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How to Import Purchase Bill Photo through Marg Genie in Marg ERP Software ?

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Overview of Import Purchase Bill Photo through Wallet in Marg ERP Software

Process to Activate Import Purchase Bill Photo In Marg Wallet

Process to Import Purchase Bill Photo through Wallet in Marg ERP Software

Overview of Import Purchase Bill Photo through Wallet in Marg ERP Software

In Marg ERP Software, a provision of 'Import Bills through Photo' has been provided, through which the bills received in photo format can be directly imported into the software as purchase bills within a few clicks. This helps in reducing errors and also saves valuable time.

Process to Activate Import Purchase Bill Photo In Marg Wallet

Note: Firstly, the user needs to Activate Marg Wallet.

  • Go to Digital > Marg Wallet > Activate Services.

  • Click on 'Other Services'.

  • The user will place a check mark on 'Purchase Import PDF' service.

  • Click on 'Submit' button.

Process to Import Purchase Bill Photo through Wallet in Marg ERP Software

  • Firstly, The user will download the Marg Genie App on a mobile phone to connect it to the software.
  • Open the 'Play Store' App.

  • Click on the search bar.

  • Here, the user will search 'Marg Genie' and click on 'Marg Genie App'.

  • The user will select the Marg Genie App.

  • Click on 'Install' button.

  • The user can view the App will get downloaded. Open the App.

  • Click on 'Purchase' button.

The user will select the option as per the requirement.

a. Take Photo: The user can capture a photo of the purchase bill by clicking on 'Take Photo'.

b. Choose from Gallery: The user will select an existing photo of the purchase bill from their phone gallery.

c. Previous Purchase ID: The user can view the last five photo IDs of the previous purchase ID.

Suppose 'select Take Photo'.

  • The user will click 'Photo of 'Purchase Bill'.

  • Click on 'Tick' button.

  • In 'Add More Purchase Import' option, if the user wants to import multiple photos, then click on 'Add More Purchase Import' button.

  • Click on 'Upload on Purchase' button.

  • Now, the user can view that the 'Purchase ID' will be generated automatically and click on 'Ok' button.

  • Click on 'Digital' Entry' button.

  • The user will click on 'Online Purchase Import'.

  • Now, the user will click on 'Marg Genie Import'.

  • The user will enter 'Marg Genie App ID', which has been generated earlier.

  • Click on 'Ok' button.

  • The user will select the party as per the requirement
  • Suppose select 'Ranbaxy Pvt LTD'.

  • Enter the 'Bill Number'.

  • Click on 'Submit' button.

  • Click on 'Ok' button.

  • The bill will be displayed after 15 Minutes.

  • Now the user will click on 'Generate Bill' button.

  • The user can view items will get imported with all the details.

  • Press 'Ctrl+W' key.

  • Click on 'Yes' button.

After following the above steps, the user can import Purchase Bill through Photo in Marg ERP Software.

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