In Marg Software, the user can easily Import the particular Sale Challan by exporting it from another Firm.

In order to Export Import Sale Challan from One Firm to Another Firm, the user needs to follow the below steps:

• Firstly, the user will select the company from which Sale Challan needs to Export. 

•  Suppose select 'Ahuja Distributors'.

• Go to Transactions > Sale > Modify Challan.

• A 'Modify' window will appear.

• Select all the details as per the requirement i.e, bill date, bill number, etc.

• A 'Sale Challan As On' window will appear.

• The user will press 'Enter' key on the Sale Challan which needs to be exported.

• Suppose select 'CA000002'.

• A 'Sale Challan Challan Alteration' window will appear.

• Now the user will click on 'Modify'.

• Now when the cursor will wait on the item part, press 'Ctrl+O' key to export the entry.

• A 'Bill' window will appear.

• Select 'Export' from the drop down.

• A 'Bill Export' window will appear

• The user can view the path where the challan is being exported (It can also be edited if needed).

• An alert of 'Data Exported Properly!' will appear.

• Now select the company in which user needs to import the transaction of Sale Challan.

• Suppose select 'Marg ERP ltd'.

• Go to Transactions > Sale > Challan.

• A 'Sale Challan Entry' window will appear.

• Mention all the necessary details i.e. Party Name, Date etc. as per the requirement.

• When the cursor will stop on item selection part, the user will press 'Ctrl+O' key to Import the Sale Challan transaction.

• Now again a 'Bill' window will appear.

• Select 'Import' from the drop down.

A 'Bill Import' window will appear.

a. Import From: Select the path (where the exported transaction has been saved).

b. Tax From: Select whether the rates will be pick from 'Imported challan' or from 'Master'.

Suppose select 'Import File'.

c. Rate & Discount From: Select whether the rates & Discounts will be pick from 'Imported challan' or from 'Master'.

Suppose select 'Import File'.

d. Updates Rates in Master: Select 'Yes' if you need to update the imported rates in master as well, otherwise keep the option as 'No'.

• Thereafter software will show an alert 'Data Imported Properly'.

• Press 'Ctrl+W' key to save the changes.

• A 'Save Changes' window will appear.

• Click on 'Yes' to save the changes.