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How to Import Purchase in ' Standard Format ' in Marg Software ?

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Overview/Introduction to Purchase Import

Process of Standard bill Import in Marg ERP Software

OVERVIEW/INTRODUCTION TO PURCHASE IMPORT

  • Transaction Import option is basically used to Import the Purchase list from any outer source like Excel file, CSV file, etc.
  • With the help of Marg ERP Software, the user can Import the received file of the invoice in Marg ERP Software without doing any manual entry.
  • Standard Bill Import’ feature of transaction import does not require any method to import the transaction
  • There is a condition in this method of purchase import i.e. the bill must be exported in standard format and also needs to be imported in the same.
  • Standard formats were used at the time of ‘VAT’ and they were designed accordingly i.e. they doesn’t contain HSN Column and do not have bifurcated tax column (SGST/CGST).

PROCESS OF STANDARD BILL IMPORT IN MARG ERP SOFTWARE

  • Firstly, the user needs to select the format in other details of party for whom the transaction is been made.
  • Suppose in order to import purchase transaction through ‘Standard Bill Import’ feature; the user needs to select ‘Standard’ in the Other Details of the Party.

  • Then go to Transactions > Transaction Import > Standard Bill Import. Press Enter.

  • An 'Import-from' window will appear.
  • The user will select the location i.e, from where the user needs to import the transaction.
  • Click on 'Select'.

  • In ‘Import in Type’ field, the user will select that whether the import needs to be done the transaction in Sale or Purchase etc.
  • Suppose, select Purchase.

  • In ‘Save In Bill/Challan’ field, the user will select whether to save in Bill or in Challan.
  • Suppose, select ‘Bill’.

  • In ‘Import From’ field, the user will select that whether the import needs to be done from wholesale or Retail.
  • Suppose, select ‘Wholesale’.

  • In ‘Entry Date’ field, the user will specify the entry date. 
  • Suppose, enter ’30.06.2020’.

  • In ‘Item Search Base’ field, the user will select the base for searching the item from the drop down.
  • Suppose, select ‘Name’.

  • In ‘Show Un-Matched’ field, the user will select that whether unmatched items must be displayed or all items that are mapped must be displayed along with the un-matched items.
  • Suppose, select ‘Un-matched’.

  • In 'Replace A-Rate/Replace G-Rate' field, the user will select that with which rate the user needs to replace A/G- Rate.
  • If the user needs to replace rates then select 'Don’t change' option from the dropdown.

  • Then click on ‘Accept’.

  • A ‘Purchase Type’ window will appear.
  • The user will select the Purchase type.
  • Suppose, select ‘Local’.

  • Then a 'Ledgers' window will appear.
  • The user will select the ledger as per the requirement.
  • Suppose, select ‘Ahuja Medicine Centre’

 

  • Then an ‘Item Mapping Total Records’ window will appear.
  • Here, all the items of that bill will get displayed which needs to be imported in the software.
  • If an item is not been created in the software then the user will create it first by pressing (+) on this window.
  • If an item has already been created in the software, then the software will automatically map the existing items.
  • But if the user needs to map it with other items then can map it by pressing 'Enter' key on it.
  • Suppose, the user has already created the item. So, the software has automatically mapped those items.
  • Then press 'ESC' Key.

  • A ‘Save Changes’ window will appear in which the user will click on ‘Yes’.

  • A Start Import window will appear where the user will click on ‘Accept’ to start importing the data.

  • Now, the mapped item will automatically get loaded into the purchase bill.
  • Then the user will save the transaction by pressing Ctrl+W key.

  • A ‘Save Changes’ window will appear where the user will select ‘Yes’ to save the changes.


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