Overview of Item Import from Excel in Marg Books

Process to Import Item from Excel in Marg Books

OVERVIEW OF ITEM IMPORT FROM EXCEL IN MARG BOOKS

• Marg Books has provided a very beneficial provision in the software through which the user can easily import the data of multiple items through excel at a single point of time. This saves a lot of the time as there is no need to create each & every item in the software. 

• The user can import different details of an item along with its HSN Code, Product’s Company Name, Purchase Rate, etc.

PROCESS TO IMPORT ITEM FROM EXCEL IN MARG BOOKS

• Firstly, go to Master > Inventory Master > Item.

• An 'Item List' window will appear.
• The user will click on 'DropDown' button.

• Now, the user will click on 'Import Items' button.

• An 'Add Bulk Upload' window will appear.
• The user will click on 'Item Master'.

• An "Item Master" window will appear.
• The user will follow the steps as per showing on the item master window.
• The user will click on "Download Excel" option.

• An "Item List" Template will get downloaded.

Fig 1.1 Import Item Excel Template with neccessary details i.e. product name, hsn code,tax category etc.

• The user will enter the Item Data in the downloaded template file.

• Now, the user will click on 'Upload Excel' option in order to upload the item data.

• A 'File Selection' window will appear.
• The user will select the 'Item Data' file which needs to be imported. (as showing in the below fig.).

• An 'Item Import Initiated' pop up will appear.

• An 'Item Import Process Start' mail will received in Supervisor ID.

• Again, an 'Item Import Successfully' mail will received in Supervisor ID.
• After following the above steps, the user can view that the Item will get successfully Imported in the Marg Books.
• Important Note-Using this process, users can import up to "1,000 items" at a time. If User wants to import "more than 1,000 items", they need to rename the "downloaded Excel file" to "Margbooks_BulkItems" before proceeding with the import.