Process To Activate Outstanding Reminder Service In Marg Wallet

Process To Schedule Outstanding Reminder In Marg Software

Process The Set Due Days For Party In Marg Software

Process To Create Sale Bill In Marg Software

PROCESS TO ACTIVATE OUTSTANDING REMINDER SERVICE IN MARG WALLET

Note: The user needs to Activate Wallet in Marg Software.

• Go to Digital > Marg Wallet > Activate Services.

• Click on 'SMS/Email/WhatsApp'.

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

PROCESS TO SCHEDULE OUTSTANDING REMINDER IN MARG SOFTWARE

• Go to Digital > Marg Wallet > Schedule O\s Reminder.

• A 'Schedule Outstanding Reminder' window will appear.
• The user will click on 'Add Schedule' button.

A window will appear where the user will select based on which outstanding reminder needs to be set.

a. Account Group: Select the option if needs to set Oustanding Reminder based on Account Group.

b. Area: Select the option if needs to set Oustanding Reminder based on Area.

c. Route: Select the option if needs to set Oustanding Reminder based on Route.

d. Party: Select the option if needs to set Oustanding Reminder based on Party.

Suppose select 'Party'.

• In 'Party', option the user will select the party for which Outstanding Reminder needs to be set.
• Suppose select 'Kajal'.

• In 'Schedule' option, the user will select on which basis the reminder needs to be sent.
• Suppose select 'Bill By Bill'.

• Now the user will click on 'Save' button.

• A Marg ERP 9+ alert of 'Do you Want to Save' will appear.
• Click on 'Yes'.

• Again Marg ERP 9+ alert of 'Do you Want to add More' will appear.
• The user will select 'Yes' if need to set a reminder for parties otherwise select 'No'.
• Suppose select 'No'.

• The user can view the Outstanding Reminder scheduled for the Party.

• Now the user press 'ESC' key and click on 'Yes' to exit from the window.

PROCESS THE SET DUE DAYS FOR PARTY IN MARG SOFTWARE

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

• A 'Ledger Alteration' window will appear.
• The user will select a particular party whose outstanding Reminder has been set.
• Suppose select 'Kajal'.

• The user will select 'Other Detail'.

• In 'Credit Days' option, the user will mention the due days as per the requirement.
• Suppose mention '1'.

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

PROCESS TO CREATE SALE BILL IN MARG SOFTWARE

• Suppose the user creates a Sale Bill dated '17-03-2024'.

• If the user needs to mention the due Days for a particular Bill then it can be mentioned on the Bill Detail window.

• The Party will get the Reminder as per the mentioned Due Days at 07:30 AM.

• If your customer needs to view Bill Details then click on the Link given in the message.

• Thereafter, view of the bill will be displayed on the customer's Mobile.

• Your customer can also raise a query regarding the Outstanding by clicking on 'Query Now'.

• A 'Customer Query' window will appear.
• In 'Remarks' option, your 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 be raised.