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How to view Dashboard Details in Marg Books ?

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Overview of Dashboard in Marg Books

Features of Dashboard in Marg Books

Dashboard Details in Marg Books

OVERVIEW OF DASHBOARD IN MARG BOOKS

  • A Modern & Interactively designed Dashboard of Marg Books displays all insights of the business at one place. The user can easily customize & design their software dashboard as per their preferences.
  • It provides a detailed overview of the business with accurate figures on tips and enables the user to easily monitor, measure performance and metrics in real-time to increase productivity, manage all the complexities of running their business and make smart decisions.

FEATURES OF DASHBOARD IN MARG BOOKS

  • View Total Sales, Purchase, Income & Expenses
  • View Sale & Purchase Transactions
  • Ease to Access Menu Bar Options i.e. Master, Sale, Purchase, Accounting Transaction, Reports, etc.
  • View Company Name, Logo & Financial Year, Helpline No. & Missed Call no.
  • Easily Switch to other company
  • Raise Queries through Support ticket
  • Search 6 lakh+ medicine information through Pharma Free Drug helpline
  • View & Customize Dashboard Settings, Control Room enables to configure the software, Change Language
  • Access of Help file
  • View Shortcut icons/keys

DASHBOARD DETAILS IN MARG BOOKS

  • A ‘Sign in’ window will appear.
  • Enter the Login Credentials i.e. ‘Email/Mobile’ & ‘Password’ >> Click on ‘Login’.

  • A ‘Dashboard’ of Marg Books will appear.

  • The Dashboard is categorized into 4 major parts i.e.

1. Menu Bar (Left Side)

2. Data Bar (Top Side)

3. Dashboard Area (Middle Side)

4. Shortcut Keys (Right Side)

a. Dashboard: Here, the user can easily view and analyze the Performance of the Company.

The user can view the Total Sales, Total Purchase, Total Income and Total Expenses on the Dashboard.

  • The user can view the chart of Sale & Purchase Transactions.

  • Here the user can view the Cash Flow i.e. In Flow and Out Flow of the cash.

  • Press Page Down’ key.

  • The user can analyze the Fund Summary, Outstanding, Business, New Added, Stock and Pending bills.

  • Now on the left side of the Dashboard, the user can view the Menu Bar in detail i.e. Master, Sale, Purchase, Accounting Transactions, Stock Management, Banking, Reports, CRM and Utilities & Tools.

  • The user can expand and collapse the Menu bar by clicking on 3 horizontal lines on the Dashboard.

Fig 1: View of Menu bar in Marg Books

  • In order to expand and collapse the options in the Menu Bar, the user can click on ‘small triangle’ as per the requirement.
  • Suppose click on ‘Master’ Menu.

  • The user can view the sub-menus i.e. ‘Accounts Master’, ‘Inventory Master’, ‘Rate Master’, ‘Other Master’ and ‘Opening Balance’, etc.

  • Similarly the user can view the sub-menus of Inventory Master, Sale, Purchase, etc. as per the requirement.

  • The user can search the particular menu/option by typing it in the ‘Search box’.
  • Suppose search ‘Counter Sale’.

  • On the top of the Dashboard, the user can view the ‘Helpline numbers’.

  • After that on the right side of the dashboard, the user can view the ‘Name & logo of the company’ along with the ‘financial year’.

  • The user can view the ‘Username’, ‘Email ID’, ‘Company Name’, ‘Financial Year’ and ‘Address’ as per the requirement by clicking on the ‘profile icon’.

  • The user can switch to another company by clicking on ‘Switch’ button.

  • Now the user can view the list of the companies.

  • The user can logout from Marg Books by clicking on ‘Logout’.

  • Now if the user has some query related to Marg Books, click on ‘Support Ticket’ icon and generate the query as per the requirement.

  • A 'Support Ticket' window will appear on which the user can generate the ticket.

  • The user can click on ‘Pharma Free Drug Helpline’ icon and view the complete medicines of 6 Lakh+ medicines.

  • Now the user can view all the details of medicines.

  • The user can easily do the settings of the dashboard i.e. customize the dashboard as per the requirement by clicking on the ‘Settings’ icon.

  • A 'Dashboard Settings' window will appear.
  • Suppose click on ‘Configure’ tab against ‘User Access & Privilege’ field and set user wise powers as per the requirement.

  • An 'User List' window will appear in which the user will select the user (whose role needs to be assigned)

  • With ‘Control Room’, the user can configure the software like can do the settings of Inventory features, Taxation, Email, etc.

Fig 1.1: View of Control Room Settings in Marg Books 

  • With ‘Change Theme, the user can change the theme of the dashboard as per the requirement.

  • With ‘Change Language, the user can change the language as per the requirement.

  • The user can also get the detailed information about any setting by clicking on the video icon given against that particular setting.

  • Apart from it, the user can view the help file for a particular setting by clicking on the ‘question mark’ icon given against the setting as per the requirement.

  • With the help of Shortcut’ icon, the user can view the shortcuts of the keyboard as per the requirement.

  • Now the user can view all the keyboard shortcuts of Marg Books. 

  • The user can also view the Shortcut keys from the right side of the dashboard.

  • With the help of History’ icon, the user can view the history of the work done i.e. which places has been visited.

  • Now the user can view the recent history of the work done.


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