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How to set Bill Value Wise Scheme in Marg ERP Software ?

2005

Ans.1
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In Marg ERP Software, the user can set Scheme for the whole bill on the basis of its value.

Suppose the user wants to issue '1' quantity of an item in the sale bill if the value of the bill exceeds or up to Rs 1000 then this can be done easily.

  • Go to Rate & Discount Master > Bill,Quantity & Other > Bill Value wise Schemes.

The user will select the below options as per the requirement.

a. New BillIn this option, the bill discount will only work on the new bills that are being created after mentioning the bill value wise scheme.

b. Always: In this option, the bill discount also works for the old bills as well but the user needs to re-save the old bills.

Select Both/Cash/Credit as per the requirement.

a. CashIn this option, software will only calculate the bill value wise scheme on cash transactions.

b. Credit: In this option, software will only calculate the bill value wise scheme on credit transactions.

c. Both: In this option, software will calculate the bill value wise scheme on the both i.e Cash & Credit transactions.

Suppose select 'Both'.

  • Select before tax/ after tax as per the requirement.

a. Before Tax: When the bill value wise scheme needs to be issued before tax.

b. After Tax: When the bill value wise scheme needs to be issued after tax.

Suppose select 'Before Tax'.

  • In 'Valid Time and To' option, the user will enter the Time Range of the Scheme.

  • In 'Series' option, the user can enter the Series in which Scheme needs to be applied.

  • Now, mention the criteria for the bill value wise scheme to be issued.
  • Suppose mention on the bill value of Rs 1000.

  • Now, mention the quantity to be issued on the defined bill value.
  • Suppose mention '1'.

  • The user will select the item that needs to be issued as free with a defined bill value.
  • Suppose select 'Acnederm Lot' and press 'Enter' key.

  • Similarly, the user can set multiple criteria for the bill discount.
  • Press 'PageDown' key to save the details.

  • Then, click on 'Accept' button.

After following the above steps,  the user can view that Bill Value wise Scheme will auto pick in Marg ERP Software.


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