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How to view Sale Statement Report with Item Details in Marg ERP Software ?

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Ans.1

In order to view Sale Statement with item detail, the user needs to follow the below steps:

  • Go to Reports > Sale Analysis > Misc. Sale Report > Sale Statement with Item.

The user will select the filters 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. Report: The user can select the appropriate format in which the user needs to generate the report.

d. Index On: The user will select the 'Indexing Basis - Date / Party / Area' as per the requirement.

e. Day/Party wise Total: If the user needs to view the party day wise total in the report then select 'Yes' otherwise keep the option as 'No'.

f. With Challan: If the user needs to include the Challan then select 'Yes' so that this report contains the value and item details of Including Challan.

g. Total Qty: The user will select 'Yes' if the report needs to be viewed with total qty otherwise, keep the option as 'NO'. 

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

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

j. Order from app or non-app: The user can include sale orders from the app and non-app.

k. 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: Select only if the user needs to view the stock issue report.

l. Selected Company: If the user needs the report of any specific Company, then select this option 'Yes' so it will asking to select the specific Company otherwise, keep the option as 'No'.

m. More Item Selection: If the user needs to filter the report with more options, then select this option 'Yes', otherwise keep the option as 'No'.

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

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

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

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

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

s. Print Separate: If the user needs to generate the separate report for Party, Area, Route, and M.R., then the user can select the option as per the requirement.

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

Suppose select 'View'.

After following the above steps, the user can view the Sale Statement with item wise details will be generated in Marg ERP Software.


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