Overview of purchase challan in Marg Erp Software

Process of purchase challan in Marg Erp Software

OVERVIEW OF PURCHASE CHALLAN IN MARG ERP SOFTWARE

• Purchase Challan is basically a document type for the confirmation of delivery of the goods, for which purchase bill is created once confirmed.

• Purchase Challan is also created to maintain the record of the Inventory.

PROCESS OF PURCHASE CHALLAN IN MARG ERP SOFTWARE

• Go to Transactions >> Purchase >> Challan.

• A 'Purchase Challan Entry' window will appear.

• The user will enter the date in ‘Date’ field i.e. the date on which the user needs to create the purchase challan.

• A 'Ledgers' window will appear where the user will select that party for which the purchase challan is being created.

• Suppose select 'Ranbaxy India Ltd.'.

• Now the software will pick the Entry number by default.

• In ‘Party No.’, the user will enter the party number.

• Suppose enter '001'.

• Then the user will keep pressing 'Enter' key till items window appear.

• An 'Items' window will appear. The user will select those items for which Purchase Challan needs to be created.

• Suppose select ‘Crocin Pain Relief’. Press 'Enter' key.

• An 'Available Stocks' window will appear where the user will select the batch as per the requirement.

• Suppose select '3001'.

• The user will now enter the Quantity. Then press 'Enter' key.

• The user will enter the Rate of the Item as per the requirement.

The user can enter the discount as per the requirement.

• A 'Master Detail' window will appear.

• The user will enter the details as per the requirement or press 'ESC' key to skip this window.

• Now the user can select more items in challan as per the requirement.

• Then press 'End' key to save the purchase challan. 

• A 'Save Changes' window will appear where the user will select 'Yes'.

• Now, the user will convert this Purchase challan into bill in order to post its entries in the Accounts.

• The user will create the Purchase bill of the same party, go to Transactions >> Purchase >> Bill. 

• A 'Purchase Entry' window will appear in which the user will enter the date in 'Date' field.

• Then a 'Ledgers' window will appear .

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

• Suppose select ‘Ranbaxy India Ltd.’.

• The user will Enter the party number as per the requirement.

• Now, a 'Pending Challans' window will appear in which the user can view those challans which have been created.

• As the user has already created this challan, so in order to load this challan in bill; click on 'Select' button.

• A 'Select Challans' window will appear in which the user will select the challan by pressing the 'Spacebar' key. Press 'Enter' key.

• Then a 'Challan Loading' window will appear where the user will press 'Enter' key. 

• Now, the user can view that the pending challan has been loaded in the bill.

• Here ‘S’ indicates that these items have been supplied.

• Press 'Tab' Key to save the bill.

• Then 'Save Changes' window will open where the user will click on 'Yes' button to save the changes.