Process To Activate Email Service In Marg Wallet

Process Of Email Setup In Marg Software

Process To Add Party Email ID In Marg Software

Process To Send Bill on Email Through Wallet In Marg Software

PROCESS TO ACTIVATE EMAIL 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 'Email' service.
• Click on 'Submit' button.

PROCESS OF EMAIL SETUP IN MARG SOFTWARE

• Go to Masters > Marg Setups > Control Room.

• A 'Control Room' window will appear.
• The user will select 'E-Mail Setup'.

• Now click on ‘Accept’.

An 'E-Mail Setup' window will appear.

a. Email Send From X-No S-MARG Server I-Individual Computer: Select the option as per the requirement.

S-Marg Server: Select the option if needs to send Email through Server of Marg. 

I-Individual Computer: Select the option if need to send an Email through the computer.

Suppose select 'I'.

b. Email Send from W-Marg Wallet [Default] O-Outlook M-SMTP: Select the option 'W'.

c. E-mail Ask on 1-New & Modify Bill 2-Bill Audit 3-Modify Bill: Select the option as per the requirement.

1-New & Modify Bill: Select the option if needs software to ask for Email while creating a New Bill or Modify Bill.

2-Bill Audit: Select the option if needs software to ask for Email only in bill audit.

3-Modify Bill: Select the option if needs software to ask for Email only while Modifying Bill.

Suppose select '1'.

d. Softcopy of Invoice Y-Both, I-Issue, R-Receive: Select the option as per the requirement.

Y-Both: Select the option if needs to share softcopy (CSV/Excel) of both Issue and Receive.

I-Issue: Select the option if needs to share softcopy (CSV/Excel) of only Issue.

R-Receive: Select the option if needs to share softcopy (CSV/Excel) of only Receive.

Suppose select 'Y' means don't want to send softcopy (CSV/Excel).

e. Default N-No Yes in 1-New 2-Modify 3-Both: Select the option as per the requirement.

N: Select the option if needs to default set 'No' for sending Bill on Email.

1-New: Select the option if needs to default set 'Yes' for sending New Bill on Email.

2-Modify: Select the option if needs to default set 'Yes' while Modifying Bill.

3-Both: Select the option if needs to default set 'Yes' for both New and Modify Bill.

Suppose select '1'.

f. PDF Copy of Invoice Y-Both, I-Issue, R-Receive: Select the option as per the requirement.

Y-Both: Select the option if need to share a PDF of both Issue and Receive.

I-Issue: Select the option if need to share a PDF of only the Issue.

R-Receive: Select the option if need to share a PDF of only Receive.

Suppose select 'I'.

g. PDF Copy N-No T-Ask in Party Master A-All: Select the option as per the requirement.

N-No: Select the option if don't want software to ask for sharing PDF.

T-Ask in Party Master: Select the option if needs software to Ask in Party Master whether to Send a PDF or not.

A-All: Select the option if needs software to by default set 'Yes' to share PDF in All Party Master.

Suppose select 'N'.

h. E-Mail PDF Copy to HO/Godown N-No Y-Ask A-Always send a copy: Select the option if the user wants to E-mail a PDF copy to the Head Office or Godown also.

N-No: Select the option if don't need to send a copy to HO or Godown.

Y-Ask: Select the option if need software to ask to send a copy to HO or Godown.

A-Always send a copy: Select the option if need software to auto send a copy to HO or Godown.

For now, skip it.

n. E-Mail already send Alert on 1-Purchase Order 2-All 3-No: Select the option as per the requirement.

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

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

PROCESS TO ADD PARTY EMAIL ID 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 Email ID needs to be mentioned.
• Suppose select 'Kajal' and press 'Enter' key.

• Now select 'SMS,EMail & Geo'.

• A 'Message,EMail : Kajal' window will appear.
• In 'E-Mail' option, mention the party E-Mail ID.

• In 'Send Email' option, the user will select 'Yes'.

• Now press 'PageDown' key.

• A Marg ERP 9+ alert of 'Save Email.....in Master?' will appear.
• Click on 'Yes'.

PROCESS TO SEND BILL ON EMAIL THROUGH WALLET IN MARG SOFTWARE

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

• A 'Send' window will appear.
• In 'Send Email' option, the user will select 'Yes' and press 'Enter' key.

After following the above steps, the user can Email Bill through Wallet in Marg Software.