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How to View the Purchase Report in Billing General Setup in MargBooks ?
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Process to View Purchase Register Report in MargBooks

Process to View Party-wise Purchase Report in MargBooks

 

Process to View Purchase Register Report in MargBooks

  • Go to 'Report'.

  • A 'Combined Report' window will appear.
  • Click on ‘Inventory Report’ tab.

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

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

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

  • The July Month Purchase 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 can export the Purchase Register Report in Excel or PDF format by clicking the respective icon.

Process to View Party-wise Purchase Report in MargBooks

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

  • The Ledger Master-wise Purchase Register window will appear.
  • User can select all available ledgers by clicking the checkbox beside the 'Ledger Name' column.and press the 'Enter' key to view the detailed Party-wise Purchase Report. 

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

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

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


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