Process to View the Company-wise Stock and Sales Analysis Report in Billing General Setup in MargBooks

• Go to >'Report'.

• Click on 'Inventory Report' section.

• Click on 'Stock & Sales Analysis'.

• The user can select a particular period or enter a date range manually.

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

• User will select the required report type, such as Batch-wise or Item-wise.

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

• User will select the required template.
• Suppose 'Default' is selected to view the report in the default format.

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

• User will select the required company to view the Stock & Sales Analysis Report.
• Suppose select 'All' and click on 'Ok' button.

• User will select the required store to view the Stock & Sales Analysis Report.
• Click on 'Ok' button.

• User can view the Stock & Sales Analysis Report.

• User will click on 'Custom Design' to create a new report template.

• In the Report section, the user can tick or untick the required fields to customize the report content.

• In 'Template Name, the user will click on 'DropDown' button.

• Click on 'Create New'.

• In the 'Report Name field, enter the report name as per the requirement.
• Click on 'Save' button.

• User can export the Stock & Sales Analysis Report in Excel or PDF format, print the report, or share it by clicking the respective icons.

After following the above steps, the user can easily view the Company-wise Stock & Sales Analysis Report in MargBooks.