Overview of Doctor wise Sale Report in Marg Books

Process to View Doctor wise Sale Report in Marg Books

Process to Share Doctor wise Sale Report in Marg Books

OVERVIEW OF DOCTOR WISE SALE REPORT IN MARG BOOKS

• Doctor wise Sale Report of Marg Books facilitates the user to view or print doctor wise sale transactions that have taken place between an organization and its customers.

PROCESS TO VIEW DOCTOR WISE SALE REPORT IN MARG BOOKS

• Firstly click on the 'Reports'.

• A 'Combined Report' window will appear. Select 'Inventory Report'.

• Click on 'Doctor Wise Sale'.

• A 'Doctor Report' window will appear where the user can view doctor wise sale transaction with the patient details.

• In order to view/modify any sale transaction, then press 'Enter' on that particular transaction.

• Now the user will make the changes as per the requirement.

• Now in order to select the date, click on the 'Date' option which is showing in the shortcut keys on the right side.

• A Date filter window will appear.

• In ‘From’ and ‘To’ fields, enter from which date till which date the doctor wise sale Report needs to be viewed.

• Then click on 'Ok'.

• After following the above steps, the doctor wise sale report will get generated of selected period.

• In order to export and print the doctor wise sale report, click on 3 horizontal lines(as shown below).

• Then select the option as per the requirement.

A. Export: With the help of this option, the user can export the doctor wise sale report in excel format. 

B. Print: If the user needs to print the doctor wise sale report then the user will select the print option from the menu bar. 

C. Refresh List: With the help of this option, the user can refresh the transactions of doctor wise sale report. 

PROCESS TO SHARE DOCTOR WISE SALE REPORT IN MARG BOOKS

• In order to share Doctor wise sale report, the user will click on the 'Share' icon.

• Now the user will select the share options as per the requirement.

A. WhatsApp: Select this option, if the user needs to share the doctor wise sale report through WhatsApp.  

B. Email: Select this option, if the user needs to share the doctor wise sale report through email.

C. Drive: Select this option, if the user needs to share the doctor wise sale report through google drive.

SHORTCUT KEYS OF DOCTOR WISE SALE REPORT IN MARG BOOKS