Overview of Mail Scheduler for Stock and Sales Report in Marg ERP Software

Process of Mail Scheduler for Stock and Sales Report in Marg ERP Software

OVERVIEW OF MAIL SCHEDULER FOR STOCK AND SALES REPORT IN MARG ERP SOFTWARE 

In Marg Software with the help of mail scheduler for Stock & Sales Report, the user can schedule and e-mail the stock & sales analysis report as per their requirement.

PROCESS OF MAIL SCHEDULER FOR STOCK AND SALES REPORT IN MARG ERP SOFTWARE

• Firstly, the user will Open the sever file.

• In ‘Gap between Email/Whatsapp’ the user will set the time interval between the two e-mail.

• Suppose set '5'.

• The user will now press 'PageDown' key, the server file will get run.

• Now go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.

• The user will select ‘E-mail/Whatsapp Setup’.

• An 'E-mail Setup' window will appear.

• The user will click on ‘Accept’.

• An 'E-mail Setup' window will appear.

• In ‘E-mail send from I- Individual Computer / S- Marg Server’, if the user needs the e-mail should be sent automatically by Marg Server then set 'S'.

Note: The user must keep sure that server.exe must be running in the background.

•  In ‘E-mail from SMTP/Outlook’, the user will select whether to send E-mail through SMTP or Outlook Id.

• Suppose 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 the email needs to send .

• 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’

• Now, the user will turn On 2- Step Verification in Gmail. 

Note: Earlier E-mail Setup in Marg ERP Software is done by enabling ‘Less Secure Apps’ in Gmail Account & then the user can send e-mails, but due to less security reasons; Google has removed the option of ‘Less Secure Apps’ from the Gmail Account. 

 So, now to integrate Gmail Account with Marg ERP Software, the user will enable 2-Step Verification in Gmail Account. 

• Firstly, the user will login to Gmail Account with ‘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.

• A ‘Signing into Google’ window will appear.

• 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'.

• 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' key.

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

• Now go to Daily Reports > Fast Reports > Schedule -> Stock & Sales.

• A 'Stock & Sales / Report Email Setup' window will appear.

• The user will click on ‘Add’.

• In ‘Company’ the user will select the Company to whom the stock & sales report is to be sent on e-mail.

• In ‘Mobile no.’ the user will enter the mobile number of the concerned person of the company.

• In ‘E-mail’ the user will enter the e-mail of the concerned person of the company.

• Now in ‘CC’ & ‘BCC’, the user can enter other e-mails if required.

• Then in ‘Period’ the user will select when to send the e-mail like Daily, monthly, daily-cumulative etc.

• If the user will select ‘Daily’ then suppose today the date is 3rd then the report will be sent till the date of 2^nd. Also, if the user selects ‘Daily-Cumulative’ and suppose today the date is 24th then the report will be sent from the dates 1st to 23rd.

• The user can also select weekly and in this the user can select the day on which the e-mail will be sent.

• Suppose selects ‘Weekly-Friday’.

• In ‘Stock & Sales’, the user will select whether to send Stock & Sales as ‘Y’ or ‘N’ respectively.

• To send ‘Stock & Sales’ the user will set ‘Y’.

• Similarly in ‘Party vs Item sale’ the user will select whether to send Party vs Item sale as ‘Y’ or ‘N’ respectively.

• To send in ‘Party vs Item sale’ the user will set ‘Y’.

• Now the user will click on ‘Save’.

• So in this way on every Friday Elder India would receive Stock and Sales Report on the e-mail id specified.

• The user can now view that the e-mail is sending.

• In this way the party would receive the e-mail in their e-mail id.

• If the user does not want the email to be sent on the scheduled time and want to send it instantly then it can be done easily.

• Go to Daily Reports > Fast Reports > Re-send Scheduled Emails.

• A 'Scheduled E-mail' window will appear.

• In ‘Reporting Date’, the user will enter the date of which the report is to be sent.

• An alert message of 'Re-send Scheduled Emails’ will appear.

• The user will select ‘Yes’ to re-send the scheduled e-mails. Then the report will be sent instantly.