Overview Of Subscription Billing

Process To Enable Subscription Billing In Marg ERP Software

Process To Create Set Of Bundle In Marg ERP Software

Process To Load Subscription Billing In Marg ERP Software

Overview Of Subscription Billing

• Subscription Billing automates the entire billing cycle i.e. it is used for generating monthly bills for Cable connections, Milk dairy firms, CA Fees, Newspapers, etc.
• With the help of Subscription Billing in Marg ERP Software, multiple bills can be generated for the customers with just one click. The user can also define the rate and can generate bills when required which results in improving Customer Retention and Maximizing the Revenue.

Process To Enable Subscription Billing In Marg ERP Software

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.
• The user will select ‘Search in all’. 

• A 'Controls' window will appear in which the user will search 'Subscription'.
• Now click on ‘Accept’.

• In 'Subscription / Recurring Billing required 1-No 2-Yes', option the user will select '2'.

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

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

Process To Create Set Of Bundle In Marg ERP Software

• Go to Masters > Rate & Discount Master > Set of Items (Bundle).

a. Item Set No.: Define the set no. of the item as per the requirement.

b. Formula For: Define for ‘how many days’ this set needs to be issued to the customer.

c. Type: Select whether this set of bundles is being created on a ‘Temporary’ basis or on ‘Permanent’ basis.

d. Set Name: Define the name of the set as per the requirement.

e. Used For: Mention the uses for which the set of bundles needs to be used.

f. Party All/Sel: Select whether the set of bundles will be used for any selected party or all parties as per the requirement.

Suppose select 'Multiple'.

• Now press 'Enter' key.

• The user will press '+' key to select the party for which a set of bundles needs to be set.

• Press 'ESC' key.

• Now the user will press 'Enter' key to load the items as per the requirement.

• Press 'Enter' key to select a particular item as per the requirement.

• In 'Type' option, select whether the item is for 'Sale' or 'Free'.
• Suppose select 'Sale'.

• In 'Qty' option, mention the quantity of the item that needs to be loaded in each bill.

• In 'FRML' option, the user will select 'Yes'.

• Similarly, the user will keep pressing 'Enter' key and load other items as per the requirement.

• Press 'ESC' key.

• Click on 'Yes'.

Process To Load Subscription Billing In Marg ERP Software

• Go to Transactions > Sale > Subscription Billing.

• The user can view the set of bundle, press 'Enter' key to load.

a. Set of Items No.: Set of Item No will auto-pick by software.

b. Bill*Formula: Days set in the formula will auto-display here.

c. Sale/Stock Less: Select the option whether the entry needs to be saved in Sale/Stock Issue.

d. If Less Charge Tax: Select the option if needs to charge less tax.

e. Print Bill: Select 'Yes' if need to print the bill after saving.

f. Bill Date: Mention the date for which bills need to be saved.

g. Bill for Amount: The user can mention the amount for the bill as per the requirement.

h. Wait on Bill No.: Select 'Yes' if need the cursor to wait on the bill number while saving.

i. Wait on Discount: Select 'Yes' if need the cursor to wait on Discount while saving.

j. New Refrence/Ask: The user will select the option of whether the bill needs to be saved in 'New Refrence' or 'Ask'.

k. Type: Type 'SURE'.

Press 'Enter' key.

• The user can view the parties, press 'ESC' key.

• Thereafter, the bills will auto start saving for each party.

• The user can view the bills in Sale Book.