Overview of Maintain Customer Wise Outstanding in Marg Books

Process to Implement Customer Wise Outstanding in Marg Books

Process to Maintain & View Customer Wise Outstanding in Marg Books

Overview of Maintain Customer Wise Outstanding in Marg Books

The feature of Maintaining Customer Wise Outstanding in Marg Books allows users to easily track and manage outstanding balances for each individual customer. By organizing this information systematically, businesses can efficiently monitor payment statuses, streamline collections, and ensure optimal financial management.

Process to Implement Customer Wise Outstanding in Marg Books

• Firstly, click on 'Settings' icon.

• In 'Control Room' field, the user will click on 'Configure' button.

• The user will search 'Outstanding'.

• In 'Manage Patient/Customer Wise Outstanding' option, the user will select 'Yes'.

• Now, press 'ESC' key.

• In order to save the changes, click on 'Save' button.

• Click on 'Ok' button.

• Now, click on 'Master > Other Master > Customer'.

• The user will select customer whose outstanding needs to be maintained.
• Suppose select 'Rahul Kumar' and click on 'Edit' icon.

• The user will place a 'Tick' mark against Manage Outstanding option and click on 'Update' button.

Process to Maintain & View Customer Wise Outstanding in Marg Books

• Firstly, click on 'Sale > Bill'.

• Then, click on 'Create' button.

• The user will enter 'Date' as per the requirement and press 'Enter' key.

• In 'Mobile No.' field, the user will press 'SpaceBar' key.

• The user will select customer for which outstanding bill needs to be created.
• Suppose select 'Rahul Kumar' and press 'Enter' key on it.

• In 'Product' field, the user will press 'Enter' key.

• The user will select item as per the requirement.
• Suppose select 'Bread' and press 'Enter' key on it.

• The user will enter the Quantity, M.R.P and etc. as per the requirement.

• Then, click on 'Save' button.

• Now, click on 'Report'.

• The user will click on 'Customer Wise Outstanding' report under the Accounts Report tab.

• The user can view the 'Customer Wise Outstanding' report will get displayed.

After following the above steps, the user can easily Maintain Customer wise Outstanding in Marg Books.