Overview Of PDF Purchase Import in Marg Books Software

Process to Import Purchase Transaction in PDF Format in Marg Books Software

Overview Of PDF Purchase Import in Marg Books Software

• In MargBooks, the PDF Purchase Import feature enables users to automatically import purchase invoices received in PDF format into the system with minimal effort. The tool intelligently extracts key details such as supplier name, invoice number, invoice date, item names, HSN codes, quantities, rates, taxes (CGST, SGST, IGST), and total invoice value. This automation eliminates the need for manual data entry, helping users save time and reduce errors.

• Many users are not aware that they can directly import purchase bills received as PDF files from suppliers without converting them into other formats. As a result, they manually enter data from PDF files into the software or first convert PDFs into formats like Excel, DBF, or CSV before importing — a process that consumes a lot of time.

• Now, with MargBooks software, customers can easily import purchase bills directly from PDF files, making the entire purchase data entry process faster, simpler, and more accurate.

Process to Import Purchase Transaction in PDF Format in Marg Books Software

• Go to Utilities & Tools.

• The user will click on Download From Server.

• Click on Select File to  Upload.

• Now, the user will select PDF file from system and click on 'Open' button.

• The user will press 'Enter' Or 'Space Bar' key to select party Ledger.

• The user will select party ledger as per the requirement.
• Suppose selected Shree Dhoota.

• Enter Purchase Bill no.  

• Click on Proceed button or press 'F10' Key.

• The user can now view an alert indicating that the PDF file has been uploaded successfully and will be available for download after 15 minutes.

• The bill will be displayed after 15 Minutes.

• The user will click on action button.

• An 'Item Mapping' window will appear.
• If the item 'Envy 1000 Deao Nitro 120ml' is not yet created in the software but is essential for mapping, the user will initiate the creation of the item by clicking on the 'Create Item button' or F2 key.

• The user will click on 'Import button' or 'F11' key.

• Click on 'Save' button.

After following the above steps, the user can Import the Bill through PDF File in Marg Books Software.