Overview Of Party Not Visited In Marg Wallet

Process To Activate Party Not Visited Service Through Marg Wallet

Process To Set Days For Party Not Visited Through Marg Wallet

OVERVIEW OF PARTY NOT VISITED IN MARG WALLET

Marg ERP presents the Marg Wallet, a cutting-edge solution for contemporary business requirements. With Marg Wallet, users can send reminders via WhatsApp to clients who have not visited their shop or conducted any transactions.

PROCESS TO ACTIVATE PARTY NOT VISITED SERVICE THROUGH MARG WALLET

• Go to Digital > Marg Wallet > Activate Services.

• Click on 'SMS/Email/WhatsApp'.

• In 'Party Not Visited' and 'WhatsApp' services,  the user will place a checkmark.
• Click on 'Submit' button.

PROCESS TO SET DAYS FOR PARTY NOT VISITED THROUGH MARG WALLET

• Go to Masters > Marg Setups > Control Room.

• The user will select 'SMS/WhatsApp Setup'.

• A 'SMS Setup' window will appear.
• Now click on ‘Accept’.

A 'SMS Setup' window will appear.

a. Messages Send through M-Marg Server / N-Individual Computer / X-Not Required: Select the option as per the requirement.

M-Marg Server: Select the option 'M' if need to send WhatsApp through Server File (Make sure Server file is opened).

N-Individual Computer: Select the option 'N', if need to send WhatsApp through Net (Make sure the net is connected).

Suppose select 'N'.

b. Message P-Setup in Party Master or Default W-Whatsapp S-SMS B-Both: The user will select the option as per the requirement.

P-Setup in Party Master or Default: Select the option if needed to enable the option party-wise.

W-WhatsApp: Select the option need to enable only WhatsApp for all Parties.

S-SMS: Select the option needed to enable only SMS for all Parties.

B-Both: Select the option to enable both WhatsApp and SMS.

Suppose select 'W-WhastApp'.

c. Message Party not visited in last ??? days: Mention the days after which the WhatsApp will be sent to the party if there is no transaction.

Suppose mention '10'.

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

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

• The user can view Party Last Transaction on '08-May-2024'.

• Now suppose there has been no transaction of this party for 10 Days, after that, the party will auto-receive WhatsApp for not visiting.