Overview/Introduction to Hold Items on Billing in Marg ERP Software

Process to Hold Stock on Billing

Process to View Report of Hold Items on Billing

Process to Release Hold Items

OVERVIEW/INTRODUCTION TO HOLD ITEMS ON BILLING IN MARG ERP SOFTWARE

With the help of Marg Software, user can hold some quantity of stock at the time of billing for any reason, i.e. Temporary non-Availability of Stock etc

• The user can also view the report of all the items which were kept on hold at the time of billing.

• With the help of this option user can also release the hold quantities.

• The user can also view the report of those quantities which have been released from the hold stock.

PROCESS TO HOLD STOCK ON BILLING

• At the time of creating sale bill user needs to click on ‘Hold’.

• A ‘Description’ window will appear.

• Now the user needs to press Enter on this window.

• Now a ‘Hold’ window will appear.

• In ‘Hold Qty’, the user will mention the qty which needs to be hold by the user.

• In ‘Remark’, the user needs to give any remark /reason for the stock hold.

• Then press Esc Key.

• An Alert window of ‘Update Changes’ will appear.

• The user will select ‘Yes’. Pres Enter.

PROCESS TO VIEW REPORT OF HOLD ITEMS ON BILLING

• Go to Transactions > Sale > Hold Items on Billing > Hold Issue Pending. Press Enter.

If at the time of clicking on 'Hold Issue Pending' display an alert "You are not authorised" then the user can resolve this issue by click on the given link : shorturl.at/byF26

• A ‘Search’ window will appear.

•  The user will press Enter on it, otherwise user can also search the item on the bases of its name.

• Then a ‘Hold Issue Pending’ window will appear.

• Now the user can view the report of all the items which were kept on hold by the user at the time of billing.

PROCESS TO RELEASE HOLD ITEMS

• Go to Transactions > Sale > Hold Items on Billing > Hold Issue Pending. Press Enter.

• A 'Search' window will appear.

• The user will press Enter on it, otherwise user can also search the item on the bases of its name.

• Then a ‘Hold Issue Pending’ window will appear.

• Now the user can view the report of all the items which were kept on hold by the user at the time of billing .

• Select the item and then press Enter key on it.

• Suppose, select Amlogard 10 MG.

• A ‘Hold’ window will appear.

• In ‘Release’, the user will mention the number of qty which needs to be released out of hold stock.