Overview Of Order Dispatch (Delivery Management)

Process To Activate WhatsApp Service To Send Dispatch Order Through Marg Wallet

Process To Enable Delivery Management In Marg Wallet

Process to Dispatch Order In Marg Wallet

Process To WhatsApp Dispatch Order Details To Customer In Marg Wallet

Overview of Order Dispatch (Delivery Management)

Through the Delivery Management option, the user can easily provide delivery details to multiple parties through WhatsApp and SMS. Customers can click the preview link in the delivery message to view complete information about their products and make payments through any online payment mode.

Process to Activate WhatsApp Service To Send Dispatch Order through Marg Wallet

Note: Firstly, the user needs to Activate Marg Wallet.

• Go to Digital > Marg Wallet > Activate Services.

• Click on 'SMS/Email/WhatsApp'.

• Now the user will place a check mark on 'SMS' and 'WhatsApp service on which message needs to be sent as per the requirement.
• Suppose select both and click on 'Submit' button.

Process to Enable Delivery Management in Marg Wallet

• Go to Masters > Passwords & Powers > Operator's.

• A 'Password & Authority' window will appear.
• Select the user to make the desired changes. Press 'Enter' key.

• A 'Powers' window will appear in which the user will select ‘Search in All’.

• A 'Powers' window will appear where the user will search 'Delivery'.
• Click on 'Accept'.

• In 'Delivery Management 0-Not Allowed 1-View 2-Edit' option, the user will select '2'.

• The user will now press 'ESC' key.

• Again press 'ESC' key and then click on ‘Yes’ to save the changes.

• A ‘Powers Change’ Pop-Up will appear and then the user will press 'ESC' key.

• Press 'ESC' key and then click on ‘Yes’.

• Now for Re- login the user will press 'Ctrl+U' key on the main screen. 

• A 'Change User' window will appear in which the user will enter the User ID and Password.

• A 'Change User' window will appear in which the user will press 'ESC' key.

Now Enable the Delivery Management option from the Control Room

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.
• The user will select ‘Search in all’. 

• A 'Controls' window will appear in which the user will search 'Delivery'.
• Now click on ‘Accept’.

In 'Delivery Management 0-Without Dispatch Management 1-After Dispatch 2-Not Required', option the user will select the options as per the requirement.

a. 0-Without Dispatch Management: Select the option if needs to use Delivery Management option without Dispatch Management.

b. 1-After Dispatch: Select the option if need to use the Delivery Management option after the Dispatch process is complete.

c. 2-Not Required: Select the option if Delivery Management is not required.

Suppose select '1'.

• The user will now press 'ESC' key twice.

• Now click on ‘Yes’ to save the changes.

Process to Dispatch Order In Marg Wallet

• Go to Transaction > Delivery Management > Delivery.

• The user will place a checkmark on the party whose bills need to be displayed.
• Click on 'Okay' button.

• In 'From' & 'To' option, the user will mention the date range for which bills need to be viewed.

• The user can filter the bills on the basis of 'Area/Route/Station/M.R.' as per the requirement.

• Suppose skip the filter and click on 'Show' button.

• The user can view the Cold storage status of items loaded in the bills.

• As in the control room 'After the Dispatch Management' option is selected that's why checkbox is only showing on the bills whose dispatch process is completed.

• If in the control room, the user has selected 'Without Dispatch Management' then the checkbox will be displayed on all bills.

• Now the user will place a checkmark on the bills that need to be dispatched.
• Now click on 'Dispatch' button.

• Select the Delivery Man as per the requirement.

a. Vehicle No.: Mention the vehicle number as per the requirement.

b. No of Packetes/Parcels: Mention the No of Packetes/Parcels if required.

c. No. of Cartons: Mention the No of Cartons if required.

d. Date of Dispatch: The software will auto-pick the current date as the date of dispatch, also the user can change it as per the requirement.

Click on 'Submit' button.

• The user can view the 'Total 2 Bills submitted' alert will appear, click on 'Ok' button.

Process To WhatsApp Dispatch Order Details To Customer In Marg Wallet

• Now go to Transactions > Delivery Management > Report.

• Mention the date of dispatch for which the report needs to be viewed.
• As on the bills we have mentioned the date of dispatch as '03-07-2024' so mention the same and click on 'Show' button.

• The user can view the bill details and can 'Edit/Print' as per the requirement.

• The view more details of any bills place the cursor on that particular bill and can view it.

• To Send the Dispatch Order Status to the Customer click on 'Send' button.

• A Particular bill will get auto-open and messages sent will be in process.

• A status of bills sent 'Total 2 send, 0 not allowed, Out of 2 Bills' will appear.
• Click on 'Ok'.

• Thereafter, the user can view the Red Tick in front of bills whose message has been sent.