Overview/Introduction to Multi unit Billing in Marg Books

Process to enable Multi Unit Feature in Marg Books

Process to Create an Item for Multi Unit in Marg Books

Process to Create Sale Transaction for Multi Unit in Marg Books

OVERVIEW/INTRODUCTION TO MULTI UNIT BILLING IN MARG BOOKS

• In Marg Books Software, Multi Unit billing is used for the Sale/Purchase of a single item in more than one Unit.
  

• When the user purchases a Strip of Medicine which contains 10 Tablets and if the user wants to sell this Medicine then through Multi Unit Billing he/she can sell through both the options i.e. strip and Tablet.

PROCESS TO ENABLE MULTI UNIT FEATURE IN MARG BOOKS

• From the right side of the dashboard window, click on ‘Settings’ icon.

• A ‘Dashboard setting’ window will appear.

• In Control Room field, click on ‘Configure’ tab.

• Now in the search Box, type ‘Multi Unit’.

• In ‘Multi Unit’ option, the user will select ‘Yes’.

• Now the user will click on 'Configure'.

• A 'Multi Unit Billing' window will appear with the different options. The description of some options is as follows:

a. No. of unit required: The user will mention that how many units of the product needs to be maintained in the software. Suppose, mention '2'.

b. Set unit wise Sale/Purchase Rate: If the user need to set the software should pick the rate of items (at the time of billing) according to its unit then select 'Y' otherwise keep the option as 'No'. Suppose select  Yes'.

c. Set Default Sale/Purchase Rate: If user needs to specify the default rates of the items then select the option as 'Yes' otherwise the keep the option as 'No'.

d. Calculate Volume Discount in: This option specifies on which unit the software will calculate the volume discount i.e. on first unit or on second.

e. Stock Report unit: This option specifies that in which unit the stock in reports needs to be displayed.

f. Enter Conversion Factor at billing: At the time of billing, if the user wat Unit-1 to be in decimal point, then the user needs to select this option to 'Y'. 

g. Rate in unit: This option specifies that whether the software will pick the rate of the item in unit-1/2 or will ask at the time of billing. 

h. First wait in unit: This option specifies where the mouse cursor is to be placed first and in which unit at the time of billing.

i. Stock Show in unit: This option is used to display the stock in selected unit of item.

• Now the user will press 'ESC' key to save the changes.

After following the above steps, the multi unit option will get enabled in Marg Books.

PROCESS TO CREATE AN ITEM FOR MULTI UNIT IN MARG BOOKS

• Go to Masters > Inventory Master > Item Master.

• A 'New Product' window will appear.

• The user will feed all the necessary details as per the requirement.

a. Product: Enter the name of the product. Suppose Entered 'Crocin'.

b. Unit 1: Enter the first unit of the item. i.e. PCS, BOX.

c. Unit 2: Enter the second unit of the item. i.e. PCS, BOX.

d. Conversion: Enter the conversion rate of item for loose case billing. Suppose, entered '10'.

e. Unit in Decimal: Select the 'Yes' from the decimal drop down list if the user want to sell the loose quantity of the item; otherwise, select the 'No' option. Suppose, select 'Yes'.

Now the user will save the item by clicking on the 'Save' tab.

PROCESS TO CREATE SALE TRANSACTION FOR MULTI UNIT IN MARG BOOKS

• Similarly, the user can sell an item, Go to Transactions > Sale > Bill.

• Now the sale bill will get opened & the user will mention all the necessary details as per the requirement i.e. Bill date, Party Name etc.

• Then the user will press 'Enter' to select the items.

• A 'Select Item' window will appear.

• Now select the item which needs to be sold.

• Suppose, select 'Amifru40'.

• The user can view the software will automatically calculate the rate of the item on the bases of PCS.  

Box Rate- 100
Conversion- 10

No of PCs =5

Final Amount= Rs 50 (No. of PCs * Cost of 1 pc) 

• Then click on 'Save' to save the bill.

After making the sale entry, the total stock is displayed as 991:0. It means currently we are having total 991 boxes in the stock of the item.