Overview of E-Billing App

Process to Integrate E-Billing App with Marg Software

OVERVIEW OF E-BILLING APP

• E-Billing App introducing convenience to salesman by enabling them to manage collection, orders, and billing. Salesmen can access dispatch and replacement status, preview shortages, check post-dated checks (PDC), outstanding payments from retailers, and monitor stock status.
• This App seamlessly integrates with Marg software, allowing users to import bills created through the app into the Marg Software.

PROCESS TO INTEGRATE E-BILLING APP WITH MARG SOFTWARE

• Go to Masters > eBusiness Setup.

• An 'eBusiness Setup' window will appear.
• The user will click on 'Salesman Setup' tab.

• A 'Salesman Setup' window will appear.
• In 'M.R.' option, the user will select the salesman from the dropdown for which e-billing app id needs to be created.
• Suppose select 'Shyam Singh'.

• In 'User ID' option, the user will mention the user id for salesman as per the requirement.
• In 'Password' option, the user will enter the salesman user id password as per the requirement.

• In 'Registration ID' option, the user will enter the Marg ID which is located on the bottom left of the E-billing App.

• Fig 1.1: View of Marg ID on the E-Billing App.

• In 'Type' option, the user will select 'Bill'.

a. Oustanding: The user will select 'Y' to display retailer outstanding to the salesman otherwise, keep the option as 'N'.

b. PDC: The user will select 'Y' to display Post Dated Check to the salesman otherwise, keep the option as 'N'

c. Company: The user will select the company to access salesman otheriwse, keep the option as 'N' or to select all companies click on 'All'.

d. Party Balance: The user will select 'Y' to display Party Balance to the salesman otherwise, keep the option as 'N'

e. Collection: The user will select 'Y' to display Collection to the salesman otherwise, keep the option as 'N'

f. Store: The user will select the store to access salesman otheriwse, keep the option as 'N' or to select all stores click on 'Whole'.

g: Bill Series: The user will enter the bill series, which the salesman will use to generate bills. This same series will also be activated in the Marg Software.