Overview of Item Ledger Report in Marg Books

Process to View Item Ledger Report in Marg Books

Other Filters of Item Report in Marg Books

OVERVIEW OF ITEM LEDGER REPORT IN MARG BOOKS

• Item Ledger Option in Marg Books enables the user to easily view the list of available items with their details at one placee. Item Name, Packing, Company/Agency Name, Stock, Sale Unit, Sale Rate, etc.
• The user can create a new item, import, export the item list & print the Item list as per the requirement.
• Apart from it, the user can share the Item Ledger Report with their respective parties/customers via WhatsApp, Email & Google Drive as per the requirement.

PROCESS TO VIEW ITEM LEDGER REPORT IN MARG BOOKS

• Firstly click on the 'Reports'.

• A'Combined Report' window will appear.
• Click on ‘Inventory Report’ section.

• Select ‘Item Ledger' option under ‘Inventory’ tab.

• An 'Item List' window will appear. The user can view that all the created items/products will get displayed i.e. Item’s Description, Packing, Company, Stock, Unit, S. Rate, etc.

• In order to view the Stock Summary Report of any particular item/product, press ‘Enter’ on that item/product.

• The user can view that the ‘Stock Summary Report’ of that particular item/product will get displayed i.e. on which date that item/product is sold/purchased and to which party/customer, Bill No., Item’s Batch, Inward, Outward, Closing Qty., etc.

• On the right side, there are some shortcut keys as mentioned below:

a. Date:

• Click on ‘Date’ tab.

• A 'Date filter' window will appear.
• In ‘From’ and ‘To’ fields, enter from which date till which date the user wants to view the Item Summary.
• Suppose, select ‘1-03-2023 to 31-03-2023’.
• Then click on 'Ok'.

• The user can view that the Item Summary Report will get displayed for the selected dates.

b. Batch Wise:

The user can view the ‘Batch-wise’ Stock Summary Report of the selected item/product.

• The report of 'Batch-wise Stock Summary' will get displayed.

c. Monthly:

• The user can view the Stock Summary Report of the selected item/product on ‘Monthly basis’.

• The report of 'Stock Summary' will get displayed.

d. Quarterly:

• The user can also view the Stock Summary Report of the selected item/product on ‘Quarterly’ basis.

• The report of 'Stock Summary' will get displayed.

e. Configuration:

• The user can configure that which all details needs to be viewed in the Report as per the requirement i.e. whether to view the Opening Qty., Inward & Outward Qty., Opening & Closing Valuation, etc. in the Report or not.

• The user can share the Item-wise Ledger Report to the customers/parties via different options:

a. WhatsApp: Select this option if the user needs to share the Item-wise Ledger Report through WhatsApp.  

b. Email: Select this option if the user needs to share the Item-wise Ledger Report through E-mail.

c. Drive: Select this option if the user needs to share the Item-wise Ledger Report through Google Drive.

• In order toExport the Item-Wise Ledger Report of a respective customer/party, the user will click on the ‘Excel’ & ‘PDF’ icons as per the requirement.

a. Export: With the help of this option, the user can Export the Item-wise Ledger Report of a respective customer/party both in Excel and PDF Format.

• Suppose, click on ‘Excel’ icon.

• In order to Print the Item-wise Ledger Report of a respective customer/party, click on the ‘Print’ icon as per the requirement

• In order to view or modify the transaction of any particular date, the user will press enter on that transaction.

• Now the user can view or modify the transaction as per the requirement.

• The user can edit or delete any item by clicking on ‘Edit’ & ‘Delete’ icon.

OTHER FILTERS OF ITEM REPORT IN MARG BOOKS