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How to Create Purchase Bill in Pharma Distribution in Margbooks?
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Overview of Purchase Bill in Margbooks

Steps to Create Purchase Bill in Pharma Distribution Setup in Margbooks

Overview of Purchase Bill in Margbooks

In Margbooks, the user can create and manage purchase bills by entering supplier invoice details, selecting items, updating batch details, quantities, rates, and applicable discounts. This helps maintain accurate purchase records and update stock accordingly.

Steps to Create Purchase Bill in Pharma Distribution Setup in Margbooks

  • Go to Dashboard > Purchase > Bill.

  • The Purchase Bill List will appear. Click on Create or press "F2" to create a new Purchase Bill.

  • The Select Party window will appear. Here, the user can select the Required Party or search for the Party using the search tab and Press "Enter".

  • In the next window, select Start Manual Entry.

  • In the Inv. No. field, enter the Invoice Number mentioned on the supplier's invoice.

  • In the Inv. Date field, select the date mentioned on the supplier's invoice and Press "Enter".

  • In the Product field, press "Enter" to open the item list.

  • Select the items mentioned on the Purchase Invoice.

  • In the Batch field, Press the "Spacebar Key" to view the available batches. Select the required batch from the list or enter a New Batch number to create a new batch.

  • Enter the Expiry Date, Quantity, Free Quantity (if any), Rate, and Discount (if any). The user can navigate through these fields using the "Enter" key.

  • The Batch Detail Window will appear, where the user can modify the Batch Details if required.

  • After entering all the items, Press "F10".
  • The cursor will move to the Bill Discount field. Enter the bill discount, if any. The Bill Disc. Amt. will be calculated automatically. Press "Enter" to proceed.

  • To Save the Purchase Bill, Press "F10" or click on "Save".

  • The “Purchase Bill Saved Successfully” message will appear on the screen, confirming that the purchase bill has been saved.

After following the steps mentioned above, User can Create Purchase Invoice in Pharma Distribution Setup in Margbooks.

 


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