Overview Of PDF Purchase Import in MargBooks Software

Process to Import Purchase Transaction in PDF Format in MargBooks Software

Overview Of PDF Purchase Import in MargBooks 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 invoice number, 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 MargBooks Software

• Go to Purchase > Bill.

• Click on 'Create button or press 'F2' key.

• A pop-up window appears with two options: Import Purchase Bill and Enter Manually, allowing you to choose how to create the purchase bill.
• Click Upload & Auto Read Invoice under Import Purchase Bill to upload an invoice and automatically extract purchase details using the auto-read feature.

• Click on 'PDF File'.

• User will select file from system and click on 'Open' button.

• Press 'Enter' key.

• User will select Party ledger.

• User will enter the party bill number.

• Click on Proceed or press F10 Key.

• User will verify the mapped import data and click the 'Next' button.

• User can view and review the item list automatically extracted from the uploaded PDF file.
• User can press Enter in the 'Mapped with Item' field to open the item list, then search and select the appropriate item for mapping.
• If an item is not available in the software, the user can click the 'Create Item (F2)' button to create a new item and complete the mapping.
• After mapping all imported items, the user can verify the mapped item count and click the 'Import (F11)' button to import the data into the software.

• User will view that the bill has been successfully imported into MargBooks and click the 'Save' button to complete the process.

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