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How to Assign Powers of Brk/Exp Receive Challan to the user in Marg Books?

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Overview/Benefit to Assign Roles to the User in Marg Books

Process to Assigning Powers of Brk/Exp Receive Challan to the User in Marg Books

OVERVIEW/BENEFIT TO ASSIGN ROLES TO THE USER IN MARG BOOKS

  • Assigning Powers refers to assigning the duties to the operators which facilitates the specialized work in all manners.
  • After assigning the duties to the operators the work will be more transparent in Reports, Accounts, Master etc.

PROCESS TO ASSIGNING POWERS OF BRK/EXP RECEIVE CHALLAN TO THE USER IN MARG BOOKS

  • Firstly, the user will sign in with 'Supervisor ID'.

  • A 'Dashboard' window will appear.
  • Now click on 'Settings' icon.

  • A 'Dashboard Settings' window will appear.
  • In 'User Access & Privileges' option, the user will click on 'Configure'

  • An 'User List' window will appear.
  • Click on 'Roles'.

  • Now select the user whose role needs to be assigned as per the requirement.
  • Suppose select 'Mahak's Role' and click on 'Edit' icon.

  • A 'Role Configurations' window will appear.
  • In 'Menu' (left side), the user will select the menu for which the user needs to assign role to the user.
  • Suppose select 'Sale'.

  • The user will assign the power of 'Brk/Exp Receive Challan' to the user.
  • The user will give the full power of brk/exp receive challan so, place check mark against 'Full'.

  • Then, click on 'Update'.

  • A 'Role Saved Successfully' pop up will appear and press 'ESC' key.

  • In order to 'Re-Login', the user will click on 'Profile' icon on the dashboard window.

  • Click on 'Log Out'.

  • Now, sign in with the 'User ID'.

  • Now Go to Sale > Brk/Exp Receive Challan.

After following the above steps, the user can view that the Brk/Exp Receive Challan will get displayed in User ID of Marg Books.


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