Overview/Introduction to Data Export/Import in Marg Software

Steps to Export Product in Marg Software

Steps to Import Product in Marg Software

OVERVIEW/INTRODUCTION TO DATA EXPORT/IMPORT IN MARG SOFTWARE

This option of Marg ERP software facilitates you to export/import products, ledgers, vouchers, sale & purchase transactions, without creating any method.

This option only works on ‘Marg to Marg’ i.e. the data should be exported through the Marg software and also should be imported in Marg Software.

STEPS TO EXPORT PRODUCT IN MARG SOFTWARE

• Suppose, we are exporting the data of ‘Marg ERP LTD’ so firstly select the company. Press Enter.

• Go to Reports > Management Report > Utilities > Data Import/Export > Product Export. Press Enter.

• A Select Directory window will be appear

• Select path where the file needs to be exported.

• Then click on ‘Select’.

• A Product Export window will appear.

• ‘Product T/F to Path’: The selected path will automatically picked by the software.

a. Export M.R.P. : If MRP of the product also needs to be exported along with the product then select ‘Yes’ otherwise keep it ‘No’.

b. Export Sales Rate : If Sales Rate of the product also needs to be exported along with the product then select ‘Yes’ otherwise keep it ‘No’.

c. Export Pur.Rate, Cost : If Sales Rate of the product also needs to be exported along with the product then select ‘Yes’ otherwise keep it ‘No’.

d. With Batch File: If the batches of the product needs to be exported then select ‘Yes’ otherwise keep it ‘No’.

e. Created After: Mention the date if only those product needs to be exported which has been created after defined date.

Then click on Accept.

• A Select Company window will appear.

• Select the companies as per the requirement.

Note: A Single Company can be selected by space bar or plus (+) key and multiple companies can be selected by Asterisk Key (*).

After following the above steps the software will display the Item’s Exported Properly.

STEPS TO IMPORT PRODUCT IN MARG SOFTWARE

• Now we are importing the data in the ‘Ahuja Medicine Centre’. So firstly select the company then press Enter.

• Go to Reports > Management Report > Utilities > Data Import/Export > Product Import. Press Enter. 

• A Select Directory window will be appear

• Select path where the file needs to be imported .

• Then click on ‘Select’.

• A Product Import window will appear.

• ‘Product T/F to Path’: The selected path will automatically picked by the software.

a. Import M.R.P. : If MRP of the product also needs to be imported along with the product then select ‘Yes’ otherwise keep it ‘No’.

b. Export Sales Rate : If Sales Rate of the product also needs to be imported along with the product then select ‘Yes’ otherwise keep it ‘No’.

c. Export Pur.Rate, Cost : If Sales Rate of the product also needs to be imported along with the product then select ‘Yes’ otherwise keep it ‘No’.

d. With Batch File: If the batches of the product needs to be imported then select ‘Yes’ otherwise keep it ‘No’.

Then click on Accept.

• A Select Company window will appear.

• Select the companies as per the requirement. Press Enter

Note: A Single Company can be selected by space bar or plus (+) key and multiple companies can be selected by Asterisk Key (*).

• Now the software will display the alert of Item’s Imported Properly.

After following the necessary steps all the exported products will successfully be imported in the software.