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How to WhatsApp Bill to MR ( Salesman ) with Customer through Marg Wallet ?
Ans.1

In Marg Software, users can send invoices via WhatsApp to parties using the Marg Wallet. Additionally, users have the option to WhatsApp invoices to the MR (Salesman) as needed.

  • Go to Masters > Marg Setups > Control Room.

  • A 'Control Room' window will appear.
  • The user will select 'SMS/WhatsApp Setup'.

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

  • Press 'PageDown' key.

Note: For WhatsApp Setup Click Here.

  • In 'Message to Salesman', the user will select 'Y'.

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

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

  • Now the user will create a sale Bill and select the MR as per the requirement.

Note: To enable Salesman Click Here

  • The user will press 'Ctrl+W' key and click on 'Save Bill'.

  • In 'Send Message' option, the user will select 'Yes'.

After following the above steps, the user can WhatsApp Bill to MR (Salesman) with Customer through Marg Wallet.


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