Overview of Marg to Marg Import ( Collaborative Commerce )

Process to Implement Collaborative Commerce as a Supplier in Marg ERP Software

Process to Implement Collaborative Commerce as s Buyer in Marg Books

Overview of Marg to Marg Import ( Collaborative Commerce )

Marg Books offers a beneficial feature called Marg to Marg Import, also known as Collaborative Commerce. With this option, suppliers using Marg ERP software can upload bills to their server. Buyers who are Marg Books users can easily import these bills into their software. This can be done using the GSTIN, Mobile Number, or Email Address.

For example, 'Myra Singh', a user of Marg ERP software, and Vanya Negi, a Marg Books user, handle daily billing and need a convenient process. When Myra Singh creates a sale bill for the goods she sells to 'Vanya Negi', she can upload this bill to the server. Vanya Negi can then easily download the bill from the server and import it into her Marg Books software as a purchase bill.

Process to Implement Collaborative Commerce as a Supplier in Marg ERP Software

• So, firstly, the process will start from the supplier, i.e. Myra Singh's side.

• Go to 'Masters > Marg Setups > Control Room'.

• Click on 'Search In All'.

• In 'Search' field, the user will enter 'Marg to Marg'. Then, click on 'Accept' button.

• In 'Marg to Marg Purchase Bill Import/Export' option, the user will select the basis for bill export/import, i.e., GSTIN, Email, or Mobile.
• Suppose select 'Mobile'.

• In 'If Mobile, Email' field, the user will enter the email or mobile number through which collaborative commerce needs to be connected.
• Now, press 'ESC' key.

• Again, the user will click on 'Search In All'.

• In 'Search' field, the user will enter 'Export'. Then, click on 'Accept' button.

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

• The user will press 'ESC' key to save the changes.

• Click on 'Yes' button.

• Now, the supplier will create the buyer's ledger for this:
• Go to 'Masters > Ledger Master > Ledger > New Ledger'.

• The user will select Buyer's account group i.e. 'Sundry Debtors' and press 'Enter' key on it.

• The user will enter all necessary details of the buyer i.e. name, mobile number, state and etc.

Note: The buyer's (Vanya Negi) ledger name and mobile number should match those mentioned in buyer's (Vanya Negi) company information.

• In 'Bill Export' option, the user will select on which basis bill will be exported.
• Suppose select 'Mobile'.

• Press 'Ctrl+W' key to save the ledger.

• After saving the ledger, a 'Selected Ledger' window will appear.
• The user will click on 'Active Online Purchase'.

• The user will click on 'Yes' button to active online purchase.

• Now, go to 'Transactions > Sale > Bill.

• The user will create a bill for the buyer, load the items as required, and then press 'Ctrl+W' key to save the bill.

• Again, go to 'Transactions > Sale > Upload Server Pendings'.

• The user will select bill for which needs to be uploaded on server and press 'F6' key on it.

• Click on 'Yes' button to upload on server.

Process to Implement Collaborative Commerce as s Buyer in Marg Books

• Now, the process will start for the buyer, i.e. Vanya Negi's side.

• Click on 'Settings' icon on the dashboard window.

• In 'Control Room' option, the user will click on 'Configure' button.

• The user will search 'Collaborative'.

• In 'Collaborative Commerce' option, the user will select 'Yes'.

• In 'My Bill Import / Export in Collaborative Commerce on Bases' option, the user will select 'Mobile'.

• The user will press 'ESC' key.

• Click on 'Save' button to save the changes.

• Click on 'Ok' button.

• Now, the buyer will create the supplier's ledger for this:
• Click on 'Master > Accounts Master > Ledger (+)'.

• The user will enter all necessary details of the buyer i.e. name, mobile number, state and etc.

Note: The supplier's (Myra Singh) ledger name and mobile number should match those mentioned in supplier's (Myra Singh) company information.

• Now, click on 'Others' tab.

• In 'Purchase Import' option, the user will select on which basis bill will be imported.
• Suppose select 'Mobile'.

• Click on 'Save' button.

• Now, click on 'Purchase > Bill (+)'.

• The user will enter 'Invoice Date' and select 'Suppliers Ledger' as per the requirement.
• In 'Invoice No. field', the user will press 'F11' key.

• In 'Import From' option, the user will select 'Marg to Marg Import' and click on 'Save' button.

• The user will place a checkmark against the bill that needs to be imported.
• Suppose select 'Bill No. A000009' and press 'Enter' key.

• In 'Import Mapping' window, the user can view the imported bill along with their item search base, unmatched items, and mapping base. The user can also modify these mappings as per the requirements.

• In 'Item Mapping' window, the user will press 'Enter' key on the item.

• Select the item to which the current item needs to be mapped, then press 'Enter' key.

• After mapping all the items, click on the 'Import' button.

Thereafter, the user can view that the Purchase Bill has been imported. Click on the 'Save' tab.