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How to view Party wise Sale Report in Marg Software ?

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Ans.1
  • Go to Reports > Sale Analysis > Party wise Sale > Party wise Sale.

  • A 'Party Sales Book' window will appear. 

a. From- Enter from which date the user needs to view the Party wise Sale Report

b. To- Enter till which date the user needs to view the Party wise Sale Report.

c. Operator Name- If the user needs to view the Party wise Sale Report operator wise, then select the operator.

d. Terminal- Specify the name where the system is operating.

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

f. Cash/Credit/Discount- The user can select credit,cash and discount for the basis of bill.

g. Less Returns- Select whether to view sale minus sale return, sale or replacement.

h. With Challan- Select whether to view the Party wise Sale report with challan or without challan.

i. + Stock less- Select the option as per the requirement.

No: Select the option if needs to view Sale Bill without Stock Issue Bills.

Yes: Select the option if needs to view Stock Issue Bill with Sale Bill.

Only: Select the option if needs to view only Stock Issue Bill in report.

j. Detailed /Summarised- Select summary and Detail as per the requirement.

k. Anal. On Rate- Select on which basis the user needs to analyse rate i.e. on the basis of Cost, M.R.P or purchase rate etc.

l. Selected Company- If the user needs the report of any specific company then we select this option 'Yes' so it will asking to select the specific company.

m. More Item Selection- The user can select 'Yes' to filter the report on the bases of more filters otherwise keep the option 'No'. 

n. Selected Station- If the user needs the report of any specific Station then we select this option 'Yes' so it will asking to select the specific Station.

o. Selected Area- If the user want the report of any specific Area then we select this option 'Yes' so it will asking to select the specific Area.

p. Selected M.R- If the user want the report of any specific M.R then we select this option 'Yes' so it will asking to select the specific M.R.

q. Selected Route- If the user want the report of any specific Route then we select this option 'Yes' so it will asking to select the specific Route.

r. Selected Party- If the user want the report of any specific Party then we select this option 'Yes' so it will asking to select the specific Party.

Click on 'Accept'.

  • A 'Party wise Sale Book' window will appear.
  • The user will press 'Alt+P' key.

  • Click on 'View/Print/Excel' as per the requirement.
  • Suppose select 'View'.

  • The user will select the filter for the report as per the requirement.
  • Suppose select 'Index wise Total'.

After following the above steps, the user can view Party wise Sale Report in Marg Software.

Ans.2

1. Go to Books > Analytical Summaries > Party wise Sales.

2. Mention the date range for which the sale needs to be viewed.

3. The user will select 'Summary/Monthly Detailed' as per the requirement.

4. Select 'Party wise' and press 'Enter' key on it.

5. 'Party sale summary report' will be displayed. Now the user will press 'Alt+P' key.

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

Ans.3

1. Go to Daily Report > Business Analysis.

2. In ‘Analysis’ field, the user will select 'Party'.

3. In 'V/S' field, the user selects 'All' and then selects 'Sale Analysis'.

4Now, select 'Detail or Summary' as per the requirement.

5. In 'Period' field, mention the date range for which the user needs to view the sale.

6. Click on 'Show'.


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