Overview Of Purchase Type In Marg Software

Process To Create New Purchase Type In Marg Software

Process Of Loading Purchase Type In Purchase Bill Of Marg Software

OVERVIEW OF PURCHASE TYPE IN MARG SOFTWARE

• Purchase Type is basically the classification of Purchase as per the tax system applicable to that Purchase like Local or Central rate of Purchase tax charged and it works bill wise.

• Marg ERP creates New Purchase type through which the user can match the bill with that purchase bill which is being received from the customers.

• With the help of it, there will be no need to change tax % on each item as the tax % can be changed on the whole bill altogether which saves a lot of time of the user as well as the Party’s time.

PROCESS TO CREATE NEW PURCHASE TYPE IN MARG SOFTWARE

• Go to Masters > Ledger Master > Purchase > New Purchase.

• A 'Purchase Type' window will appear.
• In 'Sales Type' field, the user will select 'Local or Central' as per the requirement.
• Suppose select 'Local'.

• In 'SGST' filed, the user will mention the SGST rate as per the requirement.
• Suppose mention '6%'.

• In 'CGST' field, software will auto-pick the CGST %.

• In 'Short Name' field, the software will auto-pick the name, and if in case the user needs to change the Shortcut name, then it can be changed accordingly.
• Press 'Enter' key.

• An 'Under Purchase Group' window will appear.
• The user will select the Purchase Group as per the Local or Central.
• Suppose select 'Purchase Local'.

• In 'Purchase Ledger' field, software will auto-pick the Ledger Name.
• Press 'Enter' key.

• An 'Under Tax Group' window will appear.
• In 'SGST Under', the user will select 'Tax - SGST' for SGST posting.

• In 'SGST Ledger' field, the software will auto-pick the Ledger Name.
• Press 'Enter' key.

• Again 'Under Tax Group' window will appear.
• The user will select 'Tax - CGST' for CGST posting.

• In 'CGST Ledger' field, the software will auto-pick the Ledger Name.
• Press 'Enter' key.

• An 'Against Form' window will appear.
• There are a few kinds of forms that are applicable & placed when the goods are exported. Such forms are government-required. In S.T. Form, the user can select the type of form.
• Suppose in our case skip it and press 'ESC' key.

• Click on 'Accept' key.

PROCESS OF LOADING PURCHASE TYPE IN PURCHASE BILL OF MARG SOFTWARE

• Go to Transactions > Purchase > Bill (Alt+P).

• A 'Purchase Entry' window will appear.
• In 'Date', the user will mention the date as per the requirement.
• Suppose mention '30-06-2023'.

• A 'Ledgers' window will appear.
• The user will select the ledger as per the requirement.
• Suppose select 'Ranbaxy India Ltd.'.

• Now when the cursor will stop on the Sale Type the user will press 'F7' key or 'SpaceBar' key. 

Note: If the cursor does not wait on Purchase Type.

• A 'Purchase Type' window will appear in which the user will select 'Type' as per the requirement.
• Suppose select 'Central'.

Note: If All Purchase Type not show.

• The user can view Purchase Type will get Load in Purchase Bill of Marg Software.