Overview of Sales Analysis Report in Marg Books

Process to View Sale Analysis Report in Marg Books

Other Filters of Sales Analysis Report in Marg Books

Overview of Sales 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'.

• Click on 'Inventory Report'.

• The user will click on 'Sales Analysis'.

The user will select the below details as per the requirement.

a. Select Date Range: The user will select the 'Date Range' of the sale report as per the requirement.

b. Product Type: The user will put a checkmark on the Type of Product - Goods or Services for which report needs to be generated. 

c. Template: The user will select the template of the Sales Analysis Report as per the requirment.

d. Report Type: The user will select the format of the report - Summary/Detail as per the requirement.

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

The user will select the parties by placing a check mark on it and click on 'OK' button.

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

The user will place the check mark against 'Other Details' and select the more filters as per the requirement.

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

The user will select the Operator and click on 'OK' button.

g. Include: The user will select whether the report will include the Sale Challans and Credit Note or not.

Suppose select 'All' and click on 'Ok' button.

h. Store: The user will select the 'Store' for which report needs to be generated.

Suppose select 'Main Store' and click on 'OK' button.

i. Series: The user will select the 'Series' for which report needs to be generated.

Suppose select 'All' and click on 'OK' button.

• Click on 'OK' button or press 'F10' key.

Other Filters of Sales Analysis Report in Marg Books

a. Change Criteria: The user can Change 'Criteria' for viewing Report by clicking on this option.

b. Change Date: The user can change 'Date' by clicking on this option.

• The user will enter the Date and click on 'OK' button.

c. Detail: The user will click on this option to view 'Detailed Report'.

• The user will click on 'Monthly' button to view Month wise Sales Analysis Report.

Fig 1.1 View of Month wise Sales Analysis Report.

• The user will click on 'Quaterly' button to view Month wise Sales Analysis Report.

Fig 1.2 View of Quaterly wise Sales Analysis Report.

• The user will click on 'Daily' button to view Month wise Sales Analysis Report.

Fig 1.3 View of Date wise Sales Analysis Report.

• The user will click on 'Weekly' button to view Month wise Sales Analysis Report.

Fig 1.4 View of Week wise Sales Analysis Report.

d. Share Icon: The user will click on the Share Icon to share report:

WhatsApp: The user will click on WhatsApp Icon to share report through WhatsApp.

Email: The user will click on Email Icon to share report through Email.

Send SMS: The user will click on SMS Icon to share report through SMS.

e. Excel Icon: The user will click on Excel Icon to generate Mode of Payments Report in excel.

f. PDF Icon: The user will click on PDF Icon to generate Mode of Payments Report in pdf.

g. Print Icon: The user will click on Print Icon to print the report.

After following the above steps, the user can view that Sales Analysis Report will get generated in Marg ERP Software.