Overview of Purchase Order Option in Marg ERP Software

Process to View Party Summary in Marg ERP Software

OVERVIEW OF PURCHASE ORDER OPTION IN MARG ERP SOFTWARE

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

• In Marg ERP Software, Purchase order is created when there is a shortage of a particular stock or when new stock is to be purchased.

• Purchase Order option enables the user to easily generate new purchase order, modify it, view the order history, item summary and party summary.

• The user can also analyze the purchase order created and delete the unwanted or cancelled orders. 

PROCESS TO VIEW PARTY SUMMARY IN MARG ERP SOFTWARE

• In order to view the Party summary, go to Transactions >> Purchase Order >> Party Summary. Press Enter. 

Fig 1.1 Menu view to Party Summary in Marg ERP Software

• A Party Summary window will appear.

• Date Range From & To: Enter the date range i.e. from which date to which date the user wants to view the summary.

• Suppose, enter “01-08-19” and “07-09-19”.

Fig 1.2 View of Party Summary window in Marg ERP Software

• On Order/Due Date: Select that the user wants to view the party summary on the basis of order date or due date.

• Suppose, select ‘Order Date’.

Fig 1.3 View of Party Summary window in Marg ERP Software

• Selected Order: If the user wants to view the summary of any particular order then mention the entry number of that order in ‘Selected Order’ or skip this field to view the created orders of all parties.

• Suppose, skip this field and Press Enter.

Fig 1.4 View of Party Summary window in Marg ERP Software

• A Select Company window will appear.

• The user will select all companies by pressing ‘star (*)’ key or select particular companies by pressing space bar key to view their order summary of items.

• Suppose, select all companies by pressing ‘star (*)’ key. Then Press Enter.

Fig 1.5 View of Select Company window in Marg ERP Software

• An All Parties Pending Orders (Purchase) window will appear in which list of the parties will be displayed.

• Select the party to view the summary of the party in detail.

• Suppose, select ‘Aarav’. Press Enter.

Fig 1.6 View of All Parties Pending Orders (Purchase) window in Marg ERP Software

• The user can view the Party summary.

Fig 1.7 View of Party Summary in Marg ERP Software