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What is the Process of Email Setup in Marg Software ?

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Overview Of E-Mail Setup In Marg Software

Process Of E-Mail Setup In Marg Software

Process To Send Bill On E-Mail In Marg Software

OVERVIEW OF E-MAIL SETUP IN MARG SOFTWARE

  • In Marg Software, E-mail Setup is a facility for the user to send the softcopy and PDF of the sale bill/ purchase bill.
  • E-mail Setup in Marg Software allows the user to send an E-Mail of softcopy and PDF on the issue and receive and also to send e-mail on new bill, modify bill and on bill audits.

PROCESS OF E-MAIL SETUP IN MARG SOFTWARE

  • Go to Masters > Marg Setups > Control Room.

  • A 'Control Room' window will appear.
  • The user will select 'E-Mail Setup'.

  • Now click on ‘Accept’.

An 'E-Mail Setup' window will appear.

a. Email Send From X-No S-MARG Server I-Individual Computer: Select the option as per the requirement.

S-Marg Server: Select the option if needs to send Email through Server of Marg. 

I-Individual Computer: Select the option if need to send an Email through the computer.

Suppose select 'I'.

b. Email Send from W-Marg Wallet [Default] O-Outlook M-SMTP: Select the option 'M'.

c. If SMTP: If the user has an account on Gmail/Yahoo/Hotmail/Rediffmail/ibibo then the user will enter 'Smtp.gmail.com' and Port number '465'.

d. From Mail I.D: The user will now enter the e-mail ID from which the E-mail needs to be sent.

e. User ID: The user will enter the same E-mail ID, mentioned in 'From Mail ID'.

F. Want to Change Password: The user will select 'Y'.

  • Login to 'Gmail Account'.

  • From the right side of the Gmail Account, click on the 'alphabet' icon.
  • Click on ‘Manage your Google Account’.

  • Click on the 'Security' tab.

  • Now click on '2-Step Verification' option.

  • Click on 'Get Started' tab.

  • Enter the Gmail 'Password' and click on 'Next' tab.

  • The user will mention the mobile number which is linked to the Gmail account.

  • Then select the ‘medium’ through which the Code needs to be received i.e. Text Message or Call.
  • Suppose select Text message' and click on 'Next'.

  • The user will enter the OTP which is received via text message.
  • Click on 'Next' tab.

  • A ‘2-Step Verification’ window will appear.
  • Now the user will turn on the option of 2-Step Verification.

  • The user will again click on ‘Manage your Account’ tab.

  • Click on ‘Security’ tab.

  • The user will click on ‘2- Step Verification’ option.

  • A ‘2- Step Verification’ window will appear.
  • Click on ‘App Passwords’.

  • In Case 'App Password' option does not display in 2-Step Verification'.
  • Search 'App' after entering in the 'Security' Tab and click on 'App Passwords'.

  • The user will type MargERP and click on 'Create'.

  • After that Gmail will generate the App Password.
  • Copy this password and save it for future use.

Note: This Password will only show once, that's why save it for future use.

  • Now type the generated password (Without Space) instead of entering the Gmail Password.

  • Again mention the same password.

g. E-mail Ledger in Excel protected with Party Password: If the user needs to e-mail the ledger in Excel protected with a party password then select 'Y/N' respectively as per the requirement.

h. E-mail Ask on 1-New & Modify Bill 2-Bill Audit 3-Modify Bill: Select the option as per the requirement.

1-New & Modify Bill: Select the option if needs software to ask for Email while creating a New Bill or Modify Bill.

2-Bill Audit: Select the option if need software to ask for Email only in bill audit.

3-Modify Bill: Select the option if need software to ask for Email only while Modifying Bill.

Suppose select '1'.

i. If Ask E-mail=1/2, Send Default Y-Yes B-Ask: Select the option as per the requirement.

Send Default A-Yes: Select the option if don't want the software to ask for Email while generating a bill and send auto.

B-Ask: Select the option if need software to ask for Email while generating a bill.

j. Softcopy of Invoice Y-Both, I-Issue, R-Receive: Select the option as per the requirement.

Y-Both: Select the option if needs to share softcopy (CSV/Excel) of both Issue and Receive.

I-Issue: Select the option if needs to share softcopy (CSV/Excel) of only Issue.

R-Receive: Select the option if needs to share softcopy (CSV/Excel) of only Receive.

Suppose select 'N' means don't want to send softcopy (CSV/Excel).

k. PDF Copy of Invoice Y-Both, I-Issue, R-Receive: Select the option as per the requirement.

Y-Both: Select the option if need to share a PDF of both Issue and Receive.

I-Issue: Select the option if need to share a PDF of only the Issue.

R-Receive: Select the option if need to share a PDF of only Receive.

Suppose select 'Y'.

l. PDF Copy N-No T-Ask in Party Master A-All: Select the option as per the requirement.

N-No: Select the option if don't want software to ask for sharing PDF.

T-Ask in Party Master: Select the option if needs software to Ask in Party Master whether to Send a PDF or not.

A-All: Select the option if needs software to by default set 'Yes' to share PDF in All Party Master.

Suppose select 'T'.

m. E-Mail PDF Copy to HO/Godown N-No Y-Ask A-Always send a copy: Select the option if the user wants to E-mail a PDF copy to the Head Office or Godown also.

N-No: Select the option if don't need to send a copy to HO or Godown.

Y-Ask: Select the option if need software to ask to send a copy to HO or Godown.

A-Always send a copy: Select the option if need software to auto send a copy to HO or Godown.

For now, skip it.

  • The user will now press 'ESC' key twice.

  • Now click on ‘Yes’ to save the changes.

  • Go to Masters > Ledger Master > Ledger > Modify Ledger.

  • A 'Ledger Alteration' window will appear.
  • The user will select the ledger in which the Email ID needs to be mentioned.
  • Suppose select 'Kajal' and press 'Enter' key.

  • Now select 'SMS,EMail & Geo'.

  • A 'Message,EMail : Kajal' window will appear.
  • In 'E-Mail' option, mention the party E-Mail ID.

  • In 'Send Email' option, the user will select 'Yes'.

  • Now press 'PageDown' key.

  • A Marg ERP 9+ alert of 'Save Email.....in Master?' will appear.
  • Click on 'Yes'.

PROCESS TO SEND BILL ON E-MAIL IN MARG SOFTWARE

  • Thereafter, when the user creates a Sale bill and click on 'Save Bill'.

  • A 'Send' window will appear.
  • In 'Send Email' option, the user will select 'Yes' and press 'Enter' key.

  • Thereafter, the user can view Bill will get sent on E-Mail ID in Marg Software.

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