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How to Create User wise My Menu in Marg ERP Software ?

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Overview of User Wise My Menu in Marg ERP Software

Process To Create My Menu In Marg ERP Software

Process To Set User Wise My Menu In Marg ERP Software

Overview Of User Wise My Menu In Marg ERP Software

In Marg ERP Software, the user can also set the My Menu option for the selected user which facilitates the supervisor to allot only the selected menu to the particular user whose authority needs to be given to the selected user.

Process To Create My Menu In Marg ERP Software

Note: The option of 'My Menu' is not available in the Basic Version of Marg ERP Software.

Suppose the user has an operator 'User-A' to whom the user wants to assign only the duty to Create/Modify Sale Bill and wants to hide other options available in the software, then it can be done easily.

  • Go to Masters > Marg Setups > My Menu > Add to My Menu.

  • An 'Add to My Menu' window will appear.

  • Now, the user will select the option that needs to be added for the user.
  • Suppose select Transaction > Sale > Bill.

  • In 'Name' option, the user can change the Name for Bill as per the requirement.
  • Suppose mention Sale Bill and press 'Enter' key.

  • Similarly, the user will add other tabs as per the requirement.
  • Suppose click on 'Add Receipt'.

  • In 'Name' option, the user can mention the Name and press 'Enter' key.

  • After adding the options as per the requirement, the user will click on the 'Close' button.

  • The user will Restart the software and mention the User ID and Password.

  • The user can view that My Menu has been created in the software.

Process To Set User Wise My Menu In Marg ERP Software

  • Go to Masters > Password & Powers > Operator's.

  • The user will select the operator to make changes desired changes.
  • Suppose select '01' and press 'Enter' key.

  • The user will click on Search In All’ option.

  • The user will search 'My Menu' and click on ‘Accept’ button.

  • In 'Marg Menu M-All F-My own Menu H-hot keys B-My Menu & Hot Keys' option, the user will select 'F'.

  • In 'If F-My Menu, Run default menu automaticallyoption, the user will mention the Serial number of the menu which need to be opened directly while open the software.
  • Suppose the user wants to directly open Sale Bill and while creating My Meu Sale Bill was on the First number, so here the user will mention '1' otherwise keep it as '0'.

  • The user will press 'ESC' key.

  • Click on 'Yes' button.

  • If the user needs to change the created menu then select 'Yes' otherwise keep the option as 'No'.
  • Suppose select 'No'.

  • Press 'ESC' key and then click on ‘Yes’ button.

  • Now for Re- login, the user will press 'Ctrl+U' key on the main screen. 

  • 'Change User' window will appear in which the user will enter the User ID and Password.

  • Press 'ESC' Key.

After following the above steps, the user can create User wise My Menu in Marg Software in Marg ERP Software.


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