Overview Of Collaborative Commerce In Marg Software

Process of Collaborative Commerce on the basis of Email in Supplier Software

Process of Collaborative Commerce on the basis of Email in Retailer Software

OVERVIEW OF COLLABORATIVE COMMERCE IN MARG SOFTWARE

• It is a two way communication through which both the Supplier and the Retailer can carry out the transactions via business talk on GST number basis/one.

• When a bill is generated, the time taken by the Supplier (to create a Sale bill) & Retailer (to convert the bill into purchase bill) is same. But the question arises is that when the Supplier generates a sale bill then why there is a need for a Retailer to put more efforts.

• So, in order to save time and efforts, Marg has developed an option “Collaborative Commerce”. With the help of this option, the invoices get imported automatically for the sale bill generated by the supplier through GSTIN, Mobile No., email address, E-business Code. This can be done in 4 ways i.e. on GSTIN Number & on E Code basis, on Mobile No. basis, on email Address basis.

• The Retailer and the Supplier should be Marg users .

• The supplier generates a Sale bill for the Retailer with the Bill no entered in it. This bill is further uploaded through the internet and is automatically received in the Marg Software of the retailer as Purchase bill in which the same Bill no is entered automatically.

Note: Suppose the Company Name of Supplier is 'Marg ERP' and Retailer Company Name is 'Surya Enterprises'.

Firstly the user will do the setup in Supplier company 'Marg ERP'.

PROCESS OF COLLABORATIVE COMMERCE ON THE BASIS OF EMAIL IN SUPPLIER 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 'Marg to Marg'.
• Now click on ‘Accept’.

• A 'Marg to Marg' window will appear.
• In 'Marg to Marg Purchase Bill Import/Export', option the user will select 'Email'.

• In 'If Mobile,Email' option, the user will mention the email id (Registered with License).
• Press 'ESC' key.

• Again 'Control Room' window will appear.
• The user will select ‘Search in all’. 

• A 'Controls' window will appear in which the user will search 'Export'.
• Now click on ‘Accept’.

• An 'Export' window will appear.
• In 'Option of Data Import/Export/Both/Not Required', option the user will select 'Both'.

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

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

• Press 'Alt+X' key on the main screen of the software.

• A 'List Of Companies' window will appear.
• The user will press 'F3' key on the company name.

• A 'Company Alteration' window will appear.
• In 'Email' option the user will mention the same mail as mentioned in control room settings.

• Now press 'Ctrl+W' key to save the details.

• Now the user will enter in company and create Sale bill for Retailer party.
• Go to Transactions > Sale > bill.

• A 'Sale Enter' window will appear.
• In 'Date' option, the user will mention the date as per the requirement.
• Suppose mention '02-11-2023'.

• A 'Ledgers' window will appear.
• The user will press 'F3' key on retailer ledger 'Surya Enterprises'.

• Press 'Enter' key on 'Ledger Detail' option.

• A 'Modify Ledger' window will appear.
• Click on 'Modify'.

• In 'E-Mail' option, the user will mention the retailer's email id.

• In 'Bill Export' option, the user will select 'E-Mail'.

• Now press 'Ctrl+W' key to save the details.

• Now the user will click on 'Active online Purchase'.

• A Marg ERP 9+ alert of 'Active Surya Enterprises! for Online Purchase' will appear.
• Click on 'Yes'.

• Now the user will load item in sale bill as per the requirement.
• Press 'Ctrl+W' key and click on 'Save Bill'.

• To upload the Sale bill on server.
• Go to Transactions > Sale > Upload Server Pendings.

• An 'Upload Server Pendings' window will appear.
• The user will press '+' key to select bill which needs to be upload.

• Now press 'F6' key.

• A Marg ERP 9+ alert of 'Upload on Server' will appear.
• Click on 'Yes'.

PROCESS OF COLLABORATIVE COMMERCE ON THE BASIS OF EMAIL IN RETAILER SOFTWARE

• Now the user will do setup in Retailer Company 'Surya Enterprises'.
• 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 'Marg to Marg'.
• Now click on ‘Accept’.

• A 'Marg to Marg' window will appear.
• In 'Marg to Marg Purchase Bill Import/Export', option the user will select 'Email'.

• In 'If Mobile,Email' option, the user will mention the email id (Registered with License).
• Press 'ESC' key.

• Again 'Control Room' window will appear.
• The user will select ‘Search in all’. 

• A 'Controls' window will appear in which the user will search 'Export'.
• Now click on ‘Accept’.

• An 'Export' window will appear.
• In 'Option of Data Import/Export/Both/Not Required', option the user will select 'Both'.

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

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

• Press 'Alt+X' key on the main screen of the software.

• A 'List Of Companies' window will appear.
• The user will press 'F3' key on the company name.

• A 'Company Alteration' window will appear.
• In 'Email' option the user will mention the same mail as mentioned in control room settings.

• Now press 'Ctrl+W' key to save the details.

• Now the user will Import Bill.
• Go to Transactions > Purchase > Bill.

• A 'Purchase Entry' window will appear.
• The user will mention the 'Date' as per the requirement.
• Suppose mention '02-11-2023'.

• A 'Ledgers' window will appear.
• The user will press 'F3' key on Supplier ledger 'Marg ERP'.

• Press 'Enter' key on 'Ledger Detail' option.

• A 'Modify Ledger' window will appear.
• Click on 'Modify'.

• In 'E-Mail' option, the user will mention the suppiler's email id.

• In 'Bill Export' option, the user will select 'E-Mail'.

• Now press 'Ctrl+W' key to save the details.

• Now the user will click on 'Active online Purchase'.

• A Marg ERP 9+ alert of 'Active Marg ERP! for Online Purchase' will appear.
• Click on 'Yes'.

• In 'Party No' option, the user will press 'F10' key.

• A 'Select Bill To Import' window will appear.
• The user will press 'Enter' key on the bill which needs to be imported.

An 'Import Mapping' window will appear where the user will select options as per the requirement.

a. Item Search Base: The user will select the base for item search from the drop down.

b. Show un-matched: The user will select whether unmatched items will be displayed or all items that are also mapped will be displayed along with the un-matched. 

c. Volume Discount: The user will select the option in which type of head the discount value should save.

d. Replace A-Rate: The user needs to select with which rate user needs to replace A-Rate.

e. Replace G-Rate: The user needs to select with which rate user needs to replace G-Rate. 

An ‘Item Mapping Total Records’ window will appear.

All the item of that bill will get display which needs to be import.

a. Item already created: Software will automatically mapped the existing items or if user needs to map it with other item then they needs to press 'Enter' key on it.

b. Item not Created: The user needs to press '+' key to create New Item on this window.

Suppose press '+' key to create New Item.

• A 'Modify Product' window will appear.
• Software will auto pick the item details and can also update details as per the requirement.
• Press 'Ctrl+W' key and click on 'Yes' to save details.

• The user can view item will get map, now the press 'ESC' key.

• Click on 'Yes'.

• An alert of 'Sucessfully Import' will appear, keep pressing 'Enter' key.

• The user can view Item will get load.

• Now press 'Ctrl+W' key and click on 'Yes' to save bill.