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What is the process of Collaborative Commerce on the basis of Mobile Number in Marg Books ?

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Ans.1

  • It is a two way communication through which both the supplier and the retailer can carry out the transactions via Mag Books on GST/Mobile/Email Id basis (This article is about Mobile Number Basis).
  • Let's take an example for a seller (Mr. Rahul Kumar) & a buyer (Mr. Mukul Kumar). They both are using Marg Books and they are requiring an option that if seller creates the sale bill for the goods that are selling to the buyer & uploading that bill on server then buyer can easily download that bill from server. 
  • Therefore Marg Books is having that feature, with the help of which it can be done so easily.

PROCESS TO IMPLEMENT COLLABORATIVE COMMERCE FEATURE AS A SUPPLIER IN MARG BOOKS

  • So firstly, the process for the Supplier's Company i.e. Mr. 'Rahul Kumar'.

  • From the right side of the dashboard window, click on ‘Settings’ icon.

  • A ‘Dashboard setting’ window will appear.
  • In Control Room field, click on ‘Configure’ tab.

  • Now in the search Box, type ‘Collab’.

  • Then in ‘Collaborative Commerce’ option, the user will select ‘Yes’. Press 'Enter' key.

  • In 'My Bill Import/Export in Collaborative Commerce on Bases', the user will select 'Mobile'.
  • Now the user will press 'ESC' key to save the changes.

  • An alert of 'Save Changes' window will appear.
  • Select 'Save' to save the changes.

  • Thereafter, the user will click on 'OK' to refresh this page.

  • Now the supplier needs to create the ledger of Buyer. For this go to Master > Accounts Master > Ledger (+).

  • Now the user will mention the name of the buyer & all the necessary details as per the requirement.
  • Mention the mobile number of Mr. Mukul Kumar (Same Mobile Number which is mentioned by Mr. Mukul Kumar in their Company Info)

Image 1: View of Mobile Number mentioned by buyer (Mr. Mukul Kumar) in their company details:

  • Now the user needs to create the sale bill for the buyer. For this Go to Sale > Bill (+).

  • Then select the buyer from the ledger list & load the items bought by the buyer as per the requirement.
  • Click on 'Save'.

  • Thereafter, the seller needs to upload the created bill on the server.
  • For this go to Sale > Bill.

  • A 'GST Invoice List' window will appear.
  • The seller will place a check mark against the bill which needs to be uploaded on the server.
  • Then click on 'Upload'.

  • Now the user can view bill has been uploaded on the server.

PROCESS TO IMPLEMENT COLLABORATIVE COMMERCE FEATURE AS A BUYER IN MARG BOOKS

  • Now, the process for Buyer's company i.e. Mr. Rahul Kumar.

  • From the right side of the dashboard window, click on ‘Settings’ icon.

  • A ‘Dashboard setting’ window will appear.
  • In Control Room field, click on ‘Configure’ tab.

  • Now in the search Box, type ‘Collab’.

  • In ‘Collaborative Commerce’ option, the user will select ‘Yes’. Press 'Enter' key.

  • In 'My Bill Import/Export in Collaborative Commerce on Bases', the user will select 'Mobile'.
  • Now the user will press 'ESC' key to save the changes.

  • An alert of 'Save Changes' window will appear.
  • Select 'Save' to save the changes.

  • Thereafter, the user will click on 'OK' to refresh this page.

  • Now the supplier needs to create the ledger of Seller. For this go to Master > Accounts Master > Ledger (+).

  • Now the user will mention the name of the seller & all the necessary details as per the requirement.
  • Mention the mobile number of Mr. Rahul Kumar (Same Mobile Number which is mentioned by Mr. Rahul Kumar in their Company Info)

Image 1: View of Mobile Number mentioned by buyer (Mr. Rahul Kumar) in their company details.

  • Now the user will download the purchase bill.
  • For this go to Purchase > Bill (+). 

  • Thereafter, the user needs to press 'F11' key on 'Invoice No'. field. 

  • An 'Import Bill' window will appear.
  • The user will select 'Marg to Marg Import' and click on 'Save'.

  • A 'Select Bill to Import' window will appear.
  • The user can view all the bills of the selected supplier where the user needs to place a checkmark against the bill that needs to be imported and then press 'Enter' key.

In 'Import Mapping' section the user will select the options as per the requirement.

a. Bill Number: The user can view the number of bill which is downloaded.

b. Item search Base: The user needs to set the search base of the item.

C. Show Unmatched: The user needs to set that whether the software would show all items for mapping or only unmatched items.

  • An 'Item Mapping' window will appear.
  • The user can view the items of the bill where the user needs to press 'Enter' key to map the items.

  • A 'Select Item' window will appear where the user needs to select the item with which the item needs to be mapped. Press 'Enter' key.

  • The user can view item has been mapped.
  • Then click on 'F11' key to import it.

  • Thereafter, the user can view bill will get imported.
  • Click on the 'Save' tab.


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