Overview Of Yahoo Setup In Marg ERP Software

Process Of Yahoo Setup In Marg ERP Software

Process To Send Bill On Yahoo In Marg ERP Software

Overview Of Yahoo Setup In Marg ERP Software

• In Marg Software, Yahoo Mail Setup allows the user to send the softcopy and PDF of the sale bill/ purchase bill.
• E-mail Setup in Marg Software allows the user to send an E-Mail of softcopy and PDF on the issue and receive and also to send e-mail on new bills, modify bills, and on bill audits. The user can do mail setup for all kinds of mail as per the requirement.

Process Of Yahoo Setup In Marg ERP Software

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.
• The user will select 'E-Mail Setup'.

• Now click on ‘Accept’.

a. Email Send From X-No S-MARG Server I-Individual Computer: Select the option as per the requirement.

S-Marg Server: Select the option if needs to send Email through Server of Marg. 

I-Individual Computer: Select the option if need to send an Email through the computer.

Suppose select 'I'.

b. Email Send from W-Marg Wallet [Default] O-Outlook M-SMTP: Select the option 'M'.

c. If SMTP: For Yahoo mail setup the user will enter 'Smtp.mail.yahoo.com'.

• Mention Port number '465'.

• The user can view SMTP and Port details here.

d. From Mail I.D: The user will now enter the Yahoo mail ID from which the mail needs to be sent.

e. User ID: The user will enter the same mail ID, mentioned in 'From Mail ID'.

F. Want to Change Password: The user will select 'Y'.

• To generate the Password Login to 'Yahoo Account'.

• Click on 'Profile' icon.

• Now the user will click on 'Add or manage accounts'.

• Now click on 'Account info'.

• The user will go to 'Security' tab.

• Scroll down the page and click on 'Generate app Password'.

• Click on 'Get Started'.

• The user will mention 'MARG ERP' and click on 'Done' button.

• The user can view passwords will be generated.
• Copy this password and save it for future use and click on 'Done'.

Note: This Password will only show once, that's why save it for future use.

• Now type the generated password (Without Space) instead of entering the Yahoo mail Password.

• Again mention the same password.

g. E-mail Ledger in Excel protected with Party Password: If the user needs to e-mail the ledger in Excel protected with a party password then select 'Y/N' respectively as per the requirement.

h. E-mail Ask on 1-New & Modify Bill 2-Bill Audit 3-Modify Bill: Select the option as per the requirement.

1-New & Modify Bill: Select the option if needs software to ask for mail while creating a New Bill or Modify Bill.

2-Bill Audit: Select the option if need software to ask for mail only in bill audit.

3-Modify Bill: Select the option if need software to ask for mail only while Modifying Bill.

Suppose select '1'.

i. Softcopy of Invoice Y-Both, I-Issue, R-Receive: Select the option as per the requirement.

Y-Both: Select the option if needs to share softcopy (CSV/Excel) of both Issue and Receive.

I-Issue: Select the option if needs to share softcopy (CSV/Excel) of only Issue.

R-Receive: Select the option if needs to share softcopy (CSV/Excel) of only Receive.

Suppose select 'Y'.

j. Default N-No Yes in 1-New 2-Modify 3-Both: Select the option as per the requirement.

N: Select the option if needs to default set 'No' for sending Bill on mail.

1-New: Select the option if needs to default set 'Yes' for sending New Bill on mail.

2-Modify: Select the option if needs to default set 'Yes' while Modifying Bill.

3-Both: Select the option if needs to default set 'Yes' for both New and Modify Bill.

Suppose select '1'.

k. PDF Copy of Invoice Y-Both, I-Issue, R-Receive: Select the option as per the requirement.

Y-Both: Select the option if need to share a PDF of both Issue and Receive.

I-Issue: Select the option if need to share a PDF of only the Issue.

R-Receive: Select the option if need to share a PDF of only Receive.

Suppose select 'I'.

l. PDF Copy N-No T-Ask in Party Master A-All: Select the option as per the requirement.

N-No: Select the option if don't want software to ask for sharing PDF.

T-Ask in Party Master: Select the option if needs software to Ask in Party Master whether to Send a PDF or not.

A-All: Select the option if needs software to by default set 'Yes' to share PDF in All Party Master.

Suppose select 'T'.

m. E-Mail PDF Copy to HO/Godown N-No Y-Ask A-Always send a copy: Select the option if the user wants to E-mail a PDF copy to the Head Office or Godown also.

N-No: Select the option if don't need to send a copy to HO or Godown.

Y-Ask: Select the option if need software to ask to send a copy to HO or Godown.

A-Always send a copy: Select the option if need software to auto send a copy to HO or Godown.

Suppose select 'N'.

n. E-Mail already send Alert on 1-Purchase Order 2-All 3-No: Select the option if the user needs an alert for the email if the bill has already been emailed to the party.

a. 1-Purchase Order: Select the option if an alert is only required for Purchase Order.

b. 2-All: Select the option if an alert is required for all types of transactions.

c. 3-No: Select the option if the alert is not required.

Suppose select '1'.

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

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

• Go to Masters > Ledger Master > Ledger > Modify Ledger.

• A 'Ledger Alteration' window will appear.
• The user will select the ledger in which the Email ID needs to be mentioned.
• Suppose select 'Kajal' and press 'Enter' key.

• Now select 'SMS,EMail & Geo'.

• A 'Message,EMail : Kajal' window will appear.
• In 'E-Mail' option, mention the party Mail ID.

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

• Now press 'PageDown' key.

• A Marg ERP 9+ alert of 'Save Email.....in Master?' will appear.
• Click on 'Yes'.

Process to Send Bill On Yahoo In Marg ERP Software

• Thereafter, when the user creates a Sale bill and click on 'Save Bill'.

• A 'Send' window will appear.
• In 'Send Email' option, the user will select 'Yes' and press 'Enter' key.

After following the above steps, the user can view Send Bill on Yahoo ID in Marg Software.