Process To Configure Outlook For Mail Setup

Process Of Outlook Setup In Marg Software

Process To Send Bill On Outlook In Marg Software

PROCESS TO CONFIGURE OUTLOOK FOR MAIL SETUP

In Marg Software the user needs to configure Outlook Settings for E-Mail Setup. Outlook is a source through which Mail will get sent to parties directly from the software. 

• Firstly the user will search 'Outlook' in search bar.

• An 'Outlook' window will appear.
• The user will click on 'File' option.

• Now the user will select 'Add Account'.

• An 'Add Account' window will appear.
• The user will select 'Manual Setup or additional server types' option.
• Click on 'Next' button.

• A 'Choose Service' window will appear.
• The user will select 'POP or IMAP' option and click on 'Next' button.

• A 'POP and IMAP Account Settings' window will appear.
• In 'Your Name' option, the user will mention the name as per the requirement.
• Suppose mention 'Marg ERP'.

• In 'Email Address' option, mention the mail id through which email needs to be send.
• Suppose mention 'G-mail id'.

• In 'Account Type' option, the user will select 'POP3'.

• In 'Incoming mail server' option, the user will mention 'pop.gmail.com'.
• G-Mail: pop.gmail.com
• Yahoo: imap.mail.yahoo.com
• Rediffmail: pop.rediffmailpro.com

Note: The user will mention the Incoming server as per the mail Id domain.

• In 'Outgoing mail server (SMTP)' option, the user will mention 'smtp.gmail.com'.
• G-Mail: smtp.gmail.com
• Yahoo: imap.mail.yahoo.com
• Rediffmail: smtp.rediffmailpro.com

Note: The user will mention the Outgoing server as per the mail Id domain.

• Outlook will auto pick the User Name as per the mail id.

• In 'Password' option, the user will mention the password, but there are conditions for mentioning password.

Condition 1: If a less secure option is present in the email settings, then user will turn on Less Secure and specify the original email ID password.

• 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 'Profile' icon.
• Click on 'Manage your Google Account' tab.

• Click on the 'Security' option.

• The user will scroll down and click on 'Less securer app access' option.

• Turn on the Less secure app access.

• Now the user will mention the original G-Mail Password.

Condition 2: However, if there is no less secure option available, the user must create a password through a two-step verification process.

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

• A ‘2-Step Verification’ window will appear.
• Click on ‘Get Started’ button.

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

• 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’ option.

• The user will enter the code (OTP) here which is received via text message.
• Then click on ‘Next’ option.

• 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’ option.

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

• A ‘2- Step Verification’ window will appear.
• The user will type Marg ERP and click on 'Create' button.

• 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.

• Now click on 'More Settings' button.

• An 'Internet E-mail Settings' window will appear.
• The user will click on 'Outgoing Server' tab.

• The user will place check mark on 'My outgoing server (SMTP) requires authentication' and 'Use same settings as my incoming mail server'.

• Now click on 'Advanced' tab.

• In 'Incoming server (POP3)', the user will mention the port as per the mail id domain.
• Gmail: 995
• Yahoo: 993
• Rediffmail: 995 
• As we have mention Gmail id, mention port for Incoming '995'.

• The user will place check mark on 'This server required an encrypted connection (SSL)'.

• In 'Outgoing server (SMTP)', the will mention the port as per mentioned mail id domain.
• Gmail: 465
• Yahoo: 465 or 587
• Rediffmail: 465 / 586 / 587 
• Suppose mention '465' as per the Gmail.

• In 'Use the following type of encrypted connection', the user will select 'SSL'.

• Now click on 'Ok' button.

• The user will click on 'Next' button.

• An 'Test Account Settings' window will appear where the user can view Outlook will do the testing if all settings are corrrect.
• If the status display 'Completed' then the all settings are correct.

• Click on 'Close' button.

• Now another window will appear click on 'Finish' button.

PROCESS OF OUTLOOK SETUP IN MARG 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 'O'.

c. 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.

d. 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 Email while creating a New Bill or Modify Bill.

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

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

Suppose select '1'.

e. 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'.

f. 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 Email.

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

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'.

g. 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'.

h. 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 'N'.

i. 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'.

j. E-Mail already send Alert on 1-Purchase Order 2-All 3-No: Select the option as per the requirement.

• 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 E-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 OUTLOOK IN MARG 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.

• Thereafter, the user can view Bill will get sent on Outlook ID in Marg Software.