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    How to Generate Report for Quotation, Proforma Invoice, Delivery Challan, Purchase Order, Sale Order, Job Work, Credit Note or Debit Note

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    Step 1 : Click on the report menu then click on other documents sub-menu

    Step 2 : In the report options, you now have the flexibility to select the type of report you wish to generate, such as delivery challan, job work, sales order, proforma invoice, debit or credit note, and more. Additionally, you can specify the customers, products, and the desired date range for which you want to generate the report.

    – Opt for the customized report feature, where you can select specific checkboxes corresponding to the elements you wish to include in the report. After making your selections, click the search button to generate and view your customized report.

    Step 3 : Now you can see the generated report which you can print, export, download PDF and send mail by clicking on the desired option

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