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How to Email Stock and Sales Analysis Report in Marg Books ?
Ans.1
  • Firstly, click on 'Report'.

  • Click on 'Inventory Report' section.

  • Click on 'Stock & Sales Analysis'.

  • The user can select a particular period to view stock and sales analysis or enter a date range manually.

  • In 'Company' field, the user will click on 'DropDown' button.

  • The user will select company whose stock & sales analysis report needs to be viewed.
  • Suppose select 'All' and click on 'Ok' button.

  • In 'Store' field, the user will click on 'DropDown' button.

  • The user will select store whose stock & sales analysis report needs to be viewed.
  • Suppose select 'All' and click on 'Ok' button.

  • The user can view the Stock & Sales Analysis Report will get displayed.

  • Now, click on 'Share Icon > Email'.
  • The user will select to share the stock and sales analysis report either in PDF format or Excel Format.
  • Suppose click on 'PDF Format'.

  • In 'To' field, the user will enter the email ID to which the report needs to be shared.
  • And click on 'Send' button.

After following the above steps, the user can view the Stock and Sales Analysis Report has been Emailed through Marg Books.


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