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What is the process of Collaborative Commerce on the basis of Mobile No. in Marg Software ?

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Overview Of Collaborative Commerce In Marg Software

Process To Enable Collaborative Commerce In Marg Software

Process of Collaborative Commerce on the basis of Mobile No. in Supplier’s Software

Process of Collaborative Commerce on the basis of Mobile No. in Retailer’s Software

OVERVIEW OF COLLABORATIVE COMMERCE IN MARG SOFTWARE

  • It is a two way communication through which both the Supplier and the Retailer can carry out the transactions via business talk on GST number basis/one.
  • When a bill is generated, the time taken by the Supplier (to create a Sale bill) & Retailer (to convert the bill into purchase bill) is same. But the question arises is that when the Supplier generates a sale bill then why there is a need for a Retailer to put more efforts.
  • So, in order to save time and efforts, Marg has developed an option “Collaborative Commerce”. With the help of this option, the invoices get imported automatically for the sale bill generated by the supplier through GSTIN, Mobile No., email address, E-business Code. This can be done in 4 ways i.e. on GSTIN Number & on E Code basis, on Mobile No. basis, on email Address basis.
  • The Retailer and the Supplier should be Marg users .
  • The supplier generates a Sale bill for the Retailer with the Bill no entered in it. This bill is further uploaded through the internet and is automatically received in the Marg Software of the retailer as Purchase bill in which the same Bill no is entered automatically.

PROCESS TO ENABLE COLLABORATIVE COMMERCE IN MARG SOFTWARE

  • Go to Masters > Marg Setups > Control Room.


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

  • A 'Control Room' window will appear in which the user will search 'Marg To Marg'.
  • Now click on 'Accept'.

  • A 'Marg To Marg' window will appear.
  • In 'Marg To Marg Purchase Bill Import/Export', the user will select 'Mobile'.

  • In 'If Mobile,Email', the user will mention the mobile number through which Collaborative Commerce needs to be connect.
  • Press 'ESC' key.

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

  • A 'Controls' window will appear where the user will search 'Export'.
  • Click on 'Accept'.

 

  • An 'Export' window will appear.
  • In 'Option of Data Import/Export/Both/Not Required', the user will select 'Both'.

  • The user will now press 'ESC' key to save the changes.

  • Now click on 'Yes' to save the changes.

PROCESS OF COLLABORATIVE COMMERCE ON THE BASIS OF MOBILE NO. IN SUPPLIER’S SOFTWARE

 Points to Remember:

  • Make sure that the Mobile No. i.e. on which the collaborative commerce is being done that needs to be registered with the licence of Marg Software.
  • Before using the option of collaborative commerce both Supplier & Retailer needs to set base on which the collaborative commerce needs to be done i.e. on GSTN bases, Mobile No, Email etc. Suppose, select 'Mobile'.
  • Also, both the Supplier and Retailer need to make sure that they are "Active for Online Purchase" in each other's software.
  • Firstly, Suppose in the software of the supplier, the name of his company is “Marg ERP LTD” and the Mobile No. of the Supplier is say for e.g. 99********.

  • Let’s generate a Sale Bill.
  • Go to Transactions > Sale > Bill.

  • A 'Sale Entry' window will appear.
  • The user will mention the Date as per the requirement.
  • Suppose mention '30-07-2020'.

  • The user will press 'F3' key on the particular party.

  • Click on 'Ledger Detail'.

  • A 'Modify Ledger' window will appear.
  • The user mention the Mobile no. of the retailer and press 'Ctrl+W' key to save the details.

Note 1: The Supplier needs to make sure that he has selected the ‘Mobile No' in 'Bill Export field' in retailer's Ledger.

  • Now the user will select 'Active Online Purchase'.

  • A Marg ERP 9+ alert will appear to Active Online Purchase for the party.
  • Click on 'Yes'.

  • Now the user will create Sale Bill.
  • Suppose load 2 items into bill and press 'Ctrl+W' key to save the bill.

  • Now,  go to Transactions > Sale > Upload on Server Pending in order to upload the invoices to the server.

  • An 'Upload Server Pendings' window will appear.
  • The user can view the Sale bills which have been generated for the Registered Customers. 
  • Now press 'SpaceBar' key to select the bill which needs to be upload on the server.

Note 2: A Single bill can be selected by space bar key and multiple bills can be selected by Asterisk key (*).

 

  • Now press 'F6' key to upload the invoice on the server. 
  • Then click on 'Yes' in order to give a confirmation to upload it.


PROCESS OF COLLABORATIVE COMMERCE ON THE BASIS OF MOBILE NO. IN RETAILER’S SOFTWARE

  • Now, in the software of the Retailer (Ahuja Medicine Centre) mention the Mobile No. of the firm.

  • In order to Import Bill No: AB0000026, go to Transactions > Purchase > Bill. Press Enter.

  • A 'Purchase Entry' window will appear.
  • The user will mention the 'Date' as per the requirement.
  • Suppose mention '31-07-2020'.

  • A 'Ledgers' window will appear.
  • The user will press 'F3' key on Particular party for which bill needs to be Import.

  • The user will select the 'Ledger Detail'.

  • The user mention the Mobile no. of the supplier and press 'Ctrl'W' key to save the details.

Note 3: The Retailer needs to make sure that he has selected the ‘Mobile NO’ in 'Bill Export field' in Supplier's Ledger.

  • Now the user will select 'Active Online Purchase'.

  • A Marg ERP 9+ alert will appear to Active Online Purchase for the party.
  • Click on 'Yes'.

  • Once the ledger details saved, the Retailer needs to press 'F10' key  in order to import the bill.

  • A 'Select Bill to Import' window will appear.
  • The user will press 'Enter' key on the bill which needs to be imported.

An 'Import Mapping' window will appear where the user will select options as per the requirement.

a. Item Search Base: The user will select the base for item search from the drop down.

b. Show un-matched: The user will select whether unmatched items will be displayed or all items that are also mapped will be displayed along with the un-matched. 

c. Replace A-Rate: The user needs to select with which rate user needs to replace A-Rate.

d. Replace G-Rate: The user needs to select with which rate user needs to replace G-Rate. 

  • Then an ‘Item Mapping Total Records’ window will appear.
  • Here, all the item of that bill will get displayed which needs to be imported in the software.
  • If item is not been created in the software then the user needs to create it first by pressing (+) on this window.
  • If item is already been created in the software then the software will automatically mapped the existing items or if user needs to map it with other item then can map by pressing Enter key on it.
  • Suppose in our case the item is already been created so software has automatically mapped the items.

  • A 'Save Changes' window will appear.
  • The user will click on 'Yes' to save the details.

  • Now, the software will indicating that all the items have been matched.
  • So, enter on 'Accept' to continue.

  • Once, the process is being completed, the user can view the item that has been loaded into the bill.
  • Now save the bill by pressing 'Ctrl+W' key.
  • A 'Save Changes' window will appear.
  • The user will select 'Yes' to save the changes.

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