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How to set Party wise Message Setup for Marg Wallet ?

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Ans.1

In Marg Software, the user can set party-wise message setup. With the help of this option, users can set Whatsapp/SMS/Email setup for each party separately as per the requirement.

In order to set Party wise Message setup, the user needs to follow the below steps:

  • Go to Digital > Marg Wallet > Party Message Setup.

  • The user will select the group for which message setup needs to be done.
  • Suppose select 'Sundry Debtors'.

  • Now the user will press 'Enter' key on a particular party for which message setup needs to be done.

In 'Message' column, the user will select the option as per the requirement.

a. Send: Select the option if need to send WhatsApp/SMS/Email.

b. No: Select the option if the user doesn't need to send a message to a party.

In 'Reminder' column, the user will select the option as per the requirement.

a. Whatsapp: Select the option if the user needs to send a reminder only on WhatsApp.

b. SMS: Select the option if the user needs to send a reminder only on SMS.

c. Both: Select the option if the user needs to send a reminder on both Whatsapp and SMS.

d. Email: Select the option if the user needs to send a reminder only on Email.

e. All: Select the option if the user needs to send a reminder on all Whatsapp / SMS / Email.

f. No: Select the option if the user doesn't need to send a reminder.

In 'Stock' column, the user will select the option as per the requirement.

a. No: Select the option if the user doesn't need to send a Stock arrival message.

b. Send Deal: Select the option if the user needs to send a Stock arrival message with Deal.

c. W/o Deal: Select the option if the user needs to send a Stock arrival message without Deal.

  • Now the user will press 'ESC' key to exit from this window.

After following the above steps, the user can set Party wise Message setup for Marg Wallet.


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