Overview Of Multi Unit Billing in Marg Books

Process to Enable Multi Unit 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 Of 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 it can be sold through both the options i.e. Strip and Tablet.

Process To Enable Multi Unit In Marg Books

• Click on the ‘Settings’ Icon.

• In 'Control Room' option, the user will click on ‘Configure’ button.

• The user will search ‘Multi Unit’.

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

• Now, the user will click on 'Configure' button.

The user will select the options as per the requirement.

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'.

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 the second unit.

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 twice to save the changes.

• Select ‘Yes’ button to save the changes.

• Click on 'OK' button.

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 Master > Inventory Master > Item.

• In order to create a new item, click on ‘Create’ tab.

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

a. Product: Enter the name of the product.

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

• Go to Sale > Bill. 

• The user will mention all the necessary details as per the requirement i.e. Bill date, Party Name etc.
• Then, press 'Enter' key to select the Item.

• Now, select the item that needs to be sold.
• Suppose, select 'Neurobion' and press 'Enter' key.

• The user can view the software will automatically calculate the rate of the item on the basis of PCS.
• Suppose 'Neurobion' Item has Strip Rate - 1000 and Conversion - 10.
• If user sells '5' Pcs then the Amount will be 500(5*1000/10).

• Click on 'Save' button or press 'F10' key. 

After following the above steps, the user can view that Stock will show as per Multi Unit in Marg Books.