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How to view Party wise All Items Sale Report in Marg ERP Software ?

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Ans.1
  • Go to Reports > Sale Analysis > Party Wise Sale > Parties/All Items.

The user will select the filter as per the requirement.

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

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

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

f. 80 column / 132 Column /All Items: Select the option to set column gap for the report.

g.Value in Rs./Thousand/Lakhs: The user will select the option to view the Value in Rs./Thousand/Lakhs as per the requirement.

h. Alphabetical: The user will select the option to view the report alphabetically.

i. Stock less: Select the option as per the requirement.

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

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

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

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

k. Amount Calculate On: The user will select the option to Calculate the amount on which Rate.

l. Item Quantity in 6/7/10 Digit: Select the option to view Item Qty in Digits.

m. Code/Name Bases: The user will select the 'Indexing Basis' option to view the report in Item Code Basis or Name basis.

n. Area/Route/M.R. wise Total:  The user will select the option to view the Total Area/Route/M.R. wise total as per the requirement.

o. More Item Selection: If the user needs to select more filters, then select 'Yes'; otherwise, keep it as ‘No’.

p. Selected Company: If the user needs to view the report of any specific company, then select ‘Yes' so it will ask to select the specific company.

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

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

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

t. Selected Route: If the user needs to view the report of any specific route, then select 'Yes' so it will ask to select the specific route.

u. Continue/Separate: The user can select the report format to continue and separate as per the requirement.

v. 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/Excel' button as per the requirement.

Suppose click on 'View'.

  • 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 Items and press 'Enter' key.

Note: The user will Press 'Spacebar' key or Plus '+' key to select a particular Item or Press Asterisk '*' key to select All items. 

After following the above steps, the user can view that the Parties / All Items Wise Sale Report will be generated in Marg ERP Software.


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