Overview/Introduction to Marg Bill Import in Marg ERP Software

Process of Marg Bill Import in Marg ERP Software

OVERVIEW/INTRODUCTION TO MARG BILL IMPORT IN MARG ERP SOFTWARE

• Transaction Import option is basically used to Import the Purchase list from any outer source like Excel file, CSV file, etc.

• With the help of Marg Software, the user can Import the received file of the invoice in Marg  Software without doing any manual entry.

• ‘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 OF MARG BILL IMPORT IN MARG ERP SOFTWARE

• Firstly, the user will select the format in other details of party from whom the transaction is being made.

• Suppose to import purchase transaction through ‘Marg Bill Import’ option, the user will select ‘Marg’ in other details of the Party.

• Go to Transactions > Transaction Import > Marg Bill Import. 

• An 'Import-Marg' window will appear.

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

• Click on 'Select'.

• In ‘Import Path’ field, the selected path will automatically get picked in this field.

• In ‘Import in Type’ field, select whether the user needs to import the transaction in sale/purchase etc.

• Suppose select 'Purchase'.

• In ‘Save In ’ field, the user will select whether to save in Bill or in Challan.

• Suppose select ‘Bill’.

• In ‘Entry Date’ field, the user will specify the entry date. 

• Suppose enter ’30.06.2020’.

• In ‘Show un-matched’ field, the user will select whether unmatched items must be displayed or all items that are also mapped will be must get displayed along with the un-matched items.

• Suppose select ‘Un-matched’.

• In 'Replace A-Rate/Replace G-Rate' field, the user will select with which rate user needs to replace A/G- Rate.

• If the user needs to replace rates then can easily select 'Don’t change' from the dropdown.

• In ‘Item Search Base’ field, the user will select the base for item search from the drop down.

• Suppose select ‘Name’.

• Then click on ‘Accept’.

• A ‘Purchase Type’ window will appear.

• The user will select the purchase type.

• Suppose select ‘Local’.

• Press 'Enter' key.

• A 'Ledgers' window will appear.

• The user will select the ledger as per the requirement.

• Suppose select ‘Ahuja Medicine Centre’.

• Then an ‘Item Mapping Total Records’ window will appear.

• Here, all the item of that bill will get displayed which needs to be imported in the software.

• If item is not been created in the software then the user needs to create it first by pressing (+) on this window.

• If item is already been created in the software then the software will automatically mapped the existing items or if user needs to map it with other item then can map by pressing Enter key on it.

• Suppose in our case the item is already been already created so software has automatically mapped the items.

• Press 'ESC' Key.

• A 'Save Changes' window will appear in which the user will click on ‘Yes’.

• A 'Start Import' window will appear where the user will click on ‘Accept’ to start importing of the data.

• The mapped items will automatically get loaded into the purchase bill.

• Now the user will save the transaction by pressing 'Ctrl+W' key.

• A 'Save Changes' window will appear where the user will select ‘Yes’ to save the changes.