Process To Activate Whatsapp Service In Marg Wallet

Process Of Whatsapp Setup In Marg Software

Process To Add Party WhatsApp Number In Marg Software

Process To Send Bill On WhatsApp Through Wallet In Marg Software

PROCESS TO ACTIVATE WHATSAPP 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 'WhatsApp' service.
• Click on 'Submit' button.

PROCESS OF WHATSAPP SETUP IN MARG SOFTWARE

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.
• The user will select 'SMS/WhatsApp Setup'.

• A 'SMS Setup' window will appear.
• Now click on ‘Accept’.

A 'SMS Setup' window will appear.

a. Messages Send through M-Marg Server / N-Individual Computer / X-Not Required: Select the option as per the requirement.

M-Marg Server: Select the option 'M' if need to send WhatsApp through Server File (Make sure Server file is opened).

N-Individual Computer: Select the option 'N', if need to send WhatsApp through Net (Make sure the net is connected).

Suppose select 'N'.

b. Message P-Setup in Party Master or Default W-Whatsapp S-SMS B-Both: The user will select the option as per the requirement.

P-Setup in Party Master or Default: Select the option if needed to enable the option party-wise.

W-WhatsApp: Select the option need to enable only WhatsApp for all Parties.

S-SMS: Select the option need to enable only SMS for all Parties.

B-Both: Select the option to enable both WhatsApp and SMS.

Suppose select 'W-WhastApp'.

c. Message of Bill on New/Modify/Both/Print/afterLR/billAudit/x-No: The user will select 'Y', if needs software to ask for WhastApp in sale Bill.

• Now select the option where the user needs software to Ask for sending WhatsApp i.e., New Bill/Modify Bill/Both/Print etc.
• Suppose select 'B' means software will ask to send WhatsApp while creating New bill or At the time of Modifying bill in both.

d. Message send on Challan: Select the option 'Y' if needs to send WhatsApp of Challan otherwise select 'N'.

e. Message send on Stock Less: Select the option 'Y' if needs to send WhatsApp of Stock Less otherwise select 'N'.

f. Message send to Purchase/Receive: Select the option 'Y' if needs to send WhatsApp of Purchase/Receive otherwise select 'N'.

g. Message Party Name with Bill Detail: Select the option 'Y' if needs to send WhatsApp of Party Name with bill detail otherwise select 'N'.

h. Also Message to Administration on: The user will mention the contact details of the admin/manager to whom the WhatsApp needs to be sent along with the customer.

Suppose skip it.

i. Message for Billing D-Default R-Retail W-Wholesale B-Both: Select the option whether to send WhatsApp on Default/Retail/Wholesale/Both billing as per the requirement.

Suppose select 'D'.

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

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

PROCESS TO ADD PARTY WHATSAPP NUMBER IN MARG SOFTWARE

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

• A 'Ledger Alteration' window will appear.
• The user will select the ledger in which the WhatsApp number needs to be mentioned.
• Suppose select 'Kajal' and press 'Enter' key.

• Now select 'SMS,EMail & Geo'.

• A 'Message,EMail' window will appear.
• In 'Message' option, send will be auto-set.

• In 'WhatsApp Number' option, mention the party's Whatsapp Number.

• Now press 'PageDown' key.

PROCESS TO SEND BILL ON WHATSAPP THROUGH WALLET IN MARG SOFTWARE

• Thereafter, when the user creates a Sale bill and click on 'Save Bill'.

• A Marg ERP 9+ alert of 'Want to Send Message?' will appear.
• Click on 'Yes'.

• The user can view Bill will get sent on WhatsApp.

• The customer needs to click on the Link to view the Bill Details.

• The view of the bill will get displayed on the customer's Mobile.

• Your customer can also download the Bill in PDF / CSV as per the requirement.

• To raise a query regarding the Bill click on 'Query Now' button.

• The customer can also raise a Query with the option given in the WhatsApp message.

• A 'Customer Query' window will appear.
• In 'Remarks' option, the customer will mention the query as per the requirement.

• Now your customer needs to select the 'Rating' as per the requirement.

• Click on 'Submit' button.

• The customer can view the 'Query' will get raised.