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How to create Sale order in MargBooks?

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Overview of Sale Order in MargBooks

Process of Sale Order Creation in MargBooks

OVERVIEW OF SALE ORDER IN MARG BOOKS

A Sales order is an official document that a seller issues to a buyer which consists of relevant information about what products/service they want to buy, its quantity and the price agreed for it.

PROCESS OF SALE ORDER CREATION IN MARG BOOKS

  • Go to Dashboard > Sale > Order(+).

  • A Select Party window will appear. The user will select the ledger of that party for whom the sale order is being created.
  • For Example Select "A2Z Pharmacy" and Press "Enter"

  • Press 'Enter' in the Product Field.

  • A ‘Select Item’ window will appear. The user will select the item for which the sale order needs to be generated.
  • For Example, select ‘Dolocamc DT ’. Press ‘Enter’.

  • The user will enter the ‘Qty.’ and 'Rate' as per the requirement.
  • Navigate through the Fields using the 'Enter' Key.

  •  In this way the user can add items in the Sale Order as per the requirement. 
  • Click on 'Save' or Press 'F10' to save the Sale Order.

  • "Sale Order Saved Successfully" message will appear on the screen.

After following the above steps, user can create Sale Order in MargBooks.


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