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If ' Mail Softcopy / Mail PDF ' window does not displays at the the time of Sending E-Mail / Whatsapp then how to resolve it in Marg Software ?

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Ans.1

  • Go to Masters > Marg Setups > Control Room.


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

  • A 'Controls' window will appear.
  • Now click on ‘Accept’.

  • An 'E-Mails Setup' window will appear.
  • In 'E-Mail/Whatsapp Ask on 1-New & Modify Bill, 2-Bill Audit -Modify Bill' option, the user will select '1'.
  • In 'If Ask E-Mail/Whatsapp=1/2, Send Default Y-Yes N-Ask' option, the user will select 'N'.

  • In 'PDF copy of Invoice Y-Both,I-Issue,R-Receive' option, the user will select 'Y'.
  • In 'PDF copy N-No T-Ask in Party Master A-All' option, the user will select 'T'.

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

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

  • Now 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’.

  • 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).

  • In ‘Mail Softcopy’, the user will decide whether or not to e-mail the softcopy as ‘Yes’ or ‘No’ respectively.
  • Suppose the user do not want to e-mail softcopy so select ‘No’.

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

  • An Alert window will appear whether to save the e-mail details.
  • Click on ‘Yes’ to save the details.

After following the above steps, the software will ask for sending E-Mail in PDF Format in Marg Software.


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