Overview/Introduction to Import Item Rate in Marg ERP Software

Steps to import Item Rate from Excel

OVERVIEW/INTRODUCTION TO IMPORT INVENTORY IN MARG ERP SOFTWARE

• With the help of Marg ERP 9+ Software, the user can import rate of multiple items through excel at a single point of time.

• This saves the time of the customer as there is no needs to feed/update rate of each and every separate item in the software.

STEPS TO IMPORT ITEM RATE FROM EXCEL

• Go to Masters >> Rate & Discount Master >> Price List >> Import From Excel.

• A 'Rates Import' window will appear.

• The use will select that location in which the excel sheet of the item's rate has been saved.

• Then click on ‘Select’.

• An 'Import Price List' window will appear.

• In 'Import From' option, the selected path will get automatically picked by the software.

• In the excel sheet that the user wants to import, the user can view that the data starts from line '2'.

• So, in ‘Data from line’, the user will enter ‘2’.

• In 'Item Search Base' option, the user will select on which basis software will import the rate.

• Suppose select 'Name'.

• In the excel sheet, the user can view that Item Name is in column D.

• Then, in Import Price List window the user will enter ‘D’ in Excel Column field.

• In 'Replace' field, the user will select the Rate which needs to be imported.
• Suppose select 'A-Rate'.

• In the excel sheet, the user can view that Rate-A is in column 'M'.

• Then, in Import Price List window the user will enter ‘M’ in Excel Column field.

• In 'Replace' field,  the user will select the Rate which needs to be imported.
• Suppose select 'Purc. Rate'.

• In the excel sheet, the user can view that Rate-A is in column 'N'.

• Then, in Import Price List window the user will enter ‘M’ in Excel Column field.

• Similarly the user can import other rates as per the requirement.

• Then type 'SURE' and press 'Enter' on it.

• Click on 'Accept'.

After following the above steps, the Rate of the items will get imported successfully.

Fig 1:  Process to Import Rate from Excel in Items in Marg ERP Software