Broker Wise

Here are the steps to generate Purchase Selective Broker Wise Report. To learn more, you can also watch this RELY Online tutorial video:

Purchase Selective Report - Broker Wise

To generate Purchase Selective Broker Wise Report in Rely, first select the desired company.

1. Go to Reports > Purchase > Selective and press Enter key.

2. List of day-books will appear. Select the day-book for which you want to generate the report by pressing Space-bar key and press Enter key.

3. In Wise, select Broker wise option here and press Enter key.

4. In Col-Row Heading List, select the Column Row Heading for which you want to generate the report and press Enter key.

5. In Selection Box, press Plus/Minus (+/-) keys to select or de-select any option and then press Enter key.

6. In Options, press Plus/Minus (+/-) keys to select or de-select any option and then press Enter key.

7. Enter other details such as:

Period - Select the date range for which you want to generate the report.

Report Type - To view report with Col-Row Head wise separate columns, select C/R Headwise option. To view report with Invoice and its adjusted amount against it in other column, select With Adjustment Details option, otherwise select Normal option.

State - Select All option here, if you want to generate report for all the states, otherwise for a particular state, select Selected option and then select the state.

Account - Select All option here, if you want to generate report for all the accounts, otherwise for a particular account, select Selected option and then select the account.

Item - Select All option here, if you want to generate report for all the items, otherwise for a particular item, select Selected option and then select the item.

Screen - Select All option here, if you want to generate report for all the item screens, otherwise for a particular item screen, select Selected option and then select the item screen.

Invoice Type - Select All option here, if you want to generate report for all the invoice types, otherwise select Selected option and then select the invoice type by pressing Space-bar key.

Invoice Sub Type - Select All option here, if you want to generate report for all the invoice sub types, otherwise select Selected option and then select the invoice sub type by pressing Space-bar key.

Supply Type - Select All option here, if you want to generate report for all the supply types, otherwise select Selected option and then select the supply type by pressing Space-bar key.

Once all the details are entered/selected, press Enter key.

8. In Device: To only view the report, select Screen option.

To view and print the report, select File option.

To directly print the report without viewing, select Printer option.

To exit from here, select Exit option.

9. Report will be generated according to the selected criteria. To print the report, press ESC key and select Print option.

10. To view the report in any other format such as word, Excel, etc; select Send To option and press Enter key and then select the format.

11. To exit, press ESC key.