Overview/ Introduction to SMS Setup in Marg ERP Software

Format of New SMS templates

Process to Configure SMS Setup in Marg Software

Process to Add Mobile No. in Ledger in Marg Software

Process to Send details of Sale Bill via SMS in Marg Software

Process to Send Ledger Balances SMS in Marg Software

OVERVIEW/ INTRODUCTION TO SMS SETUP IN MARG ERP SOFTWARE

• In MARG Software, SMS Setup is a facility of sending direct transactional messages to debtors, creditors for their bills & the details of their receipts & payments entries.

• With the help of SMS Setup in Marg ERP Software, the user can SMS bill details to party regarding their new bill and their modified bills.

• Moreover, the user can also send SMS for the ledger balances & Outstanding etc.

• In context of this, Govt has revised the SMS policies in which it is stated that from now on wards the templates (which are being send as SMS to the customer) needs to be approved by the 'API Vendor'

• Also, please be informed that after approval even minor changes would not be considered and the SMS will not be delivered to the customer.

• The maximum character limit for a SMS is 160.

FORMAT OF NEW SMS TEMPLATES

Note: For example as in the below shown image, the text which is highlighted as 'Dear Customer' and  'Your Company Name'  there the user needs to mention their company name Greeting message for customer and need to get it approved from the API Vendor (this would be same for all templates)

PROCESS TO CONFIGURE SMS SETUP IN MARG SOFTWARE

• Firstly, Go to  Masters > Marg Setups > Control Room. Press Enter.

• A 'Control Room' window will appear. Select ‘SMS Setup’.

• A 'SMS Setup' window will appear and the user will click on 'Accept'.

A 'SMS Setup' window will appear.

In 'SMS through M-Marg Server / N-Net / X-Not Required' option, the user will select option as per the requirement:

1. M-Marg Server: If the user needs to send SMS through the Marg server then set 'M' and the user shall make sure that the server file should be opened.

2. N-Net: If the user needs to send SMS through the net then set ‘N’ and the user shall make sure that the system should be connected to the net.

• Suppose select 'N'.

• Now change the option of 'Want to change SMS string' to 'Yes'. 

A 'SMS String' window will appear. The user will enter the SMS API.

There are 2 types of API which is shown below:

1. ‘http://abc.com/send.php?user=xyz&pass=pwd&mob={1}& msg={2}&sender=send‘

• User Id: The user will get the user id from the login portal.

• Password: The user will get the password from the login portal.

• Sender Id: The user will get the Sender id from the SMS portal.

• Route Id: The user will get the Route id from the SMS portal.

2. https://www.abcd.live/apikey=5ssdjr61UXrwKLIeu&senderid=MARG&number={1}&message={2}               

• API Key: The user will get the API from the SMS portal.

• Sender Id: The user will get the Sender id from the SMS portal.

The user can purchase the string from any service provider.

• In ‘Default Message in All SMS’, the user need to mention that 'Company Name or Last text of the SMS' which has been approved by the API vendor in the Template. (Do not use more than 30 characters Company Name)

• Next, in ‘Mobile No. Length’, the user will here set the mobile number length. By default, it is set as 10.

• In 'Convert SMS in universal hex code' option, the user will select 'X'.

• Now in ‘SMS of Bill on New/Modify/Both/Print/afterLR/billAudit/x-No’, if the user needs that the software should ask then in Ask select ‘Y’ for yes or ‘N’ for no.

• Now here the user will set that the SMS will be sent after creating New bill or after modification or after LR or both according to the requirement.

• Suppose select 'B' for both.

• Now in ‘SMS Party name with Bill Detail’, the user will set whether to send SMS of Party Name with Bill Detail as Y or N for yes or no respectively.

• Suppose selects 'Y'.

• Next in ‘SMS Party Balance with Bill Detail’, the user will set whether to send SMS of Party Balance with Bill Detail as Y or N for yes or no respectively.
• Suppose the user selects 'Y'.

• Now in ‘Also SMS to Administration’, the user will mention the contact detail of the admin/manager whom the SMS needs to be sent along with the customer.

• In ‘SMS for Billing D-Default R-Retail W-Wholesale B-Both’, the user will choose whether to send SMS on Default/Retail/Wholesale/Both billing as per the requirement.

• Suppose the user needs to send SMS on Default billing then select 'D'.

In ‘Also SMS to Administration on’, the user will specify the contact detail of the admin/manager whom the SMS needs to be sent along with the customer.

• Now in ‘SMS of New Receipt/Payment/Both/All/X-No’, the user will set whether software should ask to send SMS then in Ask select ‘Y’ for yes or ‘N’ for no.

• Then if the user wants that the SMS should be sent on New Receipt/ Payment/ Both/ All/ No SMS should be sent then choose R/P/B/A/X respectively as per the requirement. 

In ‘Also SMS to Administration on’, the user will specify the contact detail of the admin/manager whom the SMS needs to be sent along with the customer.

In ‘Default Message in All SMS’, the user need to mention that 'Company Name or Last text of the SMS' which has been approved by the API vendor in the Template.

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

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

PROCESS TO ADD MOBILE NO. IN LEDGER IN MARG SOFTWARE

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

• The user will now select parties one by one.

• Now the user will press enter on ‘SMS & E-mail id’.

• A 'SMS & E-mail' window will appear.

• The user will now enter the mobile number of the party.

PROCESS TO SEND DETAILS OF SALE BILL VIA SMS IN MARG SOFTWARE

• Firstly, Go to Transactions > Sale > Bill.

• A 'Ledgers' window will appear. The user will now select the ledger.

• Now from the Items window, the user will select the item.

• In the 'GST Invoice Entry' window, the user will enter the quantity.

• Now press 'Tab' key.

• A 'Save Changes' window will appear.

•  The user will select 'Yes' to save the changes.

• An 'Alert' window will appear where the user will Select Yes. 

After following the above steps, the SMS will be sent to the customer.

PROCESS TO SEND LEDGER BALANCES SMS IN MARG SOFTWARE

• For this Go to Books > All Ledgers. Press Enter.

• A 'Ledger Accounts' window will appear. 

• The user will select the ledger and will press 'Enter' on it.

• A 'Ledger Display' window will appear.

• Select Ledger.

• Now the user will click on 'SMS' icon.

• The user can now view Send SMS window and from here the user can select whether to send Ledger Balance/ Balance with Statement /Balance with Outstanding or SMS my own Text.

• Suppose select 'ledger Balance'.