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How to export Quotation in Excel Format in Marg Software ?

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Ans.1

In Marg software, there is an option available to export selected bill or transaction in Excel format which is used by the user to mail particular copy of bill in Excel format.

In order to export the Quotation in Excel Format, the user needs to follow the below steps:

  • Go to Transactions > Quotation > Modify.

  • A ‘Modify’ window will appear.
  • The user will select the Options as per the requirement like bill date, bill number etc.

  • A 'Quotation As On' window will appear.
  • The user will press 'F11' key on the particular entry which needs to be export.

  • An 'Email' window will appear.
  • Click on 'Save Softcopy'.

  • A 'Soft Copy File Name' window will appear.
  • The user will mention the path where the file needs to be exported.
  • Then click on 'Accept'.

  • Now, an 'Exported!' Pop-up will appear.

After following the above steps, the user can export Quotation in Excel Format.


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