Overview/Introduction to Purchase Import in Marg ERP Software

Process of Import Purchase from XLS/DBF/CSV

OVERVIEW/INTRODUCTION TO PURCHASE IMPORT IN MARG ERP SOFTWARE

• Transaction Import option is basically used to Import the Purchase list from any outer source like Excel file, CSV file, etc.

• With the help of Marg ERP Software, the user can Import the received file of the invoice in Marg ERP Software without doing any manual entry.

• ‘XLS/DBF/CSV’ feature of Transaction Import requires method to import the purchase entry.

PROCESS OF IMPORT PURCHASE FROM XLS/DBF/CSV

• Firstly, the user will select the format in other details of the party from whom the transaction is been made.

• In order to import the purchase transaction through ‘XLS/DBF/CSV/PDF Bill Import’ feature, the user will select the ‘Excel/CSV/DBF as per the requirement in Other Details window of the party.

• Suppose, select ‘Excel’.

Additional Tip: To Import transaction in Excel/CSV format, the user needs to create the method for purchase import.

• Go to Transactions > Transaction Import > XLS/DBF/CSV/PDF Bill Import. Press Enter.

• An Import-Excel/DBF/TXT window will appear.

• In 'Method' field, the user will select the required method to import the inventory.

Note 1: If in case, the user has multiple methods to import the inventory then can easily choose the required method at the time of import.

• In 'Import File 1st' field, the user will select 'No' from the dropdown.

Note 2: If the user has data in two different files then select other file in 'Import File 2^nd field otherwise keep this field as 'No'.

• A 'Copy Marg Help From' window will appear.

• The user will select the location i.e, from where the transaction needs to be imported.

• Click on 'Select'.

• Then the selected path will automatically get picked in this field.

• In ‘Import From’ field, the user will select that whether the import needs to be done from wholesale or Retail.

• Suppose, select ‘Wholesale’.

• In ‘Save In ’ field, the user will select whether to save in Bill or in Challan.

• Suppose, select ‘Bill’.

• In 'Replace A-Rate/Replace G-Rate' field, the user will select with which rate the user needs to replace A/G- Rate.

• If the user needs to replace rates then select 'Don’t change' from the dropdown.

• Next in ‘Entry Date’ field, the user will specify the entry date.

• Suppose, enter ’31-03-20’.

• In ‘Item Search Base’ field, the user will select the base to search the item from the drop down.

• Suppose, select ‘Name.

• In ‘Party Search Base’ field, the user will select the base to search the party from the drop down.

• Suppose, select ‘Name’.

• In ‘Show un-matched’ field, the user will select whether unmatched items must be displayed or all items that are mapped must be displayed along with the un-matched items.

• Suppose, select ‘Un-matched’.

• Then click on ‘Accept’.

• A ‘Purchase Type’ window will appear.

• The user will select the Purchase type.

• Suppose, select ‘Local’.

• A Ledgers window will appear.

• The user will now select the ledger to map. 

• Suppose, select ‘Narala Pharma’.

• Then an ‘Item Mapping Total Records’ window will appear.

• Here, all the items of that bill will get displayed which needs to be imported in the software.

• If an item is not been created in the software then the user will create it first by pressing (+) on this window.

• If an item has already been created in the software, then the software will automatically map the existing items.
• But if user needs to map it with other items then can map it by pressing 'Enter' key on it.

• Suppose, the user has already created the item. So, the software has automatically mapped those items.

• Now press 'Enter' key.

• A Map Item window will appear.

• The user will select the item for mapping. Press Enter.

• Similarly, the user can map all the items by pressing the 'Enter' key on it.

• The user will press ESC key to exit from this window.

• Now a ‘Save Changes’ window will appear in which the user will select ‘Yes’.

• A ‘Start Importing’ window will appear.

• The user will select ‘Accept’.

• Now the purchase bill will get imported where the user will save the transaction by pressing CTRL+W key.

• Then a Save Changes window will appear.

• The user will select ‘Yes’ to save the transaction.