Overview of Party Categorization for Discounts in Marg ERP Software

Process To Rename Party Categories in Marg ERP Software

Process to set Party Category wise Discount in Marg ERP Software

Overview of Party Categorization for Discounts in Marg ERP Software

Party Categorization for Discounts option enables the user to categorize their parties (customers) and set the discount as per the requirement.

Suppose if there are approx. 1000 parties and the user wants to set party wise company discounts then the user needs to set discounts for parties one by one which is a hectic and time consuming process.

Process To Rename Party Categories in Marg ERP Software

• Go to Masters > Marg Setups > Control Room.

• The user will select ‘Search in all’.

• The user will search 'Discount Category' and click on 'Accept' button.

• In 'Party Discount Category Name 1' option, the user can view the Party Categories and can rename them as per the requirement.

• The user will press 'ESC' key twice.

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

Process to set Party Category wise Discount in Marg ERP Software

• Go to Masters > Rate & Discount Master > Party Special > Party Categorization & Discount.

• The user will select the Category as per the requirement.
• Suppose select 'Potential Customer' and press 'Enter' key.

• Click on 'Discounts' button.

• Now, the user will enter Item Discount % A, B & C as per the requirement.

• The user can also set discounts on the basis of the Companies under Potential Customer Party Category i.e. what discounts will be applied in these companies under Potential Customer category.
• Suppose the user wants to give discount to E. Merk Pvt. Ltd. i.e. A (30%), B (20%) or C (10%) and the user wants to give B Discount.

Note - The software will first check the discounts which is being defined under Item Discounts, then Party Category wise Discount will be applied.

• Press 'ESC' key.

• The user will again press 'Enter' key on 'Potential Customer'.

• Click on 'Parties' button.

• The user will select those parties which is required to be kept under Potential Customer Category.
• Suppose select 'A2Z Pharmacy' and press '+' key.

• Click on 'Yes' button.

• Press 'ESC' key twice and click on 'Yes' button.

After following the above steps, the user can view that discount will pick as per Category in Marg ERP Software.