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How to view Bill wise Collection Report in Marg ERP Software ?

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Ans.1
  • Go to Reports > Sale Analysis > Sale/Amendment/Collection > Collection & Sale.

  • The user will select the Company by pressing '+' key  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 Company. 

The user will select the options as per the requirement.

a. From-To: The user will feed the date range for which the report needs to be viewed.

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

c. Terminal: If working in a multi-user environment the user can mention the Terminal/System Name for which the report needs to be generated.

d. Order from App/Non AppThe user can include sale orders from the app and non-app.

e. Bill No. From-To: The user will mention the Bill Number range for which report needs to be viewed.

f. Cash/Credit/Discount: The user will select the Type of bill - Cash/Credit/Discount for which report needs to be viewed.

g. Club Cash Sales: The user will select 'Yes' to include Cash Sales in report otherwise keep it as 'No'.

h. Amt=Rate*Qty,Net,R*Q-D: Select the option to view value based on different calculations.

i. Rate: The user will select the rate on which report needs to be viewed.

j. With ChallanSelect 'Yes' to view the report with challan or select 'O' to only view the challan otherwise keep it as 'No'.

k. More Item Selections: The user will set the option 'Yes' for more item selections otherwise keep the option as 'No'.

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

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

n. Selected AreaThe user will set the option 'Yes' to view the report in a particular Area otherwise keep the option as 'No'.

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

p. Selected RouteThe user will set the option 'Yes' to view the report of a particular Route otherwise keep the option as 'No'.

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

Click on 'View/Print' as per the requirement.

Suppose click on 'View'.

After following the above steps, the user can view Bill wise Collection Report will get generated in Marg ERP Software.


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