Process to View the Sale Register Report in MargBooks

Process to View Party-wise Sale Report in MargBooks

Process to View the Sale Register Report in MargBooks

• Go to 'Report'.

• A 'Combined Report' window will appear.

• Click on ‘Inventory Report’ tab.

• In the Sales Reports section, the user can view the following report options:
• Sales - Register (All):- View all sales register transactions.
• Sales - Party Wise:- View sales transactions party-wise.
• Sales Analysis:- View detailed sales analysis based on the available sales data.

• User will click on 'Sales - Register(All).

• The Month-wise Sale Register window will appear.
• Select the required month and press the 'Enter' key to view the detailed Sale Register for that month.

• The July Month Sale Register will appear.
• Click the Date field or press 'Alt+D' keys to select the required date range.

• The 'Date Filter' window will appear.
• User will select the required date and click the 'OK' button.

• Click on the Filter button or press 'Alt+F' key.

• The 'Advanced Filter' window will appear.
• User can select the required filter criteria as per the requirement.

• User will click the 'Configuration' button to open the configuration settings.

• Other Charges:- User will select whether to display Other Charges in the Sale Register by choosing the required option from the drop-down list.
• Show GSTIN:- User will select whether to display the GSTIN in the Sale Register by choosing the required option from the drop-down list.

• User can export the Sale Register Report in Excel or PDF format by clicking the respective icon.

Process to View Party-wise Sale Report in MargBooks

• Go to Reports > Inventory Report > Sales - Party Wise.

• The Ledger Master-wise Sale Register window will appear.
• User can select the required ledger by ticking the corresponding checkbox and press the 'Enter' key to view the detailed Party-wise Sale Report.

• The selected Ledger Master Month-wise Sale Report will appear.
• Select the required month and press 'Enter' key to view the detailed Sale Report.

• User can export the Party-wise Sale Report in Excel or PDF format by clicking the respective icon

After following the above steps, the user can easily view the Party-wise Sale Report in MargBooks.