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How to view Consolidate Sale Book in Marg ERP Software ?

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

The user will select the options 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 the user is working in Multi user environment so here user can mention the Terminal/System name for which the user want to generate the report.

e. Order From App/Non AppThe user can include sale order from the 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: If user needs to remove return from the report then select the option as per requirement.

h. With Challan: If the user needs to include the challan, then select 'Yes' otherwise keep the option as 'No'.

i. Club cash sales: if the user needs to merge cash sale in the report, then select 'Yes' otherwise keep the option as 'No'.

j. 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 only.

k. Detailed/Summarised: If the user needs to view the report in detail select 'Detailed' otherwise select 'Summarised'.

l. Less Cr/Dr Note Value: The user will 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: The user will select the 'Indexing Basis - Date / Party / Area' as per the requirement.

o. Selected companyIf the user needs to view the report of any specific company, then select 'Yes' otherwise keep the option as 'No'.

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

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

u. 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' button as per the requirement.

Suppose select 'View'.

  • Press 'Alt+P' key.

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

  • The user will select 'Only Last Total'.

After following the above steps, the user can view the Consolidated Sale Book in Marg ERP Software.


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