Overview/Introduction to Import Multiple Debtors in Marg ERP Software

Steps to create method to import Debtor

Steps to import Debtor through Excel

OVERVIEW/INTRODUCTION TO IMPORT MULTIPLE DEBTORS IN MARG ERP SOFTWARE

• ERP Bridger is a tool developed by Marg and this tool can be used in import data from excel.

• With the help of Marg ERP software you can easily import multiple debtors from excel only by creating a simple method for it.

• This option saves your lot time to create separate ledgers in the software.

STEPS TO CREATE METHOD TO IMPORT DEBTOR

• Firstly, Go to Reports > Management Report > Utilities > Copy > Import Masters from Excel.

• An Import Master window will appear.

• The user will now select ‘Party Master Method’.

• Select 'Method' option.

• A Party Master Method window will appear.

• In the Name field, the user will enter the name for the method.

• Suppose, enter ‘DEBT’.

• An alert window will appear ‘Not found. Want to create’, the user will click on ‘Yes’.

• Then, the user can give the description for this method. 

• Suppose, enter 'Debtor Import'.

• In the excel sheet that the user wants to import, the user can view that the data starts from line 2.

• So, in ‘Data from line’, the user will enter ‘2’.

• Then press page down key.

• An Import Method window will appear. Press Enter.

• A Format Variables window will appear.

• The user will now search the heading to be imported from the Excel sheet.

• Suppose, select 'Party Name'.

• In the excel sheet, the user can view that Party Name is in column A.

• Then, in Import method window the user will enter ‘A’ in Excel field.

• Then select file type as 'Default'.

• Press Enter twice.

• Again, Format Variables window will appear.

• The user will search the heading to be imported from the Excel sheet.

• Suppose, now select 'Party Address'.

• In the excel sheet, the user can view that Party Address is in column B.

• Then, in Import method window the user will enter ‘B’ in Excel field.

Then import debtor ledger the user needs to mention the code of the debtor ledger i.e.C6 in excel.

• Press Enter twice.

• Again, Format Variables window will appear.

• The user will search 'Code' to import the ledger on the basis of code.

• Suppose, now select 'Party Code'.

• In the excel sheet, the user can view that Party Code is in column F.

• Then, in Import method window the user will enter ‘F’ in Excel field.

• Press Enter twice.

• Similarly, the user will select all the headings to be imported from the Excel sheet.

Press Enter and then press Escape key to save the method.

Steps to import Debtor through Excel

• Firstly, Go to Reports > Management Report > Utilities > Copy > Import Masters from Excel.

• An Import Master window will appear.

• The user will now select ‘Party Master Import'.

• A Directory window will appear.

• The user will select location from where user needs to import the transaction.

• Then click on 'Select'.

• Then press 'Enter' on it.

• An Item Import window will appear.

• In 'Method' the user will select required method to import inventory.

• Suppose, select 'DEBT'.

• In 'Sundry Debtors', the user will mention the code the debtor i.e. 'C6'.

• Then click on 'Accept'.

• The user can now view that data is successfully imported.

After following the above steps, the debtor ledger will get imported through excel.