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How to view Item wise Party Sale Summary Report in Marg Software?

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

  • A 'Ledgers' window will appear.
  • The user will select Ledger as per the requirement and press 'Enter' key on it.
  • Suppose select 'Ahuja Medicine Centre'.

A 'Party Sale Summary' window will appear.

a. From: Select the date from which the user needs to view the Item wise Party Sale Summary Report.

b. To: Select the date upto which the user needs to view the Item wise Party Sale Summary Report.

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

d. 80 Column/132 Column Paper: The user will set column as per the requirement.

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

No: Select if the user needs to view the report without stock receive transaction.

Yes: Select if the user needs to view the report with stock receive transaction.

Only: Select only if the user needs to view the stock receive report only.

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

g. Value in Rs./Thousands/Lakhs: Select the option to view the Value in Rs./Thousand/Lakhs.

h. Amt=Rate*Qty,Net,R*Qt-Disc.= The user will select option on which Rate bases report needs to view.

i.  All/Selected Company: Select 'S' to view report of Selected company otherwise keep the option as 'A' to view All company.

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

k. Order from App/Non App: The user can include sale order from app and non app.

l. Value in Decimal: The user will select 'Yes' to view Value in decimal otherwise keep the option as 'No'.

m. Last Year Comparison: Select 'Yes' to view report with Last Year Transaction otherwise keep the option as 'No'.

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

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

q. 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.

r. 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.

s. 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.

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

Suppose click on 'View'.

  • A report window will appear.
  • In order to generate report in excel format the user will click on 'Excel' icon.

  • A 'Select Delimeter Line/Header' window will appear.
  • The user will click 'PageDown' key.

After following the above steps, the user can view Item wise Party Sale Summary Report will get generate in Excel Format in Marg Software.

Ans.2

1. Go to Daily Reports > Fast Reports > Item/Party Sales Summary.

2. An 'Item/Party Sales Summary' window will appear. The user will Feed date range.

3. Now, click on 'View/Excel' as per the requirement.

4. The 'Select Company' window will appear where the user will press 'Enter' key on the selected company.

5. The Item/Party Sales summary will get generate.
Ans.3

1. Go to Daily Reports > Fast Reports > Item/Party Sales Statement

2. An 'Item/Party Sales Statement' window will appear. In ‘From’ and ‘To’ enter from which date to which date the user wants to view the party item wise sale statement.

3. Then click on 'View/Excel' as per the requirement.

4. Thereafter, a 'Select Company' window will appear in which the user will select company and then press 'Enter' key on it.


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