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 'F10' key 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.