Process to Enable Attachment Option while Creating Sale Bill in Marg Books

Process to Attach File in while Creating Sale Bill In Marg Books

Process to Enable Attachment Option while Creating Sale Bill in Marg Books

• Click on the ‘Settings’ Icon.

• In 'Control Room' option, the user will click on ‘Configure’ button.

• The user will search ‘Attachment’.

• In 'Manage All Attachments' option, the user will select 'Yes'.

• Click on 'Configure' button.

• Now, the user will select the 'Transaction Type' for which 'Attachment' option needs to be enabled.
• Suppose the user will put a 'Tick Mark' in Sale Bill.
• Similarly, the user will put a 'Tick Mark' in 'Is Mandatory' field, if the Attachment is mandatory in Bills.

• Click on 'Save' button or press 'F10' key.

• Now, the user will press 'ESC' key.

• Select ‘Yes’ button to save the changes.

• Click on 'OK' button.

Process to Attach File in while Creating Sale Bill In Marg Books

• Go to Sale > Bill. 

• The user will select the Date, Party and Item Name as per the requirement.

• Click on the 'Three Vertical Dots'.

• Click on 'Attachment'.

• Click on the 'Blank File' Icon.

• Now, the user will select the file and click on 'open' button.

• Click on 'Save' button or press 'F10' key.

• Click on 'Save' button or press 'F10' key to save the Bill.

After following the above steps, the user can Attach Document while Creating Sale Bill in Marg Books.