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How to View Party not Visited Report in Marg ERP Software ?

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Ans.1

In Marg ERP Software, allows users to view reports of parties with no transactions, helping identify inactive clients. This enables effective follow-ups, improves customer retention, streamlines data management, supports targeted sales efforts, and enhances overall business performance and decision-making.

In order to know the process, follow the given steps:

  • Go to Daily Reports > Daily Working > Party Not Visited.

  • The user will enter the date range and select other filter options as per the requirement.
  • Now, click on 'Accept' button.

After following the above steps, all parties who have not made any transactions to date will be displayed in Marg ERP Software.


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