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Process to Maintain Transport Master in Marg Books

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Overview/Benefit to Maintain Transport in Marg Books

Process to Create Transport in Marg Books

Process to Modify Transport in Marg Books

Process to Delete Transport in Marg Books

OVERVIEW/BENEFIT TO MAINTAIN TRANSPORT IN MARG BOOKS

  • In Marg Books, the user can easily maintain the details of their Transport.
  • Also the software provides the user a separate master for maintain their necessary details i.e. name, address, mobile no, GST No. etc. which will help the user to create it once and will help them to load it in all the required bills and while generating eway bill.

PROCESS TO CREATE TRANSPORT IN MARG BOOKS

  • Go to Master >> Other Master >> Transport.

Additional Information: If the option of 'Transport' does not show under other Master then click here.

  • A ‘Transport List’ window will appear.
  • Click on ‘Create’.

  • A ‘Create Transport’ window will appear.
  • In ‘Name’ field, the user will mention the name of Transport as per the requirement.
  • Suppose mention ‘Bharat Transport’.

  • In 'More Option field' the user will tick the box and more options will appear.

  • The user will select all the options as per the requirement and the description of the options are as follows:

a. Address: Enter the Address of the Transporter.

b. State: Select the state of the Transporter.

Suppose select 'Delhi'.

c. Pin Code: Enter the Pin Code of the Transporter. 

d. Phone No.: Enter the Phone No. of the Transporter.

e. Mobile No.: Enter the Mobile No. of the Transporter.

f. Mode: Select the mode of the transport like Road, Air, Rail etc.

g. Vehicle No.: Enter the vehicle number of the transport.

h. Status: The user can select whether this transport needs to be continued or discontinued for the billing.

i. GST No.: Enter the GST No. of the Transporter.

  • Now, the user will click on ‘Save’ tab to save the details.

  • A message of ‘Record saved successfully’ will appear.
  • The user can view the newly created transport in the Transport List.

PROCESS TO MODIFY TRANSPORT IN MARG BOOKS

  • Go to Master >> Other Master >> Transport.

  • A ‘Transport List’ window will appear.
  • The user will click on ‘Edit’ icon against that transport which needs to be modified.

  • A ‘Modify Transport’ window will appear.
  • The user can modify the details as per the requirement.
  • Suppose user needs to mention the address of the transport.

  • Then click on 'Update’.

After following the above steps, the user can view that the details of the selected transport have been updated successfully in the Marg Books.

PROCESS TO DELETE TRANSPORT IN MARG BOOKS

Note: if the user has selected the Transport in any particular E-Way Bill then that transport cannot be deleted.

  • Go to Master >> Other Master >> Transport.

  • A ‘Transport List’ window will appear.
  • The user will click on the ‘Delete’ icon against that transport which needs to be deleted.

  • A ‘Confirmation’ window will appear.
  • The user will select ‘Yes’ to delete the selected transport.

After following the above steps, the user can view that the selected transport has been deleted successfully.


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