Overview Of Saloon Setup In Marg ERP Software

Process To Enable Saloon Setup In Marg ERP Software

Process Of Saloon Management In Marg ERP Software

Overview Of Saloon Setup In Marg ERP Software

• Out Patient Department (OPD) Software is used in appointment-based services like hospitals or clinics. The user can easily manage the appointments and can keep track of the Patient/Customer records in a single click.
• With the use of Saloon Management in Marg ERP Software, the user does not need to enter the information manually, reducing work stress and saving the time required to enter the information manually.

Process To Enable Saloon Setup 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 'Opd Management'.

• Now click on ‘Accept’.

• An 'Opd Management' window will appear.
• In 'O.P.D. Management (Addon)', option the user will select 'Y'.

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

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

Process Of Saloon Management In Marg ERP Software

• Now go to Accounts > O.P.D. Management.

• In ‘Choose Business Type’, the user will select 'Saloon'.

• Click on ‘Ok’.

• The user can view the Saloon Management will get Enabled in Marg Software.

• The user will select the ‘Setup’.

• A ‘Setup’ window will appear.
• Click on ‘Edit’.

Now, the user will select the options as per the requirement.

a. Show Beautician in beautician Master who: The user can place the checkmark if needs to view the beautician (who left the job) in beautician’s list.

b. Total shifts for a beautician in a day: The user will mention the number of shifts for a beautician in a day.

Note: Maximum shift the user can mention is 4.

c. Titles for a Receipt: The user will mention the details of the Address/Contact No. /E-mail Id...Etc, as per the requirement.

d. Display Company Logo in Receipt: The user will select ‘Yes’ if needs to set the Logo for the company, otherwise keep it as ‘No’.

e. Default Printer: The user will select the default printer.

The user will click on ‘Save’.

• The user will click on cross icon to exit from the window.

Now, the user will mention the details for ‘Miscellaneous Master’.

a. Degree Master: The user can Add beautician’s Degree Name.

b. Specialization: The user can Add beautician’s Specialization.

c. Facility Available: The user can Add facility/Test available for Patients.

d. Insurance Master: The user can Add details of the Insurer.

e. Department Master: The user can Add the Department Name of the saloon.

f. Exit: The user will select the option to Exit from Miscellaneous Master.

• A ‘Main Menu’ window will appear.

• The user will select the ‘Beautician Master’.

a. Beautician Name: The user will mention the beautician’s Name.

b. Id Number: The ID Number will auto-pick by the software.

c. Father Name: The user will mention the beautician’s Father Name.

d. Gender: The user will select the Gender of the beautician.

e. Date of Birth: The user will mention the beautician’s Date of Birth.

f. Joining Dt: The user will mention the beautician’s joining Date.

g. Reg No.: The user will mention the Reg No. as per the requirement.

h. Chamber no.: The user will mention the Chamber No. as per the requirement.

i. Leaving Date: The user will mention the Leaving Date of the beautician as per the requirement.

j. Local Address: The user will mention the Local Address of the beautician.

k. City & Pin code: The user will mention the City and pin code of the beautician.

l. State: The user will mention the State of the beautician.

m. Perm. Add: The user will mention the Permanent Address of the beautician.

n. City & Pin code: The user will mention the Permanent Address’s City and PIN code of the beautician.

o. State: The user will mention the Permanent Address’s State of the beautician.

p. Contact Nos.: The user will mention the contact no. of the beautician.

q. Mobile Nos: The user will mention the Mobile no. of the beautician.

r. Degree & Special: The user will mention the Degree & Speciality of the beautician.

s. E-mail ID: The user will mention the E-mail ID of the beautician.

t. Salary & Comm.: The user will mention the Salary & Commission of the beautician.

u. Consult Fees: The user will mention the Consult Fees of the beautician.

v. Picture: The user will add the Image of the beautician.

• Now the user will click on 'Shift Details'.

• The user will set the Shift details of the beautician as per the requirement.
• Click on 'Save'.

• Now the user will click on 'Save'.

• Click on 'Cancel' to exit from the window.
• A Marg Compusoft 'Are you sure to Exit' window will appear.
• Click on 'Yes'.

• A ‘Main Menu’ window will appear.
• The user will select ‘Duty Schedule Process’.

• A ‘Duty Schedule’ window will appear.
• In ‘Select’ option, the user will select the month for which beautician’s duty needs to be scheduled.
• Suppose select 'July'.

• The user will click on ‘Show’.

• The user can uncheck on the shifts on which the beautician will not be available.

• Now, the user will click on ‘Save’ to save the changes.

• Now the user will Add Customer details.
• Select 'Customer Master'.

a. Customer Name: The user will mention the customer’s Name.

b. Date of Reg.: The user will mention the Date of Registration of the customer.

c. Address: The user will mention the Address of the customer.

d. ID Number: The user will mention the ID Number of the customer.

e. Age: The user will mention the Age of the customer.

f. Gender: The user will mention the Gender of the customer.

g. Telephone no.: The user will mention the Telephone No. of the customer.

h. DOB: The user will mention the Date of Birth of the customer.

i. Mobile No.: The user will mention the Mobile number of the customer.

j. Income: The user will mention Income of the customer.

k. Picture: The user will add the image of the customer.

• Now, the user will click on ‘New Appointment’.

a. Appointment Date: Enter the date on which the customer needs an appointment.

b. Today: The software will auto-pick the current date.

c. Time: The software will auto-pick the current time.

d. Beautician Name: Select the beautician’s name with whom the appointment needs to be booked.

e. Time Preferred: Select the time preferred by the beautician.

f. Customer Time: Mention the time at which the customer will be available.

g. Payment Mode: Select the option by which mode the customer will pay the fees.

h. Consultation Fee: The software will auto-pick the consultation fee according to the selected beautician.

i. Appointment No.: The software will auto-pick the Appointment No.

j. Primary Symptoms: Mention the customer's symptoms.

Then the user will click on ‘Okay’.

• Now the user will select ‘Appointment Details’.

A ‘Appointment Process’ window will appear.

a. Date From: Enter the date from which the user needs to view the appointment details.

b. Date To: Enter the date up to which the user needs to view the appointment details.

Then, click on ‘Show’.

• The user can view the appointment of the customer will appear.

If the user needs to 'Add / Edit' the appointment or Add customer then it can be done with the given Tab (as shown in the below image).

a. Add New appointment: Select the option if the user needs to add new appointment.

b. Edit Appointment: Select the option if the user needs to modify the appointment.

c. Add New patient: Select the option if the user needs to add new patient.

• After the desired changes the user will click on ‘Save’ to save the changes.

• A Marg Compusoft alert of ‘Records Saved Successfully’ will appear.
• Click on ‘Ok’.

• Now, the user will click on ‘Exit’.
• Again Marg Compusoft alert of ‘Wish to Exit Appointment Procedure’ will appear.
• Click on ‘Yes’.

• Now select the ‘Prescription Process’.

• In ‘Date’ option, the user will mention the date for which the prescription needs to be mentioned.
• Then, click on ‘Show’.

• The Customer details will appear.
• Click on 'Edit' for which prescription needs to be mentioned.

• In ‘Prescription’, the user will mention the prescription suggested by the beautician for his customer.

• Now, the user will click on Medicine column and select the medicine name.

• In ‘Remarks’ option, the user will mention the dose for medicine.

• Now the user will press 'PageDown' key to add a second medicine and remark.

• Click on 'Save'.

• The user will click on ‘Cancel’ to exit from the window.

• A Marg ERP 9+ alert of 'Are you Sure to Exit Prescription Details' will appear.
• Click on 'Yes'.

• Now the user will select the ‘Receipt Printing’.

• A ‘Receipt Printing’ window will appear.
• In ‘Date’ option, the user will mention the date and click on ‘Show’.

• The user will place the Checkmark on the receipt which needs to be printed.
• Click on ‘Print’.