Overview Of Import Purchase PDF File through Wallet In Marg Software

Process To Import Purchase PDF File through Wallet In Marg Software

OVERVIEW OF IMPORT PURCHASE PDF FILE THROUGH WALLET IN MARG SOFTWARE

• Marg ERP has provided the provision of 'Import Bills through PDF', through which you can directly import the bills received in PDF into the software as purchase bills in just a few clicks. Due to this, the chances of error are reduced and time will also be saved.

PROCESS TO IMPORT PURCHASE PDF FILE THROUGH WALLET IN MARG SOFTWARE

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

• On the main screen of the software, the user will click on 'Digital Entry.'

• An 'Order, Receipt, Purchase & Return Process' window will appear.
• The user will click on 'Online Purchase Import' tab.

• The user will click on 'Select File'.

• An 'Import From' window will appear.
• The user will click on 'Directory' button to select the path of the PDF file.

• Now select the file and click on 'Select' button.

• A 'Party Selection for purchase Import' window will appear.
• In 'Select Party' option, the user will select the party for which the bill needs to be imported.
• Suppose select 'Alkem Lab Ltd.'.

• In 'Party Bill No' option, the user will mention the bill number as per the requirement.
• Click on 'Submit' button.

• A Marg ERP 9+ alert of 'File uploaded Successfully Check after 15 Minutes to Download' will appear.
• Click on 'Ok'.

• The bill will get displayed within 15 Minutes.

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

• A 'Purchase Entry' window will appear.
• The user can view items will get imported with all the details.

• Now the user will press 'Ctrl+W' key and click on 'Save Bill' option, to save the bill.

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