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How to View Company wise stock and Sales Report in Pharma Distribution Setup in MargBooks?

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Process to View Company Wise Stock & Sales Analysis Report and Other Features in Pharma Distribution Setup in MargBooks.

  • Go to Dashboard > Report.

  • Click on the "Inventory" tab.

  • Under Inventory, select Stock & Sales Analysis Report.

  • The Stock & Sales Analysis window will open.
  • Click on the Date Field shown in 'Figure'.
  • The dropdown list will open, allowing the user to select a specific period to view the report. Alternatively, the user can select Custom to manually enter a Date Range.

  • In the Report Type field, click the dropdown button. 

  • Select the required report type, such as "Item-wise" or "Batch-wise".

  • In the Template field, Click on Dropdown Button to select the required template, if available.

  • In the Company field, click the Dropdown button to select the required company.

  • Select Company Window Will appear, Here user can select the required company and click 'OK'.

  • Next, User is Required to select the store by clicking on 'Store' field.

  • Select Store window will appear, Here User can select Particular Store as per their Requirements and click 'OK'

  • After selecting all Requirements, click on "Ok" Button.

  • The Stock & Sales Analysis Report will open. The user can scroll horizontally to view the complete report.

  • To view the report Batch-wise, click 'Back'.

  • Select Batch-wise in the Report Type field, and click 'OK'.

  • Click 'Settings' to open the configuration options. 

  • The user can configure the report to display Opening/Inward/Outward Quantity, Opening and Closing Valuation, Inward and Outward Valuation, and Last 2 Months' Sale Quantity.

  • The User can further customize the report as required by clicking 'Custom Design'.

  • In the Template Name field, click 'Create New' to create a new template.

  • Enter the Required template name and click 'Save'.

  • The User can select or Deselect the required fields as per the requirements and click 'Save'.

  • The created template will be available in the 'Stock & Sales Analysis' window, where the user can select and use it as required.

  • The user can export the report in Excel or PDF format, print the report, or share it using the respective icons.

After following these steps, the user can view and customize the Company-wise Stock & Sales Analysis Report in Pharma Distribution Setup In MargBooks.

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