Overview of Customer Company Wise Sale Summary in Marg Software

Process to view Customer Company Wise Sale Summary in Marg Software

OVERVIEW OF CUSTOMER COMPANY WISE SALE SUMMARY IN MARG SOFTWARE

• In, the user can view the report of Customer Company wise Sale Summary Report, in this report the user can summarizes a business's sales activities. This report typically includes information on sales volume Company wise, leads, new accounts, revenue generated by Company.

PROCESS TO VIEW CUSTOMER COMPANY WISE SALE SUMMARY IN MARG SOFTWARE

• Go to Daily Reports > Sale Report > Customer Sale > Customer/Company wise Summary.

A 'Customer/Company wise Summary' window will appear.

a. From-To: The user will mention from which date till which date report needs to be view.

b. Operator Name: The user will select operator to view operator wise report.

c. Mobile F1: The user will mention mobile no of customer to view particular customer wise report.

d. Report On: The user will select the bases for the Report 'Company'. 

e. 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.

f. Amount=Rate*Qty: The user will select the calculation for amount i.e, net amount,rate*qty-disc etc as per the requirement.

g. Anal. On Rate: The user will select the Rate on which the Amount need to be Calculate in Report.

h. Report For: The user will select 'Sale'.

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

Suppose click on 'View'.

After following the above steps, the user can view the Customer Company wise Sale Summary in Marg Software.