Overview Of Promise Order In Marg Software

Process To Activate Promise Order Service In Marg Wallet

Process To Enable Promise Order In Marg Software

Process To Add Stock In Promise Order In Marg Software

Process To View Pending Promise Order In Marg Software

OVERVIEW OF PROMISE ORDER IN MARG SOFTWARE

• Marg ERP has introduced/developed a very beneficial feature of 'Promise Order', designed specifically for Chemists and Distributors.
• With the Promise Order feature in Marg ERP, the Chemist/Distributor can easily mention the quantity of medicine as per the retailer's or patient's requirement at the time of billing. Then, when those items are available in stock, a WhatsApp is automatically sent to the Retailer or Patient to inform them.
• The Chemist/Distributor can even call them to let them know that their medicines are in stock. Through this feature, the Chemist/Distributor can build a good relationship with them & gain a good reputation in the market.
• So, Take advantage of the Promise Order feature & Get a chance to serve your customers better.

PROCESS TO ACTIVATE PROMISE ORDER SERVICE IN MARG WALLET

Note: Firstly, the user needs to Activate Marg Wallet.

• Go to Digital > Marg Wallet > Activate Services.

• Click on 'SMS/Email/WhatsApp'.

• Now the user will place a check mark on 'Promise Order' service.
• Click on 'Submit' button.

PROCESS TO ENABLE PROMISE ORDER IN MARG 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 'Promise'.

• Now click on ‘Accept’.

• A 'Promise' window will appear.
• In 'SMS of Promised Orders when stock received [Paid from Marg Server]', option the user will select 'Y'.

• In 'Promised Orders Contact Mobile Number', the user will remove the text from the field.

• Now the user will mention the Mobile number through which SMS needs to be sent to their customers.

• In 'Promise Orders Company Name', the user can view the company name and will get auto-pick.

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

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

PROCESS TO ADD STOCK IN PROMISE ORDER IN MARG SOFTWARE

• Go to Transactions > Sale > Bill.

• The user will select the party to whom the item needs to be sold.
• Suppose select 'Kajal'.

• Suppose at the time of Billing user found Item 'AMPM Plus 150ML' doesn't have stock which the customer needs.

• Here the user will press '*' key on the item to Add stock in Promise Order.

• A 'Shortage & Order' window will appear.
• In 'Promise Order', the user will mention the Qty required by the customer and press 'PageDown' key.
• After that, the user can exit from the sale bill without saving it.

• Now suppose the user generated a Purchase bill for the item whose promise order has been generated.
• Go to Transaction > Purchase > Bill.

• A 'Purchase Entry' window will appear.
• The user will select the date, Party, and Item and mention the Qty.

• Press 'Ctrl+W' key and click on 'Save' to save the entry.

• When the purchase is generated for that Item a WhatsApp will get auto to sent to the customer informing them about the stock that they require.

Note: The WhatsApp will get sent on the Patient /Customer/Party Mobile Number which is saved in their details/Ledger Master.

PROCESS TO VIEW PENDING PROMISE ORDER IN MARG SOFTWARE

• Go to Transactions > Sale > Promise Order.

• A 'Search' window will appear.
• The user will press 'Enter' key.

• A 'Promise Order' window will appear.
• The Items whose Stock is available will be displayed in Green color along with the tick Mark.

• The Items whose stock is still not available will be displayed in Red Color.

• The user will create Sale Bill whose Item stock is available to remove them from the pending promise order list.
• Go to Transactions > Sale > Bill.

• A 'Sale Entry' window will appear.
• The user will mention the date as per the requirement and select the party whose promise order is pending.
• Suppose select 'Kajal'.

• Now load the item 'AMPM Plus 150ML' and mention Qty.

• Press 'Ctrl+W' key and click on 'Save' to save changes.

• Now when the user will again go to Transaction > Sale > Prmosie Order.

• The user can view items whose sale has been created and will get removed from the Pending Promise Order List.

• The user can also call their Customer to inform them about the stock whose stock is available now.
• To Call the customer, the user will click on the call Icon (as shown in the below image).

• A 'QR Code' window will appear.
• The user can scan this QR Code from their mobile phone and download the Genie App to call the customer.