Overview of Purchase Challan List in Marg Books

Process to View Purchase Challan List in Marg Books

OVERVIEW OF PURCHASE CHALLAN LIST IN MARG BOOKS

• Purchase Challan is a document type for the confirmation of delivery of the goods, for which purchase bill is created once confirmed.

• Marg Books has provided a very beneficial provision in the software through which the user can easily view the list of all the created Purchase Challans along with the details (Challan No., Date on which the Purchase Challan is created, Party Name, User ID, and Amount).

• The user can easily modify, delete, print, export, and e-mail the Purchase Challan in Marg Books as per the requirement.       

• Apart from it, the user can search the Purchase Challan based on the Invoice No. and can also apply a filter as per the requirement.

PROCESS TO VIEW PURCHASE CHALLAN LIST IN MARG BOOKS

• Go to Purchase >> Challan.

• A ‘Purchase Challan List’ will appear.

• The user can easily view that the list of all the created Purchase Challans along with the details i.e. Challan No., Date on which the Purchase Challan is created, Party Name i.e. name of the party against which the Purchase Challan is generated, User ID (Name of the user who has generated the Purchase Challan) and Amount will get displayed.

• The user can also modify and delete any Purchase Challan as per the requirement.

• In order to modify any Purchase Challan, click on the ‘Modify’ icon given corresponding to that Purchase Challan.

• A ‘Purchase Challan’ window will appear.

• Click on the ‘Modify’ tab and modify the Purchase Challan as per the requirement.

• Press ‘ESC’ key and come back to the ‘Purchase Challan List’ window.

• In order to search any Invoice on the basis of the Invoice No., type that particular Invoice No. in the ‘Search’ box.

• The user can view that the invoice which is been searched will appear at the top of the Purchase Challan list.

• The user can apply filter i.e. whether the user needs to view the Challans of Today, Week or Last 7 Days, etc. as per the requirement.

• Apart from it, the user can mention the dates i.e. from which till which date the Purchase Challans needs to be viewed.

• Suppose mention ’01-03-2022 till 31-03-2022’.

• Then click on ‘Apply’.

• The user can view that the Purchase Challans of the selected dates will appear.

• Now click on ‘Filter’ button.

• A ‘Purchase Challan Filters’ window will appear with different fields:

a. Challan No. From & Challan No. To: Mention the Challan No. i.e. from which Challan No. till which Challan No. the user needs to be viewed.

Suppose mention ‘1705 to 1750’.

b. Party: Select the party of whose Purchase Challan needs to be viewed or can select all the parties.

• Then click on ‘Ok’.

c. Status: Select the Status i.e. Pending, Paid or Partial as per the requirement.

Suppose select ‘All’.

d. User Name: Select the user of whose Purchase Challan needs to be viewed as per the requirement.

• Then click on ‘Ok’.

e. Station: Select the Station as per the requirement.

• Then click on ‘Ok’.

f. Print: Select the Purchase Challan i.e. All (Print & Unprint print), Print Bills (Challans created & Printed), Unprint Bills (Challans created but not printed) as per the requirement.

Suppose select ‘All’.

g. Purchase Above: It means that the user will mention the amount of which the purchase challans needs to be viewed.

Suppose mention ‘Rs. 1040’ in Purchase Above field.

• Then click on ‘Submit’ tab.

• The user can view that the Purchase Challan list has been displayed according to the set filter.

• In order to Print the Purchase Challan, tick on the check box on that particular Challan and then click on ‘Print’ button.

• In order to Export the Purchase Challans in an excel format, select the challans as per the requirement and then click on ‘Export’ button.

• So in this way the Purchase Challan will get exported in an Excel format.

• In order to Email any challan, tick on the check box on that particular challan and then click on ‘Email’ button.

• Apart from it, the user can also view the Purchase Challan details from below.