Overview of ERP to ERP Order Feature in Marg Software

Process to Place Order From ERP to ERP to Distributors

OVERVIEW OF ERP TO ERP ORDER FEATURE IN MARG SOFTWARE

• Marg ERP’s ‘ERP to ERP’ Order feature is going to be a very beneficial option for all Retailers as there is no need to waste time switching between Apps & Software to place orders.
• Now, Retailers can easily & conveniently place orders with distributors directly through the software itself.
• With the help of the Reorder generated in the software, the Retailer can:

1. Place orders with their distributors directly & eliminate the need for manual processes.
2. Keep Track of Retailer distributors' real-time stock levels & avoid losses caused due to shortages.
3. Apply filters & compare the offers and schemes from different distributors for various items.
4. Easily View & Identify which distributors are offering the same products at lower prices as compared to others.

• Apart from it, the ‘Substitute Products’ provides the facility to display the related products with the same salt and composition here in order to compare rates, schemes, etc. & avail the best deals from the distributor.

PROCESS TO PLACE ORDER FROM ERP TO ERP TO DISTRIBUTORS

Note: It is mandatory for the Retailer & their distributors to be active on the Retailio App to use this option.

• After Registration, the Retailer needs to map their distributor with the distributors of Retailio in order to easily place orders with them.
• For which, go to Transactions > ERP to ERP Order

• An ‘ERP to ERP Ordering’ window will appear.
• Here, the software will show all the Recommended Products that the Retailer has frequently purchased through the App.

• Now, firstly the Retailer will map the Distributors.
• For which, the Retailer will click on the ‘Distributor Mapping’ button.

• Then the list of all the Distributors will be displayed on the screen that the Retailer has created in the Marg Software.

• In the ‘Distributor Name in Marg’ Column, the distributor list will be shown with the name that the Retailer have saved in the distributor’s ledger in their Marg Software.
• Now, to map the distributor, the Retailer will click on the ‘Distributor Name in Retailio’ field given next to that distributor.

• Then a pop-up window will open.

• From here, the Retailer will search the distributor & select them. 

• After selecting, click on the ‘Map’ button.

• A message of ‘Mapping Request Sent Successfully’ will appear, and the Retailer’s request will be sent to the distributor.
• Click on the ‘Done’ button.

• Once the distributor accepts the request, the Retailer will be able to place orders with that distributor.
• Along with it, the Retailer will receive a party code from Retailio, which will be shown in the ‘Distributor's Party Code’ column.

• So, in this way, the Retailer will map the distributors one by one.

• Now, let's understand the dashboard & know how retailers can place orders to distributors.
• Here, two filters are provided to the Retailer i.e. ‘Filter by Distributor’ & ‘Filter by Manufacturer & More’.

• With the help of ‘Filter by Distributor’, the Retailer can apply a filter and select distributors as per Retailer's requirement. This provides the Retailer with the facility to search for products specifically related to the filtered distributors.

• Similarly, with the help of ‘Filter by Manufacturer’, the Retailer can also filter manufacturers just like the distributors.

• Now, the Retailer will place an order. For which, if Retailer needs to order from the recommended products shown here then mention the Order quantity in the ‘Add Quantity’ field given next to that product.

• Then simply click on the ‘+’ sign.

• So, in this way, the product will be added to the cart.

• If the Retailer needs to view the details of that particular product, click on the ‘Arrow’ key given here.

• So, the Retailer can view how much stock is available with the distributor of the selected products and whether any scheme or offer is given by them or not.

• The Retailer can also compare which distributor is providing the best rate and scheme.

• Along with this, the Retailer can also view the substitute products e. the product that the Retailer has selected, the software will show other products of the same salt and composition.
• Apart from this, the Retailer can compare the rates and schemes from the substitute products and add them to the cart.

• Next is ‘Variant’ i.e. if the Retailer has searched for a product like ‘Ultracet’ and if the distributor has different variants available for that item.
• Like, one Ultracet strip contains 10 tablets, while another contains 15 tablets.
• Then the Retailer can compare the items on the basis of their variants and add them to the cart.

• And if the Retailer needs to order a product other than the recommended products, then in the ‘search bar’, mention the name of product and click on the ‘Search’ button.
• Suppose, search for ‘Crocin’

• Then in this way, the list of distributors dealing with the Crocin product will appear.

• By comparing, which distributor is offering the best rate and scheme, the Retailer will mention the quantity in the ‘Add Quantity’ field given next to that distributor and then click on the ‘+’ sign to add the items to the cart.

• An 'Item Successfully added in care' pop-up will appear.
• Click on 'Ok'.

• Apart from this, if the Retailer needs to place an order on a Sale basis., which items are there in the stock whose demand is high in the market, and wants to place an order on that basis, this facility is also provided in this feature.
• The Retailer can do this with the help of the ‘Reorder Management’ option in Marg software.
• Basically, with the help of Reorder Management, the items generated on a sale basis will be loaded on the ‘ERP to ERP order’ window in just a few clicks.
• From there, the Retailer can view those items and place orders through a single window and don’t have to repeatedly check and order through the diary or Excel & waste their time.

• For this, go to the Daily Reports > Daily Working > Re-order Management option.

• A ‘Reorder on Sales Basis’ window will appear in which the software has set a default reorder formula based on the sales.
• Now, if the Retailer needs to place an order based on this formula, click on the ‘ERP to ERP’ button given here.

• This will redirect to the ‘ERP to ERP ordering’ window.

• Similarly, if the Retailer needs to review or modify the items generated in the reorder process based on this formula, then click on the ‘Generate’ button here.

• So in this way, the software will generate a reorder based on a specific formula.

• Here, please note that if the 'Retail IO.' code is mentioned in both the Item master and in the Party ledger master, then these above items will be directly added to the cart.

Fig 1: Retailio ID in Ledger Master.

Fig 2: Directly Added Item to the Cart.

• And If the 'Retail IO.' code is not active in any item or party ledger, then these items will be displayed on the right side of the 'ERP to ERP' order window.

• Now, press the ‘ESC’ key.

• A ‘Save’ window will appear. Click on the 'ERP to ERP' order field.

• The Retailer will view that the items with the mentioned code are automatically added to the cart.

• And the items without the 'Retail IO.' code will be shown in the cart item list.

• Now, if the Retailer needs to place an order for these items also then can search for each item one by one in the search bar given here and add them to the cart.

• Otherwise, the Retailer can simply place the order for the loaded items in the cart by clicking on the 'Place Order' button.

• A message of ‘Order Successfully Placed' will be shown. Click on 'OK.'

• As soon as the Retailer place the order, the Purchase Order will automatically get generated in the Marg ERP Software.

• Fig 3: Order Successfully Placed Pop up

• After placing the order, if the Retailer needs to check its status, click on the ‘Order Status’ tab given here.

• From here, track the orders which the Retailer will place with their distributors.

• For example, from the dropdown of ‘Select Distributor’ field, the Retailer will select a particular distributor to track the status of order given to that particular distributor or select ‘All’ if needs to view the status of orders given to all the distributors.

• Similarly, in the ‘Order Status’ dropdown, the software has provided different status i.e., Pending, Placed, Failed, etc. The Retailer can select that order which needs to track as per the requirement or can also set this field as ‘All’.

• Apart from this, the Retailer can also set a Date Range to view the status of their orders.

• So, in this way, the Retailer can apply filters.
• Now, click on the ‘Search’ button.

• The Retailer can view the status of their orders on the basis of the filters applied.

• In addition to this, the dashboard also provides with some shortcut keys.
• For example, if the Retailer press ‘Alt + D’ key.

• Then the distributor filter window will open.

• Similarly, with the help of ‘Alt + N’ key.

• The Retailer can filter the manufacturers.

• With the help of ‘Alt + C’ key, the Retailer can directly switch to the cart window.

• With the help of ‘Alt + S’ key.

• The Retailer can directly switch to the product search bar.

So, in this way, the Retailer can use the ‘ERP to ERP Order’ option of Marg ERP Software and can simplify the ordering process.