Welcome to Marg Care - Marg Books

Home > Marg Book > Controlroommm > How to enable Multi Bill Series in Marg Books ?

How to enable Multi Bill Series in Marg Books ?

1327

Ans.1

Overview/Introduction to Multi series option in Marg Books

Process to Enable & Create New series in Marg books

Process to Modify Series in Marg Books

Process to Delete Series in Marg Books

OVERVIEW/INTRODUCTION TO MULTI SERIES OPTION IN MARG BOOKS

  • Series option in Marg books helps the user to create different series for the different transaction as per the requirement.
  • With the help of this option user can easily add suffix and prefix in the series which helps the user to maintain separate record for each transaction.

PROCESS TO ENABLE & CREATE NEW SERIES IN MARG BOOKS

  • 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 ‘Series’.

  • In ‘Multi Series’ option, the user will select ‘Yes’.

  • Now the user will click on ‘Configure’.

  • A Select for series window will appear.
  • The user will select the nature of transaction (for which the series needs to be enabled).
  • Suppose select Sale Bill.

  • Now press 'F2' key to create the new series.

Then mention all the necessary details as per the requirement.

a. Series Name: Mention the name of the series as per the requirement.

b. Applicable From: Now mention the date from which the series needs to be applicable.

c. Max Length: The user will define the total no. of characters of the series.

Suppose mention '16'.

d. Default Title: Mention the title of the series (If any).

e. Printer Port: Mention the particular printer port for the selected series (If any).

f. Printer format: If selected format needs to be selected for the selected series then select it from the dropdown.

g. Default Group: If selected series needs to be selected for the selected account groups then select it from the dropdown.

h. Criteria: If selected series needs to be selected for the selected salt, category & agency then select it from the dropdown.

Then press 'F10key to save the details.

  • After following the above steps the selected series will get enabled and software will ask it at the time of creating selected transaction.
  • Suppose we’ve enabled for sale bill, so software is asking it at the time of creating sale bill.

PROCESS TO MODIFY SERIES IN MARG BOOKS

  • 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 ‘Series’.
  • Then click on ‘Configure’.

  • Then select the nature of the transaction (for which the user needs to modify the series).
  • Suppose click on ‘+’ sign showing beside the ‘Sale Bill’.

  • Then all the created series for the sale bill will get displayed.
  • Suppose in our case click on ‘Retail’.

  • Now the details of selected series will get displayed.
  • Change the detail of the selected series as per the requirement.
  • Suppose change the prefix of the series and click on F-10 update.

  • Thereafter the changes will get updated successfully in the selected series.

PROCESS TO DELETE SERIES IN MARG BOOKS

  • 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 ‘Series’.
  • Then click on ‘Configure’.

  • Then select the nature of the transaction (for which the user needs to delete the series).
  • Suppose click on ‘+’ sign showing beside the ‘Sale Bill’.

  • Then all the series created for the sale bill will get displayed.
  • Suppose, in our case click on ‘Retail’.

  • Now the details of selected series will get displayed.
  • Then click on ‘Del-Delete’ tab.             

  • Then a confirmation window will appear.
  • Select ‘Yes’ to confirm the process of deletion.

After following the above steps, the selected series will get deleted.


Submit Feedback