MARG ACADEMY

SALES ANALYSIS:
• CONSOLIDATED SALES BOOK:.

• SALES BOOK :-

• SALES RETURN BOOK:
• MISCELLANEOUS SALES REPORT:
– ITEM WISE SALES REPORT ( B/R & S/R)
– SALES STATEMENT WITH ITEM
– SALES STATEMENT W/O ITEM.
– RATE COMPARISON STATEMENT: This provides a more filtered report
– FREE ISSUE STATEMENT: This gives the report on details of free items given in Sales.
– CHALLAN ADJUSTED IN BILL
– BILLS WITH ADJUSTED CHALLAN:
– SALE/CHALLAN/COLL ANALYSIS:
SALES RETURN AGAINST BILL:
ITEM SALES ANALYSIS: We can view item sales analysis for
• Item wise party analysis
• Party Wise Item sales
• Area/Party /Item Wise Sales
• Area Sales Summary.
FREE ISSUED ANALYSIS:
• FREE ISSUED: It comprises of the scheme granted by the company to increase the sales.
• EXTRA FREE ISSUED: This means the statement of goods which were purchased for cash but were offered free with the stock.
• FREE ISSUED STATEMENT : This includes the statement of the above
• FREE ISSUED & RECEIPT ANALYSIS :

S/R, BRK, OTHER REPORT:
S/R, BRK, OTHER REPORT ON BILLS: Select this option to print the detailed report of sale bills against which the adjustment entries like sales return / replacements / breakage / price differences / expiry / free issues were made.

MONTHLY ITEM REPORTS:
Select this option to print the detailed monthly statement showing the details of sales returns, breakage issues, replacement issues, expiries & free issues for the specific duration.
SALES/SALES TAX SUMMARY:
Select this option to view / print the sales register. As you select this option the system shows the following window to choose the type of sales tax report. We can further filter the report .

BANK STATEMENT (STOCK VALUATION):
Stock Valuation (Detailed)
Select this option to print the stock valuation statement (for bank purpose) based on various rates and filter settings.
DISPATCH REGISTER : This option prints the dispatch register of the outstation sales showing the transport details like transporter name, transport document number, date, total cases & freight charges and the corresponding invoice details.
DISPATCH DOCUMENT: Select this option to print the following types of dispatch documents for the outstation bills:
1. Letter to the Banker intimating them about the transport details, bill details, amount to be collected from the buyer, rebates to be given for the timely receipt of the payment from the buyer & interests and interests to be levied on late payment.
2. Letter to the Buyer intimating them about the transport details, bill details, amount to be paid to the banker, rebates to be given for the timely receipt of the payment & interests and interests to be levied on late payment.
SALES/AMENDMENT/COLLECTION: This Report can be viewed through various ways:
ITEM SALES: This option is used to print the day-wise sales summary of all items for the specific period based on the following filter settings.
AMENDED: This option is used to print the day-wise summary of only the invoices on which any amendments / corrections has been made on the specific duration.
COLLECTION: This option to print the day-wise (& bill-wise) payment collection summary of only the bills on which any payment has been collected from the buyers
(showing the bill detail, bill value, amount received, cheque or cash details & the balance amount to be collected on each bill) on a specific duration.

COLLECTION AND SALES: This option is used to print the day-wise (& bill-wise) collection summary showing the bill details, bill value of cash & credit sales of a specific period.

COLLECTION SUMMARY:
Select this option to print the day-wise (& bill-wise) collection summary showing the bill details, bill value of cash & credit sales of a specific period.

INCENTIVES AND CLAIMS:
Field Staff Incentives (Salesmen)
General Incentive : Using this option the user can fix the salesmen incentive (commission) percentage for the sales made to the retailer, stockist, distributor and other types of buyers separately by each salesman.
Party Incentive : This option is used to fix the commission percentage to each salesman, incase a special incentive is allowed for the sales made to a specific buyer (party)
Company Incentive: Select this option to fix the commission percentage to each salesman based on the sales made for a specific company / manufacturer / group / brand items.
Item Incentive : Select this option to fix the commission percentage to each salesman on the sales made for selected item(s)
Incentive Statement: This option prints the statement showing the commission (incentive) due for each salesman (General Commission, Buyer Special Commission, Brand / group Special Commission, and Item Special Commission due to the salesman).

C & F COMMISSION: In case the user firm is a C&F Agency, then it may need to calculate the commission on the total sales of specific item (or group of items) / commission on the total sales to a single customer / commission on the total sales to selected area & route / commission on the total sales made by each salesman.
The report will be showing the total sales based on the following filter settings, C&F commission receivable on the total sales, and the tax amount receivable on total sales.

DISCOUNT STATEMENT
Item-wise Discount Statement : This option prints the statement showing the net volume discounts, item discounts and bill discounts given on the bills for each item (company / group wise)
Bill-wise Discount Statement : This option prints the statement showing the net volume discounts, item discounts and bill discounts given on the bills for each item (company / group wise)

MONTHLY SUMMARIES:
Party Sales Summary: This option prints the total of the net bill values of all bills issued to each buyer during every month (April to March) in the Table Format. By this report the user can easily compare the sales made by each buyer during every month at a glance.
ITEM WISE SALES:
Under this option the user can print numerous types of sales statements using various combinations and filter settings which are very important and often required by the management.
• Party/MR/Area/Route – Month Wise
• Sales summary – Single item sales, Party sales,MR Sales, Route sales, Area sales , Company sales.
• Report of sales can be filtered Item wise – Monthly, Party wise, M.R. wise & Area & route wise
• Multi items Stock register, monthly item Sales & Closing Stock, & Multi item Day wise Sales.
COMPANY WISE SALES : Similarly , the user can print the numerous types of sales statement & can filter the Company wise sales:
• Party , MR, area , route, items – MONTH WISE
• Single Company sales , Company wise sales, Monthly Sales of each Company
• Supplier wise sales
• Company Sales Book, Company sale/ Purchase
• All Companies—Party wise, MR wise, Area Wise & route Wise
• Sales of Company – Route, area & M.R.sales
PARTY WISE SALES:
This option prints the sales report showing the net sale value of each bill of each buyer-wise of each day for the specified period based on the filter settings. At the end the report will show the summary of total sales by each buyer for the specified period.
• Month wise- Items & Company
• All Parties Wise sales , All parties Sales Month wise , single party Sales
• Parties – All Items & party Off take report .
• Outstanding : This option prints the report showing the bill-by-bill values, payments received, post dated cheques received and the outstanding amount of each buyer for the specified period.
• Sale / Collection / Outstanding : This option prints the report showing the opening balances (outstanding balance before the specified date) net transaction (all invoices) amount, net sales return amount, total payments received and the current outstanding balance (as on the specified date) of each buyer.
• Bill-wise Collection Ageing: This report prints the report of ageing of the outstanding balances and the interests to be collected against such outstanding amounts of each buyer on bill-by-bill basis based on the filter settings. Also the system posts the calculated interests on each outstanding bill to the ledger accounts of each buyer and updates the accounts (optional).
• Sale / Collection Analysis : This report shows the monthly net sale amount of each buyer and total amount received from each buyer in each month.

Bill-wise Sales & Cost
This report compares the purchase cost and the sales cost of the sold items so that the management can compare the cost difference between the actual purchase rate and the sold rate of each bill to each party.
Break & Replacement Report
This report shows the breakages (purchased / sold) and the replacements (issued / received) to a single buyer / seller / supplier (bill-by-bill basis) based on the following filter settings.
Break & Replacement Summary
This report shows the total of all the breakages (purchased / sold) and the replacements (issued / received) to a single buyer / seller / supplier based on the following filter settings (summarized).

M.R.WISE SALES:
Item / Month-wise :This option prints the statement of sales of each item sold by a single salesman (M.R.) during each month
Company / Month-wise :This option prints the statement of sales of each company / brand / group sold by a single salesman during each month .
All M.R. / Month (All Salesman / Monthly): This option prints the statement of net sales made to each salesman during each month
M.R. Wise Sales: Detailed & Summarised: This report shows the bill-by-bill detail OR the net sales value (in amount) sold by each salesman (during the specified period) based on the filter settings.
Single M.R. Sales (Single Salesman): Detailed & Summarised: Same as above
M.R. / All Items: This option prints the statement of net sales made by each salesman of each item during each month .
Outstanding: This option prints the report showing the bill-by-bill values, payments received, post dated cheques received and the outstanding amount of the sales made by each salesman for the specified period.
Sale / Collection Analysis: This report shows the monthly net sale amount of each buyer and total amount received from each buyer in each month .
Sale / Collection / Outstanding: This option prints the report showing the opening balances (outstanding balance before the specified date) net transaction (all invoices) amount, net sales return amount, total payments received and the current outstanding balance (as on the specified date) of the sales made by each salesman.
Bill-wise Collection Ageing: This report prints the report of ageing of the outstanding balances and the interests to be collected against such outstanding amounts of the sales made by each salesman on bill-by-bill basis based on filter settings. Also the system posts the calculated interests on each outstanding bill to the ledger accounts of each buyer and updates the accounts (optional).
Bill-wise Sales & Cost :This report compares the purchase cost and the sales cost of the items sold by each salesman so that the management can compare the cost difference between the actual purchase rate and the sold rate of each bill to each party.

ROUTE WISE SALES :
Item / Month-wise : This option prints the statement of sales of each item to the buyers of each route during each month .
Company / Month-wise:This option prints the statement of sales of each company / brand / group sold to the buyers of a single route during each month
All Route / Month :This option prints the statement of net sales made to the buyers of all routes during each month .
Route Wise Sales: Detailed & Summarized:This report shows the bill-by-bill detail/ net value sales ( in amount) sold in each route (during the specified period) This report shows the net sales value (in amount) of the items sold in each route during the period specified based on the filter settings.
Single Route Sales : Detailed & Summarized
Route / All Items: This option prints the statement of net sales made to the buyers of each route of each item during each month
Outstanding: This option prints the report showing the bill-by-bill values, payments received, post dated cheques received and the outstanding amount of the sales made to the buyers of each route for the specified period.
Sale / Collection Analysis : This report shows the monthly net sale amount of the sales made to the buyers of each route and total amount received from the buyers of each route during each month
Sale / Collection / Outstanding:This option prints the report showing the opening balances (outstanding balance before the specified date) net transaction (all invoices) amount, net sales return amount, total payments received and the current outstanding balance (as on the specified date) of the sales made to the buyers of each route.
Bill-wise Collection Ageing:This report prints the report of ageing of the outstanding balances and the interests to be collected against such outstanding amounts of the sales made to the buyers of each route on bill-by-bill basis based on the following filter settings. Also the system posts the calculated interests on each outstanding bill to the ledger accounts of each buyer and updates the accounts (optional).
Bill-wise Sales & Cost: This report compares the purchase cost and the sales cost of the items sold to the buyers of each route so that the management can compare the cost difference between the actual purchase rate and the sold rate of each bill to each party.
AREA WISE SALES: Like wise ROUTE WISE SALES this prints the statement of sales in accordance with AREA..