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How to Create Set of Item ( Bundle ) in Marg ERP Software ?

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Overview of Set of Item Bundle In Marg ERP Software

Process to Create Set of Item Bundle in Marg ERP Software

Process to Load Set of Item Bundle in Marg ERP Software

Overview of Set of Item Bundle In Marg ERP Software

  • With the help of Marg ERP Software, user can easily create the set of Item bundle and can also load it into the bill.
  • This option saves the time of the customer to create the different bills of that item which have been billed mostly together. This option is used to make a bunch of items.
  • Suppose if there is 4 or 5 items are mostly billed together you can make a bunch of it to bill those items at a time, this enables you to make a single entry at the place of so many entries.

Process To Create Set Of Item Bundle In Marg ERP Software

  • Go to Masters > Rate Master > Set of Items (Bundle).

The user will Select the other options as per the requirement.

a. Item Set No.: The user will define the 'Set No.' of the item as per the requirement.

b. Formula For: The user will enter for ‘how many days’ this set to be issued to the customer.

c. Type: Select whether this Set of Bundle is being created on a ‘Temporary’ basis or on ‘Permanent’ basis.

d. Set Name: Define the 'Name of the set' as per the requirement.

e. Used For: The user needs to mention the 'Uses' for which the set of bundle needs to be used.

f. Party All/Sel: The user needs to select whether the set of bundle will be used for any 'selected party or for all parties'.

g. Party Name: This field will only be highlighted when the user has selected ‘Selected Party’ in ‘Party All/ Sell’.

Press 'Enter' key.

  • The user will select the items which need to be loaded in the bundle.
  • Now, press 'Enter' key to select the Item.

  • Select item as per the requirement.
  • Suppose select ‘Betnesol INJ.' and press 'Enter' key.

  • In ‘Sale/Free’ option, the user will select whether the item needs to be 'sold out' or to be given as 'free' in the bill.
  • Suppose select ‘Sale’.

  • In ‘QTY.’ option, define the 'Number of Quantity' as per the formula which needs to be loaded in Bill.

  • Similarly, the user can load the items in the bundle as per the requirement.
  • Now, press the 'ESC' key to save the set of bundle.

  • The user will select ‘Yes’, to save the changes.

Thereafter, the user can view the created bundle and can load the bundle into the bill.

Process To Load Set Of Item Bundle In Marg ERP Software

  • The user will enter the Date and Party Name as per the requirement.

  • At the time of selecting Item, the user will Press 'Alt+F11' or 'Alt+F12' key.

  • Then the user will select the bundle that is to be loaded in Sale Bill.
  • Suppose, select 'ID' and press 'Enter' key.

  • In 'Bill*Formula' option, the user will mention the formula for set of items as per the requirement.
  • In 'Bill For Amount' option, the user will enter the 'amount for which the bundle' needs to be issued to the customer.

Suppose, the cost for the bundle is Rs 2000, however the bundle contains 6 units of each tablet. But the customer has only RS 1000 so that software will automatically convert the bundle according to the Rs 1000 and will issue 3 tablets of each product to the customer.

  • Press 'Ctrl+W' key to save the bill.
  • Now, press 'Yes' button to save the changes.

After following the above steps, the user can load Set of Item Bundle in Marg ERP Software.


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