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How to view Item Wise Purchase Report with Percentage of its Valuation in Marg ERP Software ?

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Ans.1

In Marg ERP Software, the user can view the purchase details of all items along with complete information related to the respective purchase transactions such as the quantity purchased, purchase rate, number of free quantities issued to the customer, and other related details.

In order to view the report, the user needs to follow the given steps:

  • Go to Reports > Purchase Analysis > Item Wise Purchase & %.

  • The user will select the company as per the requirement and press 'Enter' key.

Note: The user will press 'Spacebar' key or Plus '+' key to select a particular Company or press Asterisk '*' key to select All Companies. 

The user will select the filters as per the requirement.

a. From Date: The user will enter the date from which the report needs to be viewed..

b. To Date: The user will enter the date till which the report needs to be viewed.

c. Operator Name: The user will select the operator name to view the operator report.

d.  Terminal: If user working in Multi user environment so here user can mention the Terminal/System name for which the user wants to generate the report.

e. Order From App/Non App: The user can include sale orders from the app and non-app.

f. Bill No. From-To: The user will enter the Bill Number from which to till which report needs to be viewed.

g. Cash/Credit/Discount: If the user needs to view the report only for Cash Billing so user can select the Cash otherwise, select Credit for credit bills.

h. Analysis with: The user will select the basis of analysis of the purchase report with Party, item, or company.

i. Party/ M.R./ Company: The user will select the index basis of the report as per the requirement.

j. Report Sale-S/R, Detail: The user will select whether the report needs to be viewed in the detail format or in the summary.

k. Continue/SeparateThe user will select whether the report needs to be printed continuously after the ending of one page or will print each page separately.

l. Bill Detail: If the reports need to be viewed with the bill details, then select 'Yes' ,otherwise keep the option as 'No'.

m. Sales/Free Analysis: If the quantities that has been issued as free, would also be considered in the report, then select it from drop down list.

n. Anal. on Rate: The user will select the criteria of 'Rate' on which the analysis of report needs to be made.

o. Rate=Amt/<Qty/Qty+Fr/No: The user will select the type of the calculation would be used to analyse the value of the report.

p. % on Amt/Qty/No: The user will select on which basis the software will calculate the percentage of the purchase report.

q. Qty/Box/Wgt: The user will select which unit of the product needs to be considered at the time of viewing the report.

r. Less Returns: If user needs to remove return from the report, then select the option as per requirement.

s. + Stock Add: Select option as per the requirement.

No: To view the report without Stock Receive transaction details.

Yes: To view the report with Stock Receive transaction details.

Only: To view reports of only Stock Receive transaction details.

t. Amt. = Rate*Qty, Net R*Q-D: Now, the user will select which calculation will be used to calculate the final amount of the product.

u. With Challan: Select 'Yes' to view the report with challan or select 'O' to only view the challan otherwise keep it as 'No'.

v. More Item Selections: If more options for filters need to be required, then select 'Yes' otherwise keep the option as 'No'.

w. Selected Item: If user wants the report of any specific items, then select this option 'Yes' otherwise keep the option as 'No'.

x. Selected Station: The user will select 'Yes' to view the report of a particular station otherwise keep the option as 'No'.

y. Selected Area: The user will select 'Yes' to view the report in a particular Area otherwise keep the option as 'No'.

z. Selected M.R: The user will select 'Yes' to view the report of a particular M.R. otherwise keep the option as 'No'.

aa. Selected Route: The user will select 'Yes' to view the report of a particular Route otherwise keep the option as 'No'.

ab. Selected Party: The user will set the option 'Yes' to view the report of a particular Party otherwise keep the option as 'No'.

Now, click on 'View / Print' button as per the requirement.

Suppose select 'View'.

  • The user will select the items as per the requirement and press 'Enter' key.

Note: All the items will be selected by default, and to make them un-select, the user needs to press 'spacebar' or minus (-) key.

After following the above steps, the user can view the Item Wise Purchase Report with the Percentage of its Valuation in Marg ERP Software.


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