Process to View Purchase Report in Pharma Distribution Setup in MargBooks

Process to View Purchase Report Party Wise in Pharma Distribution Setup in MargBooks

Process to View Purchase Report in Pharma Distribution Setup in MargBooks

• Go to Dashboard > Report.

• Click on the Inventory Tab.

• Select Purchase-Register(All).

• The Purchase Register window will open, where the user can view the Monthly Balance and Cumulative Balance for each month.

• To view Purchase Entries for a Particular Month, select the required month and Press 'Enter'.

• All Purchase Entries for the Selected Month will be displayed.

• To view the report for a Specific Date or Date Range, Press 'Alt+D'.

• In the Date Filter Window, select the Required Date or Date Range and click 'OK'.

• To make the report more specific, use the 'Advance Filter' option by pressing "Alt+F". 

• In the Advanced Filter window, the user can apply filters such as Date, Party, Bill No., Gross Amount, etc. and Click on 'Apply'.

Process to View Purchase Report Party Wise in Pharma Distribution Setup in MargBooks

• Go to Dashboard > Report.
• Under Inventory Tab, Click on "Purchase - Party Wise".

• The list of parties will appear along with their Balances and Station.
• The user can search for the Party Name in the search field or select the required party from the list, then press 'Enter'.

• The Purchase Report for the selected party will be displayed, where the user can view the Monthly Balance and Cumulative Balance for Particular Party.
• To view a more detailed report, the user can press "Enter" on the Desired Month.

• The User can Export the Report in Excel or PDF format, print the report, or share it using the respective icons.

After following the steps mentioned above, user can View and Share the "Purchase Register" in Pharma Distributor Setup in  Margbooks Software.