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How to view Sale Order Summary Report in Marg Software ?

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Ans.1
  • Go to Transactions > Sale Order > Summary.

A 'Summary' window will appear.

1. Date Range From: Enter the Date from which the user needs to view the Sale Order Summary.

2. To: Enter the Date Upto which the user needs to view the Sale Order Summary.

3. On Order/ Due Date: The user will select 'Order Date' to view report on the bases of date on which order was created otherwise select 'Due Date' to view report on Due Date of order.

Suppose select 'Order Date'. Press 'Enterkey.

  • A 'Select Company' window will appear.
  • The user will select company as per the requirement.

Note: The user will Press 'Spacebar' key or Plus '+' key to select a particular company or Press Asterisk '*' key to select All companies. 

  • An 'All Pending Orders (Sales) As On' window will appear.
  • The user will press 'Alt+P' key.

  • A 'Report' window will appear.
  • The user will select the filters as per the requirement.
  • Suppose select 'Summary'.

  • The user will select 'View/Print/Excel' as per the requirement.
  • Suppose select 'View'.

After following the above steps, the user can view All Sale Orders Summary report in Marg Software.


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