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How to view Consolidate Sale Book in Marg Software?

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Ans.1
  • Go to Reports > Sale Analysis > Consolidated Sale Book.

A 'Consolidated Sale Book' window will appear where the user will select other filters as per the requirement.

a. From: Select the date from which the user needs to view the sale report.

b. To: Select the date upto which the user needs to view the sale report.

c. Operator name: If working in multi user environment so select the user name for which report needs to be generate.

d. Terminal: If working in multi user environment so the user can mention the Terminal/System Name for which report needs to be generate.

e. Order From App/Non AppThe user can include sale order from app and non app.

f. 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.

g. Less Return's: Select the option to less the return.

h. With Challan: If the user needs to include the challan select 'Yes' otherwise keep it as ‘No’.

i. Club cash sales: if the user needs to merge cash sale in the report then select 'Yes'.

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

No: Select if the user needs to view the report without stock issue transaction.
Yes: Select if the user needs to view the report with stock issue transaction.
Only: Select only if the user needs to view the stock issue report only.

k. Detailed/Summarised: Select the option for viewing report in Detailed/ Summarised as per the requirement.

l. Less Cr/Dr Note Value: Select the option to less the Credit/Debit Note as per the requirement.

m. Amt.=Rate*Qty, Net, R*Q-D/Anal.on Rate: here the user can define the amount calculation as per the requirement.

n. Index on Date/P/MR/A/R: Select the bases of the report on which Sale report needs to be view.

o. Selected company: If the user needs to view the report of any specific company then select ‘Yes' so it will asking to select the specific company.

p. More Item Selection: If the user needs to select more filter then select 'Yes' otherwise keep it as ‘No’.

q. Selected Station: If the user needs to view report of any specific station then 'Yes' so it will asking to select the specific station.  

r. Selected Area: If the user needs to view report of any specific area then select 'Yes' so it will ask to select the specific area.

s. Selected M.R.: If the user needs to view report of any specific m.r then select ‘Yes' so it will ask to select the specific m.r.

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

u. Selected Party: If the user needs to view report of any specific party then select 'Yes' so it will asking to select the specific party.

Then click on 'Accept' to view report.      

  • Now the user will press 'Alt+P' key.

  • Now the user will click on 'View/Print/Excel' as per the requirement.
  • Suppose click on 'View'.

  • The user will select 'Only Last Total'.

  • The user can generate Report in 'Excel/PDF' as per the requirement.
  • Suppose click on 'PDF' icon.

  • A 'Report in Format' window will appear.
  • Click on 'PDF'.

  • Thereafter, select printer port as per the requirement.
  • Then click on 'Okay'.

After following the above steps, the user can view Consolidated Sale Book will get generated in PDF Format in Marg Software.


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