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Process to convert Purchase Challan into a Purchase bill in Marg Books

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Process to Convert Pending Purchase Challan into Purchase Bill

In MargBooks, the user can easily convert the pending purchase challan into a purchase bill. In order convert the purchase challan into purchase bill, the user will follow the below steps:

  • Go to Dashboard > Purchase > Bill.
  • Click on '+' icon to Create new Bill.

  • A 'Select Party' window will appear. The user will select the ledger of that party or supplier for whom the purchase challan needs to be converted into purchase bill.
  • Press 'Enter' to select the party.

  • Select Start Manual Entry Option to Proceed.

  • Enter Invoice number as per the requirement.
  • Suppose enter 'DP-234'.

  • Now a 'Pending Purchase Challan' window will appear.
  • Select the challan to convert in Purchase bill and Click on "Save".

  • Then a 'Pending Challan Item' window will appear.
  • Click on 'Save' to load the challan.

  • Now the user can view the challan will get loaded in the purchase bill.
  • Then click on 'Save' to save the bill.

  • A 'Purchase Bill Saved' Successfully Message will appear on screen.

After following the above steps, the user can convert the Purchase challan into the Purchase bill.


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