Overview Of Series wise Salesman for Party

Process To Enable Series wise Salesman In Marg ERP Software

Process Of Series wise Salesman for Party in Marg ERP Software

Overview Of Series wise Salesman for Party

A salesman is an individual responsible for selling products or services. They typically engage directly with customers to identify their needs, offer solutions, and convince them to buy. In Marg Software, users have the option to assign salesmen to specific parties on a series basis.

Process To Enable Series wise Salesman 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 'Salesman'.
• Now click on ‘Accept’.

• In 'Salesman / Rout / Area wise reports required', option the user will select 'Y'.

• In 'from Master/Direct/Loop/Blank/Series/diRect', option the user will select 'S'.

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

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

Process Of Series wise Salesman for Party in Marg ERP Software

• Go to Books > All ledgers.

• The user will press 'F3' key on a particular party.
• Suppose select 'Kajal'.

• Click on 'Ledger Detail'.

• Now click on 'Modify' button.

• In 'M.R.' option, the user will select 'No'.

• Press 'Enter' key on a particular series for which the Salesman needs to be set.

• The user will select the salesman.
• Suppose select 'Ram Avtar'.

• The user can view the salesman will get set for the series, the user can also mention other details as per the requirement.

• Similarly, the user will select a salesman for another series.
• Press 'ESC' key to exit.

• Now press 'Ctrl+W' key to save the changes.

• Thereafter, the user will create a sale bill and select 'A' series.

• The user will select a party as per the requirement.
• Suppose select 'Kajal'.

• The user can view the salesman 'Ram Avtar' will get auto-picked.

• Similarly, when the user will select another series 'B'.

• The user can view salesman 'Shyam Singh' will be auto-picked for the same party 'Kajal'.

After following the above steps, the user can set series wise salesman for Party in Marg Software.