Claims & Statements in Marg ERP Software

Overview to Claims & Statements in Marg ERP Software

Introduction to Claims & Statements in Marg ERP Software

Process of Claims & Statements in Marg ERP Software

Overview to Claims & Statements in Marg ERP Software

Marg ERP has developed a feature “Claims & Statements”. With the help of this beneficial feature, the user can keep and track of the benefits of the claim against the purchases which is being done.

Through Claims & Statements feature, the user can do the entries of their own claims which are given to the customers/salesmen and can also maintain the claim which needs to be taken by the suppliers.         

Introduction to Claims & Statements in Marg ERP Software

Claims & Statements: In this, when the distributor offers different schemes to the retailer in order to boost or increase their sales through which the retailer can claim and avail the benefits of the scheme as offered to them by the companies.

Purchase Claims Pendings

Suppose if the company offers that if 100 quantities of Lux or Dove is being purchased in 3 months then Rs. 5000 will be given as a bonus or any gift or gift voucher etc. So, in order to promote himself the supplier makes these kinds of few schemes which are further offered to the retailers. The purchases are being done on the basis of these schemes but forget to take the benefits of that claim.

Sales Claim Pendings

It means that when the salesman offers bonus/incentives on sale of so much quantity of any of the products to the customers/salesmen i.e. when the supplier offers different schemes in form of bonus/incentives to the customers/salesmen on doing the sale as per defined of a particular product.

 Process of Claims & Statements in Marg ERP Software  

Process of Purchase Claim Option in Marg ERP Software

Firstly, go to Books > Claims & Statements > Purchase Claim Pendings

Fig. 1.1 Menu View to Purchase Claim Pendings option in Marg ERP Software

A Purchase Claim window will appear where the user will specify that offer which is being offered from the company or the supplier i.e. the offer is valid from which date to till date.

Fig. 1.2 View of Purchase Claim Window in Marg ERP Software

Next is “Select Supplier”: As the user will select “Yes”, a Ledger window will appear in which the user will select that particular supplier or from which company the offer has been received. So, press + key in order to select the Ledger. The user can also select the multiple suppliers as per the requirement.

Fig. 1.3 View of Purchase Claim Window in Marg ERP Software

Fig. 1.4 Selecting the Ledger in Marg ERP Software

Suppose Britannia Company have many C&F so this particular offer comes directly from the Britannia Company that if the user has purchased products worth Rs. 5000 from any of the supplier then the user will receive a reward against it. So, in this case the user will select all the Ledgers from '+' key for select individually or press '*' key for select all ledgers of that particular supplier and then press “Escape” key.

The user will select “No” in order to unselect those supplier’s ledgers that has already been selected.

Fig. 1.5 View of Different options of Purchase Claim in Marg ERP Software

Next is “Select”: Here there are 3 options i.e. Items, Company and Category.

Items: Suppose Narala Pharma has offered that if the user does purchases any of the item like Moisture soap or Lux Creamy White Soap worth Rs. 15000 in between the dates 1st to 15^th then the user will receive a laptop as a gift. So, the user will select the option “Items”.

Then select “Yes”. If the user needs to select a single item and needs to select all items i.e. the scheme is valid on all the items then the user will select “All”.

For now the user has received an offer on 2 soaps then the user will select “Yes”.

Fig. 1.6 View of Different options of Purchase Claim in Marg ERP Software

Fig. 1.7 View of Different options of Purchase Claim in Marg ERP Software

Then an items window will appear in which the user will select that product on which the offer is valid/applicable by pressing “+” key. So, the user will select Dove fresh moisture or Lux creamy white and then press “Escape” key. 

Fig. 1.8 Selecting items from Purchase Claim (Pendings) in Marg ERP Software

Company: Suppose the offer is that if the user has purchased any brand of Dove or Lux worth Rs. 15000 then the user will receive a laptop. For that the user will select “Company”.

Then enter “Yes”.

Fig. 1.9 View of Different options of Purchase Claim in Marg ERP Software

Now, from here the user will select “Dove” or “Lux”.

Fig. 1.10 View of Different options of Purchase Claim in Marg ERP Software

Category: If the offer is applicable only on purchase of soap whether it is Lux, Dove or Pears then the user can directly select soap. For now keep it as it is. 

Fig. 1.11 View of Different options of Purchase Claim in Marg ERP Software

Next is “Claim” Option: If the supplier has offered to the user according to the quantity then a. select “Qty”For e.g.: If the supplier has offered that if the user does purchases of 500 quantities of Dove or Lux or any of this then the user will get a reward.

So, in this case select “Qty” and define “500” here.

Fig. 1.12 View of Different options of Purchase Claim in Marg ERP Software

b. If the offer is on “Amount” then select “Amount”. For e.g.: If the offer is that if the user does the purchases of total amount of Rs.15000 on Dove or Lux items then the user will get an reward.

So, in this case the user will select the “Amount” and define 15000 here.

Fig. 1.13 View of Different options of Purchase Claim in Marg ERP Software

c. Qty + Free: It means that if the qty which the user is purchasing from its supplier and free qty is along with it and if free qty is also considered in the total qty of purchase then the user will select “Qty+ Free”.  

For e.g.: The offer is purchase on 500 quantities and out of 500 quantities  the user is getting 10 items as free from the  supplier so that 10 items  will also be considered in purchase .

So, in this case select “Qty +Free” option. For now the user will select “Qty”. 

Fig. 1.14 View of Different options of Purchase Claim in Marg ERP Software

Claim on: Suppose the offer is on purchase of 500 quantities.

If the supplier asks the user that if the user had done purchase of 500 quantities then the user can claim for the reward. Then the user will select “Purchase”. 

Fig. 1.16 View of Different options of Purchase Claim in Marg ERP Software

If the supplier says that whatever the user had purchased from the supplier and out of which whatever the Qty. is being left. So, after deducting the purchase return then the user can claim the reward. In this case the user will select Purchase-Return.

Fig. 1.17 View of Different options of Purchase Claim in Marg ERP Software

Similarly, if supplier says that whatever the Qty. is being left after deducting the Breakage/Expiry from Purchase then the user can claim the reward on that. So, in this case the user will select “Purc-Ret+Brk / Exp” option.

Fig. 1.18 View of Different options of Purchase Claim in Marg ERP Software

Claim Detail: Here, the user can define all the details related to the claim (as shown below) for future references.

Fig. 1.19 View of Different options of Purchase Claim in Marg ERP Software

Now after filling all the details the user will press the Page Down key in order to save the Purchase Claim Entry. So, this is a claim entry which is being just created. In the same way the user can do all the claims entries and save them. 

Fig. 1.20 View of Purchase Claim Entry in Marg ERP Software

The user can also check how much % target has been achieved and view the claims details at the side of the software.

Fig. 1.21 Detailed View of Purchase Claim Entry in Marg ERP Software

There are few short cuts key in the software i.e.

F2:  With the help of F2 Function key the user can do a new claim entry.

Fig. 1.22 View of Purchase Claim Window in Marg ERP Software

If the user needs to modify any purchase claim entry then switch to that particular entry and then press F3 function key.

Fig. 1.23 Process to Modify Purchase Claim Entry in Marg ERP Software

Fig. 1.24Process to Modify Purchase Claim Entry in Marg ERP Software

If the user needs to take a print out of any particular claim then press F10 function key on that particular claim for e.g. if the user needs to take a print out of claim no 003 firstly switch on  it and then press F10 function key and then select print 003 (as shown below)

Fig. 1.25 Process to Take Print of Purchase Claim Entry in Marg ERP Software

This is a print preview from where the user can check from which supplier how much purchase has been done till now, how much offer is applicable and how much has been achieved and whatever the details is being entered that will be also shown here.

Fig. 1.26 Print Preview of Purchase Claim Entry in Marg ERP Software

The user can also refresh the list by pressing F10 function key. If the user requires to refresh a particular claim entry status then press the F10 function key by going on that claim then select “Refresh 001”.

If the user needs to refresh all claims entries then select “Refresh all”.

The claim which is already been selected for now i.e. claim 001 and if the user needs to close it then select “Close”. The particular claim will get closed and will get removed from the list.

Fig. 1.27 View of Report Window in Marg ERP Software

The claims which are being closed can be viewed by going to Books>>Claims & Statements>>Purchase Claims Closed option.

Fig. 1.28 Menu View to Purchase Claims Closed Option in Marg ERP Software

Fig. 1.29 View of Purchase Claims (Closed) in Marg ERP Software

Process of Sales Claims Pendings

The user will go to Books>>Claims & Statements>>Sales Claim Pendings  in order to enter the sales claim entry .

Fig. 1.30 Menu View to Sales Claims Pendings in Marg ERP Software

Specifying Dates: The user will firstly specify whatever the offer is being given is valid from which date to which date.

Fig. 1.31 Specifying the dates in Sales Claim Window in Marg ERP Software

Then is “Select”: Whether the user is creating the offer for customer, salesmen or for the team of the salesmen of the particular or for the team of the salesmen of the particular route. So, firstly the user will select “Customer” and see.

Then enter "Yes”.

Fig. 1.32 Selecting Customer Option in Sales Claim Window in Marg ERP Software

Now from “+ key” the user will select that for which particular customer the offer is being created. The user can also select multi ledgers as per the requirement.

Suppose the user is a supplier whose one of the customer have many retail outlets. So, the user has created an offer for the retail outlet customer that if purchase of Rs. 30,000 is being done then a motorcycle will be given as a reward. In that case the user will select all the retail outlets ledgers of that particular customer.

Next the user will select Salesmen and see. Inthis way the ledger of the salesman will be shown here and from here the will select that particular salesmen to which the offer is being given by pressing “+” key.

Fig. 1.33 Selecting Salesman Option in Sales Claim Window in Marg ERP Software

Fig. 1.34 Selecting Ledger in Marg ERP Software

In the same way by selecting area the user can set this offer for that particular area.

Fig. 1.35 Selecting Area under Select Area Window in Marg ERP Software

After that the user will select that offer which is to be given i.e. whether on a particular Item, Company or Category.

For now the user has selected “item”. Then select that the offer which is being provided is whether for all items or for particular item. For now, select “All”.

Fig. 1.36 View of Sales Claim Window in Marg ERP Software

Claim: Here, the user will select whether the reward is being given on “qty”. Wise purchase, on “qty. + free” or on “Amount”. The user will give the reward on the amount purchased. So, the user will select “Amount”.

Fig. 1.37 View of Sales Claim Window in Marg ERP Software

So, in this way the user will specify that if Ram Avtar salesman had done the sales of RS. 10,000 between the dates 1st to 15^th then the user will offer a Shimla trip as a reward.

Fig. 1.38 View of Sales Claim Window in Marg ERP Software

Then the user will press page down key in order to save this.

Fig. 1.39 View of Sales Claim (Pending) Window in Marg ERP Software

So, in this way all sales claim entries will get saved. Also, there are same shortcut keys i.e. F2 for creating new sale claim and F3 to modify sales claim entry.

Then the user will press F10 function key in order to take a print out of  the selected claim and if the user needs to refresh that particular claim then select “2^nd Option: Refresh S0003” and if the user needs to refresh all the claims then select “Refresh All”. If the user needs to close the selected claim then select “Closed”.

Fig. 1.40 View of Sales Claim (Pending) Window in Marg ERP Software

The user can also view the sales claim which is being closed under “Sales Claim Closed” option.

Fig. 1.41 Menu View to Sales Claim Closed in Marg ERP Software