MARG ACADEMY

DISPATCH SUMMARY:
This option prints the summarised dispatch report of all the items on daily basis depending on the filter settings explained in the process below.
PROCESS TO VIEW ENTRY IN DISPATCH SUMMARY:
1. Enter username and password to login into your Marg software.
2. Click on transactions  Daily Reports  Purchase ReportDispatch Summary.
3. A window will appear on the screen with following options:

I. Type- what type of report you wish to view. 1 for only sales report, 2 for sales and sales return report and so on.
II. Mention the period for which you want to view the report.
III. Mention the range of bill no you wish to view.
IV. State whether you want to include challan or not.
V. Mention the item supplied.
VI. Mention the free samples, if any.
VII. Mention the bill item/no.etc and line no.
VIII. Bill index no. and whether you wish to merge two or more bills.
IX. Item Index no. and whether you wish to view merge two or more
than two items.
X. Format.
XI. Print MRP
XII. Single or multi account group
XIII. Mode of Transport.
XIV. Select Party, Area, M.R. and Route.
XV. Click on accept to accept the entries made by you or cancel if you wish to again feed the data or wants to make some changes in the data entered.
4. You would get the Dispatch Summary according to the criteria mentioned by you.
5. Select the Party whose bill and its details you want to view.
6. You can view and modify this bill.
MULTI BILL/OTHER PRINTING: Select this option to print all the unprinted invoices one by one.
PROCESS TO VIEW ENTRY IN MULTI BILL/OTHER PRINTING:

1. Click on transactions  Daily Reports  Purchase ReportMulti Bill/Other Printing.
2. A window will appear on the screen with following options:
I. Type- what type of report you wish to view. 1 for only sales report, 2 for sales and sales return report and so on.
II. What you wish to print- invoice, Bank Letter, etc
III. Print For
IV. Mention the period for which you want to view the report.
V. Mention the range of bill no you wish to view.
VI. State whether you want to include challan or not.
VII. Single or multi Party & Group.
VIII. Select Party, Area, M.R. and Route.
IX. Click on accept to accept the entries made by you or cancel if you wish to again feed the data or wants to make some changes in the data entered.
3. You would get the Multi Bill/Other Printing Summary according to the criteria mentioned by you.
4. Select the Party whose bill and its details you want to view.
5. You can view and modify this bill.

REORDER ON SALES/MINIMUM BASES:
Select this option to print the detailed stock position of the items for reordering based on its minimum level of stock (to be maintained) as it was entered while creating the master item record (or) based on the frequency of sale of each item. For more details , view the screen shot which reflected at the time of master Item Creation. It is used to prepare the reorder / Purchase new stock on the basis of sales of previous 7 days

STOCK & SALES ANALYSIS :
RATE COMPARISON STATEMENT:
Select this option to compare two different rates of the item of each batch. For example the firm may want to compare the Purchase Rate with the MRP based on the selected numeric validation (, =, ==) and bring out the difference, bill details and the supplier detail.
BILL TAGGING/ COLLECTION LIST & BILL TAGGING IN SINGLE O/S :
In the firms which have a huge number of daily transactions, normally when sending their field person for collection of the outstanding payments, the firm will keep a written copy of the outstanding statement to be given to the clients and when the field person returns with the payment they make a note of the same detail against each invoice detail, in the written copy, and then update this payment information on each outstanding ledger account.
To ease this tedious task MARG has an option called ‘Bill Tagging’
The system operator will create a tag of each statement he issues to the field person by giving a separate tag number for each tag.
Once the payments are received for all or part of the invoices of one tag, the system operator will open the respective tag using its tag number and feed in the amount received against each invoice. The invoices for which the total payment is received will automatically be removed from the tag file and the remaining invoices will be shown in the tag file next time.
By this the system generates the receipt vouchers automatically and updates the debtor’s outstanding balances.
MARG names this complete process as ‘Bills Tagging’
Once you enter the indexing / sorting preferences the system will prompt to choose the pattern of the statement, that is, party-wise, area-wise, salesman-wise.
THIS IS BASICALLY USED BY FMCG Companies.
After completing all the process press the button to enter the Tag number, Date & the name of the field person to whom the statement is issued.
Now the all the selected bills are tagged and the Tag File for the outstanding statement is generated.
The payment receipt entry against the tagged bills can be done through the receipt entry option from the transactions menu. In the Similar way , We can tag the Bill in Single Outstanding also.
PENDING CHALLANS:
Select this option to display / print the pending challans against which action has not been taken yet.
PROCESS TO VIEW ENTRY IN PENDING CHALLANS:
1. Click on transactions  Daily Reports  Daily WorkingPending Challans.
2. A window will appear on the screen with following options:
I. Type- what type of report you wish to view. 1 for only sales report, 2 for sales and sales return report and so on.
II. Mention the period for which you wish to view the bills
III. Mention the value of the challan (up to which or equal to or greater than)
IV. Mention bill series
V. Mention the range of challan no you wish to view
VI. Mode of transport
VII. Select Party, Group, Area, M.R., Route

VIII. Click on accept to accept the entries made by you or cancel if you wish to again feed the data or wants to make some changes in the data entered.
3. You would get all the challans issued by your company according to the criteria mentioned by you.
4. Select any challan to view more details regarding it or to modify it.
CHALLAN TO BILL:
Select this option to prepare the corresponding bills against pending challans issued.
PARTY NOT VISITED: This gives the report of the list of the parties who have not visited us for any transaction i.e.Sales or Purchases.
BILL NOT PRINTED( MIS) : Select this option to check all the bills that are not printed and print them one by one. (When you prepare a bill the system keeps a record of how many copies of bills have been printed. In case no bill is printed this option shows the list of all the unprinted bills) . So this can be used to send the bills to party for payment.
BILL NOT PRINTED (AFTER MODIFICATION): Selecting this option will display the list of bills for which some modifications has been made and the printout was not taken yet.
SIGNED/UNSIGNED: In the firms having huge number of transactions per day, it is very difficult to maintain the track of the bills prepared, sent to the authority for signature & received back duly signed by the authority. ALSO CALLED VERIFICATION OF THE BILL.
In MARG the user has the option of maintaining the bills that are sent for the signature of the authorized person of the firm and once they return the bills, duly signed, the user can enter the signed bills details. The system maintains the complete track of this process.
DELIVERED & UNDELIVERED (MIS) :N.A.