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How to use Approval option for Sale Return Entries in Marg software?

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What is the use of 'Pending & Approval' option?

Process of ‘Pending & Approval’ option in Marg Software

Process to Approve Pending Bills in Marg Software

WHAT IS THE USE OF 'PENDING & APPROVAL' OPTION?

  • Marg ERP Software has a feature to transfer the transactions for approval of the supervisor. Suppose the user is having a chemist shop and the billing person created the sale bills for the customer but those bills need to get checked by the owner of the shop before handing over the billed products to the customers. 
  • So in this case the user can use the option of 'Pending & Approval' of Marg Software and it is obvious that only one person will check and approve the respective invoice so the option can only be enabled for the selected user (owner). 

PROCESS OF ‘PENDING & APPROVAL’ OPTION IN MARG SOFTWARE

  • Firstly, Go to Masters >> Marg Setups >> Control Room. Press Enter.


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

  • A 'Controls' window will appear in which the user will Search “Approval”.
  • Now click on ‘Accept’.

  • An 'Approval' window will appear.
  • In 'Approval Required for Posting Y-Transaction wise A-All N-Nooption, the user will select 'Y'.

  • And in 'Approval for Sales Return'option, the user will select 'Y'.

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

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

After following the above steps, the software will transfer all the new transactions of 'Sale Return' for the approval of supervisor & shows alert 'Pending under approval Process'.

PROCESS TO APPROVE PENDING BILLS IN MARG SOFTWARE (FOR SUPERVISOR'S)

  • Firstly, Go to Masters > Passwords & Powers > Operators. Press Enter.

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

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

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

  • An 'Approval' window will appear.
  • In ‘Operator allowed for Approval’ the user will select ‘Y’.

  • The user will now press 'Esc' key.

  • Again press 'Escape' 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 'Escape' key and then click on ‘Yes’.

  • Now for Re- login the user will press 'Ctrl + Uon 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 go to Transactions > Pendings > Approvals. Press Enter.

  • An 'Approvals Pendings' window will appear where the user can view the sale return transactions which has been created by the user.
  • Now the user will select the bill which needs to be approved and press 'Enter' on it

  • A 'Bill' window will appear. 
  • The user will select the option as per the requirement. 

a. Pending: The supervisor will select the option if the selected bill needs to be kept as pending.

b. Approved: The supervisor will select the option if the selected bill needs to be approved by the supervisor.

c. Open Bill: The supervisor will select the option if the supervisor needs to open the selected bill for the checking purpose.

Suppose select 'Approved'.

  • As the user can view that all the bills have been approved by the supervisor.

And the selected bill will get posted into the records as well.


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