Overview/Introduction to Special rate in Marg ERP Software

Process to Export Special Rate in Marg ERP Software

Process to Import Special Rate in Marg ERP Software

OVERVIEW/INTRODUCTION TO SPECIAL RATE IN MARG ERP SOFTWARE

• In Marg ERP software there is on option to set party wise special rate which facilitates the user to differentiate the rate for the selected party by either increasing or decreasing it.

• With the help of this option user can not only mention the special rates in the software ,  However the list of special rates can also be exported in excel or can be imported as well.

PROCESS TO EXPORT SPECIAL RATE IN MARG ERP SOFTWARE

• Go to Masters > Rate & Discount Master > Party Special > Party Price List > All Items. Press Enter.

• Now select the ledger and press Enter.

• A Special rate window will appear.

• Now Press F8 function key to export the list.

• Select Export from the drop down and then press Enter.

• A Save as file window will appear in which the software will pick the path where the file is being saved, and it can be also edited.

• After saving the file, software will show an alert of 'Save Successfully'.

• Press Enter.

PROCESS TO IMPORT SPECIAL RATE IN MARG ERP SOFTWARE

• Suppose, we've exported the excel sheet and made the changes in special rate as per the requirement and needs to import in the software.

In order to Import the excel sheet of Special Rate, follow the given steps:

• Then, again Go to Masters > Rate & Discount Master > Party Special > Party Price List > All Items.

• Now select the ledger and press Enter on it.

• A Special rate window will appear. Press F8 function key.

• Select Import from the drop down and then press enter.

• An open file window will appear in which the user will select the directory from where the Excel file needs to be imported.

• Then click on 'Select'.

• Now user can view that the rates are being imported from the excel.

• Thereafter when the process is being done, software shows an alert of 'Successfully Imported'.

After following the above steps Special rate get updated in all items.