Overview of Dashboard in Pharma Distribution Setup in MargBooks

Features and Process to View Dashboard in Pharma Distribution Setup in MargBooks

Overview of Dashboard in Pharma Distribution Setup in MargBooks.

The Dashboard in MargBooks provides a quick view of important business information such as Net Sale, Net Purchase, Gross Profit, Cash in Hand,Outstanding Receivable & Payable etc. It also provides easy access to different modules, reports, shortcuts, and other frequently used options.

Features and Process to View Dashboard in Pharma Distribution Setup in MargBook.

• Log in to your MargBooks account. The Dashboard will open after login.
• Here, User can see the key insights of the Business activities such as Net Sales, Net Purchase, Bill-wise Gross Profit, Outstanding Balances,Payment Due, Bank Details, Cash Details, and other important information.

• Scroll down to view additional details such as Items, Agency, Pending Challan, Sale Order Purchase Order, and stock-related information including Expired, Near Expired, Reorder, Dump Stock, and Minimum Stock.

• At the top of the Dashboard, User can view the Last Sync Date and Time. 

• Click on the Refresh icon to view the latest updated data.

• User can view the Shortcut Keys panel, which provides keyboard shortcuts for quick access to frequently used transactions and features in MargBooks.

• Use the available shortcuts to quickly access different transactions and reports. For example, click on Bank Balance.

• Bank Report will Open along with the balances.

• To view Dashboard Details for a specific Date Range, click on the Date dropdown, select the Required Date Range, and click Apply.

• To customize the Dashboard or change the way information is Displayed, click on the Pencil Icon at the top-right corner.

• The Manage Dashboard screen will open. User can Select or remove the required Dashboard sections and choose the preferred view for the available graphs as per their requirements.

After following the above steps, the user can view the dashboard and customize it as per their requirements and convenience in Pharma Distribution Setup in MargBooks.