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How to create M.R (Salesman) Ledger in Marg Software ?

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Overview of M.R (Salesman) in Marg Software

Process to Create M.R/Salesman in Marg Software

Process To Set The M.R For Respective Parties In Marg Software

OVERVIEW OF M.R (SALESMAN) IN MARG SOFTWARE

  • A MR (Marketing Representative) is a person who is engaged in selling the products and collecting the payments on behalf of a company.
  • In Marg ERP Software, the user can easily create MR/Salesman and maintain its record.

PROCESS TO CREATE M.R/SALESMAN IN MARG SOFTWARE

  • Go to Masters > Ledger Master > Ledger > New Ledger.

  • An 'Under Group' window will appear.
  • The user will select the group 'Sundry Creditors Field Staff'.

  • A 'Create Ledger' window will appear.
  • The user will mention the required details which are being provided here.
  • Suppose in Ledger Name; mention the M.R. name, Address, Mail Id,Phone Number etc.

  • Now, the user will press 'Ctrl+ W' key to save the details.

  • A 'Commission' window will appear.
  • The user can fill the mentioned fields i.e. how much commission is required to be set for M.R in retailers, stockiest, distributors, and other mentioned fields.
  • Similarly, how much commission the user needs to set on collection and apart from this the user can also set minimum margin limit otherwise the user can also skip this window by pressing 'ESC' key.
  • So, in this way the user can create MR in the software.

PROCESS TO SET THE M.R FOR RESPECTIVE PARTIES IN MARG SOFTWARE

  • Go to Masters > Marg Setups > Control Room.

  • A 'Control Room' window will appear.
  • The user will select 'Search in All' option.

  • A 'Controls' window will appear in which the user will search here 'M.R'.
  • Click on 'Accept'. 

  • A 'M.R' window will appear.
  • In 'M.R/Rout/Area wise reports required' option, the user will select 'Y'.

In 'M.R from-Master/Direct/Loop/Blank/series/Direct<series>' option the user will select option as per the requirement.

a. M: If the M.R. is 'fixed' means if the salesman/M.R visits to a particular area for collection and marketing or a fixed M.R is being assigned for a particular party then the user can set Master through which the software will auto pick the M.R. from masters itself.

b. D: If the user set 'Direct' then while creating the Party’s Ledger the user can enable the M.R fields from here and can select the M.R. as per the requirement.

Now, the user needs to set M.R. in selected Party.

  • Go to Masters > Ledger Master > Ledger > Modify Ledger. 

  • A 'Ledger Alteration' window will appear.
  • The user will press 'Enter' key on the particular Ledger in which M.R. needs to be set.
  • Suppose select 'Om Pharmacy'.

  • In next window, the user will select 'Ledger Detail'.

  • A 'Modify Ledger' window will appear in which the user will select 'Modify'.

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

  • A 'M.R.' window will appear.
  • The user will select the M.R. Name which needs to be set for that party.
  • Suppose select 'Ram Avtar'.

  • Now, the user will press 'Ctrl+W' key to save the details.

  • Now, Go to Transactions > Sale> Bill.

  • A 'Sale Entry' window will appear.
  • The user will feed 'Date' as per the requirement.
  • Suppose mention '1-12-2022'.

  • A 'Ledgers' window will appear.
  • The user will select the ledger in which MR is selected.
  • Suppose select 'Om Pharmacy'.

  • The user can view M.R. has been auto picked by the Software (as shown in below image).

c. L: If select 'Loop' then at the time of bill creation the user can select the salesman means M.R. for the respective partiesas per the requirement.

Suppose select 'L'.

  • Press 'ESC' key twice and click on 'Yes' to the save change.

Now the user will create the Sale Bill.

  • Go to Transactions > Sale> Bill.

  • A 'Sale Entry' window will appear.
  • The user will feed 'Date' as per the requirement.
  • Suppose mention '16-7-2019'.

  • A 'Ledgers' window will appear.
  • The user will select the ledger in which MR is selected.
  • Suppose select 'Ahuja Medicine Centre'.

  • The cursor will wait to the MR field.

  • Now, the user will press 'Tab' key to select the M.R.

  • A 'M.R' window will appear.
  • The user will select the MR as per the requirement.


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