Overview/Introduction to Sale Analysis Report in Marg Books

Process to View Sale Analysis Report in Marg Books

Shortcut Keys used in Sale Analysis Report in Marg Books

OVERVIEW/INTRODUCTION TO SALE ANALYSIS REPORT IN MARG BOOKS

• In Marg Books, the user can easily view the sale analysis report which facilitates the user to ascertain the exact value of the sale made during the specific time period.

• It also facilitates the user to export the report in Excel & PDF format.

PROCESS TO VIEW SALE ANALYSIS REPORT IN MARG BOOKS

• Firstly click  on 'Report'.

• A 'Combined Report' window will appear.

• The user will click on 'Inventory Report'.

• The user will click on 'Sales Analysis'.

• A 'Sale Analysis' window will appear.

a. Select Date Range: The user will mention the date range of the sale report.

b. Template: The user can select the template of the already created sale analysis report.

c. Report Type: The user can select the report needs to be generate report in Summary/Detail as per the requirement.

Suppose select 'Detail'.

d. Criteria: The user can select the criteria on which report needs to be generate and can select particular criteria by clicking on 'Blank'. 

Suppose select 'Party Wise'.

• A 'Select Party' window will appear.

• The user will select the parties (Whose report needs to be viewed) by placing a check mark on it.

• Then click on 'Ok'

• Similarly, the users can define all the other criteria of the report.

More Options: The user will place the check mark against it and select the filters as per the requirement.

1. Operator: The user can select the operator whose report need to be generated.

Suppose select 'All users'.

2. Include: Here the user will select whether the report will also include the Sale Challans or credit Note or not.

Suppose select 'All'.

Click on 'Ok'.

• A 'Confirmation' window will appear with an alert 'Do You Want to Save This Criteria Template?'.

• The user can select 'Yes' to save the created criteria or else select 'No'.

• Suppose select 'No'.

• Thereafter the sale analysis report based on the selected criteria will get generated.

• In order to export the report in Excel, the user needs to click on 'Excel' icon displayed here.

• Thereafter the user can view that the Excel File has been exported.

• Then in order to export the report in 'PDF' format, the user needs to click on 'PDF' icon.

• As the user can view that the Sale Analysis report in PDF format and if user needs to download it then click on the download Sign displays here.

Export: With the help of this option, the user can easily export the Sale Analysisreport in Excel.

• An 'Export' window will appear.

• The user will mention the path where the file needs to be exported then click on 'Save'.

• Then the user can view that the file has been exported.

Print: Select, If the user needs to print the Sale Analysis report.

Refresh List: With the help of this option, the user can refresh the transactions of Sale Analysis report.

SHORTCUT KEYS USED IN SALE ANALYSIS REPORT IN MARG BOOKS