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MarwariPlus (M21)
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SaleSale

How to reach itVouchers tab›Sale›then Add
इसे कहाँ पाएँVouchers tab›Sale›then Add
OverviewOverview

Sale is the main billing screen. Pick the customer, add the products, and MarwariPlus works out GST and totals, reduces stock, prints the invoice, and can generate the e-Invoice and e-Way Bill.

Sale mukhya billing screen hai. Customer chunein, products add karein, aur MarwariPlus GST aur totals nikaalta hai, stock ghatata hai, invoice print karta hai, aur e-Invoice aur e-Way Bill bhi generate kar sakta hai.

Why it mattersयह क्यों ज़रूरी है
Fast, compliant billing — one screen produces the invoice, updates the books and stock, and handles GST filing readiness.Tez, compliant billing — ek screen invoice banati hai, books aur stock update karti hai, aur GST filing readiness sambhalti hai.
In detail

The Sale screen is where you bill a customer, and it's the busiest screen in the software. You pick the customer and add the products; MarwariPlus works out the GST and totals, and on save it does everything at once — posts the amount to the customer's account, reduces the stock, and (if the series is set for it) prints the invoice and generates the e-Invoice and e-Way Bill.

One choice to understand is Nature: Excluding tax means you type rates before GST and tax is added on top; Including tax means your rate already has GST inside and the system works backwards. Bill To is who's billed; Ship To can be a different delivery address.

Step by step
  1. Open it — Vouchers tab → Sale, then click Add, and pick the correct Sale Series.
  2. Set the Date and Nature (Including / Excluding tax).
  3. Pick Bill To (and Ship To if different); the customer's balance shows alongside.
  4. For each product: choose it, enter Quantity and Rate, any discounts, then Add.
  5. Add charges if needed — Ctrl+H applies a whole Charge Set (freight, packing, round-off).
  6. Fill Transporter / Truck No. / Agent / Narration as required.
  7. Check the Total, press Ctrl+S to save, answer any prompts, then Ctrl+P to print (or it prints / WhatsApps / e-mails automatically if the series is set for it).
FieldWhat to enter / why
SeriesThe sale type — sets numbering, print format and which GST buttons show.
NatureIncluding / Excluding tax — how the rate relates to GST.
Bill To / Ship ToThe customer, and the delivery address if different.
Ref. No. / Due DateCustomer's reference and when payment is due.
Item linesProduct, Quantity, Rate, up to three discounts.
ChargesFreight / packing / round-off (Ctrl+H for a set).
Transporter / Truck No.For the e-Way Bill and delivery.
Example
Billing a customer. Sell Sharma Traders 50 × Parle-G @ ₹10, Excluding tax. Pick the Sale series, Bill To = Sharma Traders, add 50 × 10 → the system adds 18% GST (₹90) for a total of ₹590, reduces Parle-G stock by 50, and posts ₹590 to Sharma's account. Ctrl+S, then Ctrl+P to print.
Tip
Handy keys: Ctrl+S save · Ctrl+P print · Ctrl+H apply a Charge Set · Ctrl+R change rate source · Ctrl+F8 tax details.
Tip
Rate field greyed out = the user has no rate-change right (only Qty is editable). ‘Please Enter Number in Ledger’ when sending = the customer has no phone/email saved.
Watch out
Common save messages map to a rule, not a bug: “Voucher Date cannot be greater than Login Date”, “(item) Negative Stock Billing not Allowed”, “HSN Code Required”, “Voucher is already Approved, Voucher cannot be Edited.”. Explain the rule and move on.
Technical details · for support

How the behaviour of this screen is controlled:

  1. Print layout & copies: Setup → Voucher Series → the sale series → set Print Format and Print Copy.
  2. Turn e-Invoice / e-Way on: Setup → Voucher Series → tick ‘Einvoice Allowed’ / ‘EwayBill Allowed’.
  3. Auto-send: on the series set IsWhatsapp / IsEmail so a saved bill goes out automatically.
  4. Make HSN or Agent mandatory: Control Room → ‘HSNCode is Compulsory’ / ‘Agent Is Compulsary’ (Sale / Purchase / Both) → set the value.
  5. Allow, warn or block negative stock: this is per user — Administration → User → ‘Negative Stock Billing’ → Allowed / Not Allowed / Warning.
  6. Who can change rates / back-date: Administration → User → the user → rate-change right (No / Yes / Purchase Only / Sale Only / MRP Only) and Back Date Entry.
Watch out
After changing any Control Room setting, ask the user to re-login — settings load at login.
In detail

Sale screen wahan hai jahan aap customer ko bill karte hain, aur ye software ki sabse busy screen hai. Aap customer chunte hain aur products add karte hain; MarwariPlus GST aur totals nikaalta hai, aur save par sab ek saath karta hai — amount customer ke account par post karta hai, stock ghatata hai, aur (agar series ussi ke liye set ho) invoice print karke e-Invoice aur e-Way Bill generate karta hai.

Ek cheez samajhne wali hai Nature: Excluding tax ka matlab aap GST se pehle ke rates type karte hain aur tax upar se joda jaata hai; Including tax ka matlab aapke rate mein GST pehle se andar hai aur system ulta calculate karta hai. Bill To wo hai jise bill kiya jaata hai; Ship To ek alag delivery address ho sakta hai.

Step by step
  1. Ise kholein — Vouchers tab → Sale, phir Add par click karein, aur sahi Sale Series chunein.
  2. Date aur Nature (Including / Excluding tax) set karein.
  3. Bill To chunein (aur alag ho to Ship To); customer ka balance saath dikhta hai.
  4. Har product ke liye: use chunein, Quantity aur Rate daalein, koi discounts, phir Add.
  5. Zaroorat ho to charges add karein — Ctrl+H poora Charge Set (freight, packing, round-off) apply karta hai.
  6. Transporter / Truck No. / Agent / Narration jaisa chahiye bharein.
  7. Total check karein, Ctrl+S dabakar save karein, koi prompts ka jawab dein, phir Ctrl+P se print karein (ya agar series set ho to ye apne aap print / WhatsApp / e-mail ho jaata hai).
FieldKya daalein / kyun
SeriesSale type — numbering, print format aur kaunse GST buttons dikhein, ye set karti hai.
NatureIncluding / Excluding tax — rate ka GST se kya rishta hai.
Bill To / Ship ToCustomer, aur alag ho to delivery address.
Ref. No. / Due DateCustomer ka reference aur payment kab due hai.
Item linesProduct, Quantity, Rate, teen tak discounts.
ChargesFreight / packing / round-off (set ke liye Ctrl+H).
Transporter / Truck No.e-Way Bill aur delivery ke liye.
Example
Customer ko bill karna. Sharma Traders ko 50 × Parle-G @ ₹10, Excluding tax bechein. Sale series chunein, Bill To = Sharma Traders, 50 × 10 add karein → system 18% GST (₹90) jodta hai, total ₹590, Parle-G stock 50 ghatata hai, aur ₹590 Sharma ke account par post karta hai. Ctrl+S, phir Ctrl+P se print.
Tip
Kaam ki keys: Ctrl+S save · Ctrl+P print · Ctrl+H Charge Set apply · Ctrl+R rate source badlein · Ctrl+F8 tax details.
Tip
Rate field greyed out = user ke paas rate-change right nahi (sirf Qty editable hai). Bhejte samay ‘Please Enter Number in Ledger’ = customer ka phone/email save nahi hai.
Watch out
Common save messages ek rule se jude hote hain, bug se nahi: “Voucher Date cannot be greater than Login Date”, “(item) Negative Stock Billing not Allowed”, “HSN Code Required”, “Voucher is already Approved, Voucher cannot be Edited.”. Rule samjhaayein aur aage badhein.
Technical details · for support

Is screen ka behaviour kaise control hota hai:

  1. Print layout & copies: Setup → Voucher Series → sale series → Print Format aur Print Copy set karein.
  2. e-Invoice / e-Way on karein: Setup → Voucher Series → ‘Einvoice Allowed’ / ‘EwayBill Allowed’ tick karein.
  3. Auto-send: series par IsWhatsapp / IsEmail set karein taaki saved bill apne aap chala jaaye.
  4. HSN ya Agent mandatory karein: Control Room → ‘HSNCode is Compulsory’ / ‘Agent Is Compulsary’ (Sale / Purchase / Both) → value set karein.
  5. Negative stock allow, warn ya block karein: ye per user hai — Administration → User → ‘Negative Stock Billing’ → Allowed / Not Allowed / Warning.
  6. Kaun rates badal sakta / back-date kar sakta hai: Administration → User → user → rate-change right (No / Yes / Purchase Only / Sale Only / MRP Only) aur Back Date Entry.
Watch out
Koi bhi Control Room setting badalne ke baad, user ko re-login karne ko kahein — settings login par load hoti hain.
Common questionsआम सवाल
“Voucher Date cannot be greater than Login Date” when saving.Save karte samay “Voucher Date cannot be greater than Login Date”.
The bill's date is after today's login date. It's a rule, not a bug — use the correct date, or change the login date if genuinely needed.
Bill ki date aaj ki login date ke baad ki hai. Ye ek rule hai, bug nahi — sahi date use karein, ya genuinely zaroorat ho to login date badlein.
The e-Invoice / e-Way button isn't showing on a sale.Ek sale par e-Invoice / e-Way button nahi dikh raha.
Those buttons are enabled per Series — check Einvoice Allowed / EwayBill Allowed on the sale series (Administration → Series).
Wo buttons har Series par enable hote hain — sale series par Einvoice Allowed / EwayBill Allowed check karein (Administration → Series).
The rate field is greyed out — only quantity is editable.Rate field greyed out hai — sirf quantity editable hai.
That user has no rate-change right. Set it on Administration → User (No / Yes / Purchase Only / Sale Only / MRP Only).
Us user ke paas rate-change right nahi hai. Ise Administration → User par set karein (No / Yes / Purchase Only / Sale Only / MRP Only).
“Please Enter Number in Ledger” when sending a bill.Bill bhejte samay “Please Enter Number in Ledger”.
The customer has no phone/email saved. Add a Mobile/WhatsApp number or E-mail on their ledger.
Customer ka phone/email save nahi hai. Unke ledger par ek Mobile/WhatsApp number ya E-mail add karein.
Self Test · for support trainingSelf Test · support training के लिए
Not attemptedअभी नहीं किया

3 quick questions — pick an answer to see if it's right and why. For team practice; it doesn't affect your progress.3 छोटे सवाल — कोई answer चुनें और देखें सही है या नहीं, और क्यों। Team practice के लिए; इससे आपकी progress पर कोई असर नहीं पड़ता।

Q1.On a sale, “Including tax” Nature means…Ek sale par “Including tax” Nature ka matlab…

Answer:जवाब: Including tax = the rate already has GST inside and the system works backwards; Excluding = GST is added on top. Including tax = rate mein GST pehle se andar hai aur system ulta calculate karta hai; Excluding = GST upar se joda jaata hai.

Q2.Which shortcut applies a whole Charge Set (freight, packing…)?Kaunsa shortcut poora Charge Set (freight, packing…) apply karta hai?

Answer:जवाब: Ctrl+H applies a Charge Set; Ctrl+S saves, Ctrl+P prints, Ctrl+R changes the rate source. Ctrl+H ek Charge Set apply karta hai; Ctrl+S save, Ctrl+P print, Ctrl+R rate source badalta hai.

Q3.CGST+SGST vs IGST on a bill is decided by…Bill par CGST+SGST vs IGST kis se tay hota hai?

Answer:जवाब: Same state as your firm → CGST+SGST; different state → IGST. It's automatic from the party's state. Aapki firm ke same state → CGST+SGST; alag state → IGST. Ye party ke state se apne aap hota hai.
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