Overview of Patient Wise Sale Report in Margbooks

Process to View Patient Wise Sale Report in Margbooks

Overview of Patient wise sale report in Margbooks

• In MargBooks, the Patient-Wise Sale Report allows users to view patient-wise sales details for a specific time period, helping them track and analyze sales made to individual patients.
• The report can also be exported in Excel and PDF formats for further analysis and record-keeping.

Process to View Patient Wise Sale Report in Margbooks

• Click on "Reports"

• Then, click on "Inventory Report"

• Under the Trade-Specific Report, click on "Patient Wise Sale"

• After clicking on Patient Wise Sale, the Report Window will open.
•  User can see the detailed view of the Patient Name, Mobile No., Address and Amount.

• If the User Wants to View the Report for a Particular Date or Date Range, they can press "Alt+D" or click on the "Alt+D" option.

• User will enter the Required Date and click the "OK" button.

• The Report for the Particular Date period will open.

• To View the Sales History of a Specific Patient, Simply Click on the Patient's Name.

• The User can Download this Report in Excel or PDF format, if required.

• User can share the report via WhatsApp, email, and SMS by clicking the share option.

After following the above mentioned steps, the user can view the Patient Wise Sales Report in Margbooks Software.