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Process to View Stock & Sales Report in Marg ERP Software
Stock and sales analysis report is basically used for viewing the report related to stock (opening & closing) with sales. For that the user needs to follow the below steps:
Go to Daily Reports > Fast SMS/Email Reports > Stock and Sales.
Then select the date range from which date till which date the user needs to view the report from software.
In next option of “Attachment” the user needs to mention the other details to view along the report. Like, if the user needs to view all debit notes with Stock and Sales report then select here Debit Note option.
After that, the user will select the option that how to view the report either in view format or export in any other option (excel, email pdf etc). The user can select as per the requirement.
In next window, Select the company of which report the user needs to generate. The user can only select a single company at one time.
It will take very less time to generate and in meanwhile this processing window will appear to you.
In next window, the user can view the statement which is required with the columns of opening, closing, sale and purchase.