Overview Of Qty and Date Wise Rate And Scheme In Marg ERP Software

Process To Enable Qty / Date Wise Rate And Scheme In Marg ERP Software

Process To Create Sale Bill In Marg ERP Software

Overview Of Qty and Date Wise Rate And Scheme In Marg ERP Software

• Marg ERP Software provides a beneficial feature through which the user can set rates and Discounts for some specific quantity of an item and for a specific date as per the requirement. That means when the user loads Qty the software will auto-pick the Rate and Discount mentioned for the specified Qty.
• The user set Qty. wise Rate/Scheme for all items or selected items.

Process To Enable Qty and Date Wise Rate And Scheme In Marg ERP 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 'Qty Wise Scheme'.

• Now click on ‘Accept’.

• A 'Qty Wise Scheme' window will appear.

• In 'RATES/DEALS/DISC/V.DISC change on QUANTITY BASES. If Yes Type #7%' option, the user will mention '#7%'.

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

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

• Now, go to Masters > Rate and Discount Master > Bill, Quantity and Other > Qty. wise Rate/Scheme.

The user will select the option as per the requirement.

a. Yes: Select the option if the user needs to set Rate & Discount for a particular item.

b. No: Select the option if the user needs to set Rate & Discount for all items.

Suppose select 'Yes'.

• An 'Items' window will appear.

• The user will now select the item to apply the Rate/Scheme.

• Suppose select ‘Amifru’.

• A 'Qty. wise Rate & Scheme' window will appear.

• In ‘From’, the user will mention the date the user from when to keep the Rate/scheme valid.

• Suppose enter '03/12/21'.

• In ‘To’, the user will mention the date till what date to apply the Rate/Scheme.

• Suppose mention '20/12/21'.

• The user will mention the item quantity on how much quantity the user needs to give the Rate/Scheme.

• Suppose mention '10'.

• Now in ‘Rate’, the user will enter the Rate according to the quantity.

• Suppose enter '80’.

• Next in ‘Disc%’ the user will define the discount % to be applied.

• Suppose keep it as default.

• If the user needs to apply Vol. Dis. then the user can mention it here as per the requirement.

• Press 'ESC' key.

• Then click on 'Yes' to save the details.

Process To Create Sale Bill In Marg ERP Software

Note: Effect of Qty and Date wise Rate and Scheme applies only for the bills created on the date between (03-12-21 to 20-12-21).

• Firstly, Go to Transactions > Sale > Bill.

• A 'Sale Entry' window will appear.

• The user will enter the date.

• A 'Ledgers' window will appear.

• The user will select the ledger.

• Suppose select ‘Ahuja Medicine Centre’.

• Now select the item ‘Amifru’ on which the user has applied the scheme.

• The user will now enter the quantity.

• Suppose enter ‘10’.

• The user can now view that the software has automatically updated ‘Rate’ as per the mentioned qty.

• Then press 'Ctrl+W' key and click on 'Yes' to save the save.

After the following above steps, the user can set Qty and Date wise Rate and Scheme in Marg Software.