Overview/Introduction to E-mail Setup in Marg ERP Software

Process of E-mail Setup in Marg ERP Software

OVERVIEW/INTRODUCTION TO E-MAIL SETUP IN MARG ERP SOFTWARE

• In Marg Software, E-mail Setup is a facility for the user to send the softcopy and PDF of sale bill/ purchase bill.

• E-mail Setup in Marg Software allows the user to send e-mail of softcopy and PDF on issue and receive and also to send e-mail on new bill, modify bill and on bill audit.

PROCESS OF E-MAIL SETUP IN MARG ERP SOFTWARE

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

• A 'Control Room' window will appear.

• The user will select ‘E-mail/WhatsApp Setup’. Press 'Enter'.

• An 'E-mail Setup' window will appear. The user will click on ‘Accept’.

• An 'E-mail Setup' window will appear with different options i.e.

• Default in Party if Blank B for Both E-mail and WhatsApp, E for Email and W for WhatsApp: It means that to whichever party the user needs to send the bill then how it is to send i.e. whether the user will E-mail it or send on WhatsApp or send them via both E-mail and WhatsApp.

• Suppose the user will select “E” here i.e. send the bill via E-mail.

• Ask Party Wise Y-Yes N-Use as Default and A- Auto Decide: It means that whenever the user will send the bill to a particular party then the software must ask before.

• So, the user will set here as “Y”.

• “N” means that suppose if the user has set “B” i.e. both E-mail and WhatsApp in the first option then the software will by default send the E-mail and WhatsApp to the parties.

• Similarly, if the user will set Auto Decide means “A” here, then the software will decide on its own that how the bill should be sent. If the software gets both WhatsApp number and E-mail id in the ledger of that particular party, then the software will send the bill on both.

• If the software gets the WhatsApp number then it will only send the bill on WhatsApp and not on E-mail and if the software gets the E-mail id then it will only send the bill on E-mail id and not on WhatsApp.

• E-mail send from I- Individual Computer/ S- Marg Server: In ‘E-mail send from I- Individual Computer/ S- Marg Server’ option, the user will select whether to send E-mail from the individual computer or from Marg Server.

• Suppose the user wants to send E-mail from Marg Server then select ‘S’.

• E-mail from 0-Outlook M-SMTP: Next, in ‘E-mail from 0-Outlook M-SMTP’ option, the user will select whether to send E-mail from SMTP or Outlook as M or O respectively.

• Suppose the user needs to send E-mail from SMTP select ‘M’.

• Now if the user has an account on Gmail/Yahoo/Hotmail/Rediffmail/ibibo then the user will enter the SMTP and Port number as specified.

• Suppose the user has an account on G-mail, then the user will enter the SMTP as ‘smtp.gmail.com’ and the Port no. as ‘465’.

• From Mail I.D: The user will now enter the e-mail id from which to send an E-mail in ‘From E-mail id’.

• Suppose enter ‘margerp@gmail.com’.

• User ID: Then in ‘User ID’, the user will enter the same E-mail ID that was mentioned before in ‘From E-mail ID’.

• So, again the user will enter ‘margerp@gmail.com’.

Want to Change Password: In ‘Want to change password’ option the user will select ‘Y’

•  Then, the user will login to Gmail Account by mentioning ‘Email ID’ and ‘Password’.

• A ‘Gmail Account’ window will appear.

• From the right side of the Gmail Account, click on the ‘alphabet’ icon.

• Click on ‘Manage your Google Account’.

• Then from the left side, click on the ‘Security’ tab.

• Now click on ‘2-Step Verification’ option.

• A ‘2-Step Verification’ window will appear.

• Click on ‘Get Started’ tab.

• Then enter the Gmail ‘Password’ and click on ‘Next’ tab.

• The user will mention the mobile number which is linked with the Gmail account.

• Then select the ‘medium’ through which the Code needs to be received i.e. Text Message or Call.

• Suppose tick the circle of ‘Text message’.

• Then click on ‘Next’ tab.

• The user will enter the code (OTP) here which is received via text message.

• Then click on ‘Next’ tab.

• A ‘2-Step Verification’ window will appear.

• Now the user will turn on the option of 2-Step Verification.

• The user will again click on ‘Manage your Account’ tab.

• Click on ‘Security’ tab.

• The user will click on ‘2- Step Verification’ option.

• A ‘2- Step Verification’ window will appear.

• Click on ‘App Passwords’.

• An ‘App Passwords’ window will appear.

• The user will type Marg ERP and click on 'Create'.

• After that the Gmail will generate the App Password which will be shown only ONCE. The user will copy this password & save it for future use.

• Then an ‘E-mail Password’ window will appear.

• Now type the password (Without Space) here which the user has generated instead of entering the Gmail Password.

• The user will now again paste the copied password. Press 'Enter'.

• E-mail Ledger in excel protected with Party Password: If the user needs to e-mail the ledger in excel protected with party password then select ‘Y’ or ‘N’ as yes or no respectively as per the requirement.

• Suppose the user does not want to E-mail ledger in excel protected with party password then select ‘N’.

• WhatsApp send from X-No I-Individual Computer S-Marg Server: It means that if the user does not want to send the Bill through WhatsApp then select ‘X’ here.

• If the user is sending the bill to the party on WhatsApp and select “I” here i.e. Individual Computer then the software will send the WhatsApp through the computer.

• And if user selects ‘S’ i.e. Marg Server then WhatsApp will be sent through the Marg server.

• Suppose the user selects here ‘X’ i.e. No.

• Send with 1-Web Browser [Recommended] 2-From DLL: In this option, the user will select ‘1’ i.e. Web Browser.

• E-mail/WhatsApp Ask on 1-New and Modify Bill 2- Bill Audit 3-Modify Bill: In this option the user can select accordingly that when the software should ask for E-mail.

• Suppose the user wants that the software should ask for E-mail on New and Modify Bill then select ‘1’.

• If Ask E-mail/WhatsApp=1/2, Send Default Y- Yes N- Ask: As the user has selected ‘1’ or ‘2’ then will select whether to ask or to send e-mail by default.

• Suppose the user wants that the software should ask before sending E-mail then select ‘N’.

• Softcopy of Invoice Y- Both, I- Issue, R- Receive: Now the user will select whether to e-mail the softcopy of invoice on issue, receive or on both.

• Suppose the user wants to e-mail the softcopy on both receive and issue then select ‘Y’.

• Softcopy N-No, T- Ask in Party Master, A- All: The user will select if the user wants to send e-mail softcopy or wants that the software should ask in party master.

• Suppose select ‘T’ if the user wants that the software should ask in party master.

• PDF copy of Invoice Y- Both, I- Issue, R- Receive: The user will select whether to email the PDF of invoice on issue, receive or on both.

• Suppose the user wants to e-mail PDF on both receive and issue, then select ‘Y’.

• PDF copy N-No, T- Ask in Party Master, A- All: Select if the user wants to send e-mail PDF or wants that the software should ask in party master.

• Suppose select ‘T’ if the user wants that the software should ask in party master.

• PDF E-Mail/WhatsApp PDF copy to HO/Godown : Select 'Y' if the user wants to send e-mail a PDF copy of the bill to HO/Godown.

• HO E-Mail: Enter the e-mail id of HO.

• Suppose, enter 'abc@gmail.com'.

• Then the user will press 'ESC' key twice and then select ‘Yes’.

• Now from the main window the user will go to Masters >> Ledger Master >> Modify Ledger.

• A ‘Ledgers’ window will appear.

• The user will now select the ledger.

• Suppose select ‘Ahuja Medicine Centre’.

• An ‘Ahuja Medicine Centre’ window will be displayed. The user will now select ‘SMS, E-mail ID & GEO’.

• Then in ‘SMS & E-mail’, the user will enter the e-mail id of this party.

• Also, if the user wants to send e-mail only once then the user can also mention the e-mail id in ‘Temporary for one time (Auto delete after sending a mail).

• Next, in ‘Mail Softcopy’, the user will decide whether or not to e-mail the softcopy as ‘Yes’ or ‘No’ respectively.

• Suppose the user does not want to e-mail softcopy so select ‘No’.

• Then, in ‘Mail PDF’, the user will decide whether or not to e-mail the PDF as ‘Yes’ or ‘No’ respectively.

• Suppose the user wants to e-mail PDF so select ‘Yes’.

• An Alert window will appear whether to save the e-mail details.

• Click on ‘Yes’ to save the details.

• Then, go to Transactions >> Sale >> Bill. Press enter.

• A Sale Entry window will appear.

• The user will now enter the date.

• A ‘Ledgers’ window will appear.

• The user will select the ledger. Suppose, select ‘Ahuja Medicine Centre’.

• Press Enter. Then enter on Product/Item.

• From the ‘Items’ window, the user will now select the item.

• Then the user will enter the quantity. Press 'Enter'.

• Press 'End' key and then click on save and then print the sale bill.

• Then the user will press 'Enter' key.

Fig 1.2 View to save the bill in Marg ERP Software

• A 'Send' window will appear.

• In ‘Mail Softcopy’, the user will select whether or not to e-mail the softcopy as ‘yes’ or ‘No’ respectively.

• Suppose the user does not want to e-mail softcopy then select ‘No’.

• Now in ‘Mail PDF’, the user will select whether or not to e-mail the PDF as ‘yes’ or ‘No’ respectively.

• Suppose the user wants to e-mail PDF then select ‘Yes’.

• Press 'Enter' key & then the selected e-mail(s) will be sent to the specified e-mail id.