Overview of Item Register

Process to View and Share Item Register in Margbooks

Overview of Item Register

The Item Register in Margbooks provides a detailed view of item-wise transactions, including Purchases, Sales, Stock Movements, Quantities, and Balances for the selected period. It helps track the complete transaction history of an item and monitor its stock movement.

Process to View and Share Item Register in Margbooks

• Go to Master > Inventory Masters > Item.

• An 'Item List' will appear, Displaying details such as Item Name, Company, Stock, Unit and M.R.P.

• Select the item from the List or search the item in search bar. Press "F4" on the item whose register needs to be viewed.
  

• Select 'Item Register'.

• 'Stock Summary' Report will open. Here User can view the details such as Opening, Sale/Purchase, Bill No., Batch, Inward/Outward Qty.

• If the User Wants to View the Report for a Particular Date or Date Range, they can press "Alt+D" or click on the "Alt+D" option.

• In ‘From’ and ‘To’ fields, enter from which date till which date the user wants to view the item register. Then Click on "OK"

• To View the Batch Wise Report User can click on the "F4" option given in the image below.
• Similarly, if the user wants to view Monthly or Quaterly Report they can click on option "ALT+M" and "ALT+Q" respectively.

• The User can Download or share this Report in "Excel or PDF" format, if required.