• 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’.

• 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 'Email'.

• Now the user will press 'ESC' key 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 in his software. 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 Email ID of Mr. Mukul Kumar (Same Email ID which is mentioned by Mr. Mukul Kumar in their Company Info).

Image 1: View of Email ID mentioned by the 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' button.

• 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 to the server.

• 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’.

• 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 'Email'.

• Now the user will press 'ESC' key 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 Email Id of Mr. Rahul Kumar (Same Email ID which is mentioned by Mr. Rahul Kumar in their Company Info).

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

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

• After selecting the ledger, 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'.

• A 'Select Bill to Import' window will appear.

• The user will place a check mark against the bill which needs to be imported then press 'Enter' key.

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

a. Bill Number: The user can view the number of bills 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 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 items 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.