Overview/Benefit of Temporary Limit option in Marg Software

Process to Set Temporary Limit in Marg Software

Process to Set Rate of particular item for particular party on temporary basis in Marg Software

Process to Set Deals of particular item for particular party on temporary basis in Marg Software

Process to View Report of Used Temporary Limit in Marg Software

OVERVIEW/BENEFIT OF TEMPORARY LIMIT OPTION IN MARG SOFTWARE

• Temporary Limit option is used to do billing of those parties on the temporary basis who have already crossed their credit & primary limit.

• This option also facilitates the user to set the special Rates & deals of the particular item for the particular party on the temporary basis. 

• With the help of Marg Software not only the user can set the temporary limit for the particular party but also can view the report of the parties to whom the bills has been issued after crossing their primary & credit limit.

PROCESS TO SET TEMPORARY LIMIT IN MARG SOFTWARE

Scenario: One of the party 'Ahuja Medicine Centre' has crossed his primary & Credit limit and software is not allowing the user to create the bill of this party. 

So in this case if user needs to create one more bill of 'Ahuja Medicine Centre' on the temporary basis then it can easily be done with the help of Marg Software.

In order to know the process to set temporary limit, the user needs to follow the given steps:

• Go to Masters > Temporary Limits > New Temp. Entry.

• A 'ledgers' window will appear. 

• The user will select the ledger as per the requirement. 

• Suppose, select 'Ahuja Medicine Centre'.

• Now the user will select either the temporary limit will be used only for one time or for multiple times.

• Suppose select 'One Time'.

• In 'Expired On', the user will mention the date on which the temporary limit will get ended.

• Now the user will mention the value up to which the user can issue the goods to the customer on the temporary basis.

• Now the user will press 'ESC' Key to get exit from this window.

After following the above steps the user can view that Software is allowing billing of 'Ahuja Medicine Centre' on the temporary basis and only for Rs 2000.

PROCESS TO SET RATE OF PARTICULAR ITEM FOR PARTICULAR PARTY ON TEMPORARY BASIS IN MARG SOFTWARE

• Go to Masters > Temporary Limits > New Temp. Entry.

• A 'ledgers' window will appear. 

• The user will select the ledger as per the requirement. 

• Suppose, select 'Ahuja Medicine Centre'.

• In 'Type' field the user will select 'Rate'.

• Now a 'Special Rate for Selected Party' window will appear. 

• The user will select the item which needs to be sold to the customer on the defined price.

• Suppose select 'Acnederm Lot'

• In 'Expired On', the user will mention the date on which the temporary limit will get ended.

• In 'Value' field the user will mention the Rate on which the item needs to be sold for the particular time period.

• Suppose mention Rs 35 (however the actual sale rate of item is Rs 10).

• Now the user will press 'ESC' key to get exit from this window.
  

After following the above steps the user can view that the software is automatically picking the rate of 'Acnederm Lot' Rs 35 (for a particular time period)

PROCESS TO SET DEALS OF PARTICULAR ITEM FOR PARTICULAR PARTY ON TEMPORARY BASIS IN MARG SOFTWARE

• Go to Masters > Temporary Limits > New Temp. Entry.

• A 'Ledgers' window will appear. 

• The user will select the ledger as per the requirement. 

• Suppose select 'Ahuja Medicine Centre'.

• In 'Type' field the user will select 'Scheme'.

• Now a 'Special Deal for Selected Party' window will appear. 

• The user will select the item which needs to be sold to the customer with defined deals.

• Suppose select 'Acnederm Lot'.

• In 'Expired On', the user will mention the date on which the scheme limit will get ended.

• In 'Value' field the user will mention the minimum quantity on which the free deal needs to be issued.

• Suppose In our case we need to issue 1 quantity of 'Acnederm Lot' as free on the sale of every 20 quantities. So firstly mention '20'.

• Now mention how many quantities are needed to be issued as free. 

• Suppose now mention '1'

• Now the user will press 'ESC' key to get exit from this window.

After following the above steps the user can view that the software is automatically picking the free deal of 'Acnederm Lot' is 20+1 (for a particular time period)

PROCESS TO VIEW REPORT OF USED TEMPORARY LIMIT IN MARG SOFTWARE

• Go to Masters > Temporary Limits > New Temp. Entry.

• A 'ledgers' window will appear. 

• The user will select the ledger as per the requirement. 

• Suppose, select 'Ahuja Medicine Centre'.

• The user will select 'View/Print/Excel' as per the requirement. 

• Suppose select 'View'.

After following the above steps the user can view the parties to which the bill has been made on a temporary basis (after crossing the credit & primary limit).