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How to Export and Import Bill from Marg ERP to Marg ERP Software ?

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Ans.1

Overview Of Bill Import From Marg To Marg

Process To Export Bill From Marg ERP Software

Process To Import Bill In Marg ERP Software

Overview Of Bill Import From Marg To Marg

  • The transaction Import option is basically used to import the purchase list from any outer source, such as an Excel file, CSV file, etc.
  • With the help of Marg ERP Software, the user can import the invoice file received in Marg Software without making any manual entries.
  • ‘Marg Bill Import’ feature of transaction import does not require any method to import the purchase entry.
  • There is a condition in this method of purchase import i.e. the bill must be exported through Marg software and also needs to be imported in the same.

Process To Export Bill From Marg ERP Software

  • Go to Books > All Ledgers.

  • The user will select the party whose Bill needs to be exported in Excel Format.
  • Then press 'F3' key on it.

  • The user will select 'Other Detail' option.

  • In 'Export Bill Format' option, the user will select 'Marg'.
  • Press 'Ctrl+W' key to save the changes.

  • Go to Transactions > Purchase > Modify Bill

  • The user will select the options as per the Requirement i.e. bill no, bill date, etc.

  • The user will press 'F11' key on the selected entry that needs to be exported.

  • Click on 'Save Bill'.

  • The software will automatically pick the default path where the file will be saved.
  • Click on 'Accept'.

Note: The user can also change the path as per the requirement.