Overview of Marg ERP & Retail IO Integration

Process to Import Invoices generated through any ERP Software into Purchase Bill in Marg Software

OVERVIEW OF MARG ERP & RETAIL IO INTEGRATION

• Marg ERP is always ready to provide support to ease & take your business to new heights.

• Marg ERP has integrated with Retail IO and provided the facility to their users through which the invoices generated by any ERP software will get auto uploaded in the Marg Software.

• The users will be able to instantly import the invoices generated through any ERP Software into Purchase Bill. Also, the user can import bills in the Marg ERP Software through Retail IO ID.

BENEFITS OF MARG & RETAIL IO INTEGRATION

• Retailers can download bills through Online Purchase Import (On basis of GST No., E-code, Mobile No. & Email ID)

• Reduces the Manual Work

• Saves Time

• Automatically load bills in a single click which minimizes the chances of errors

• Utilize the time to increase Business Growth and productivity

PROCESS TO IMPORT INVOICES GENERATED THROUGH ANY ERP SOFTWARE INTO PURCHASE BILL IN MARG SOFTWARE

• For which, the user will use Retailio App or Web and can easily import the invoices generated through any ERP software into Marg ERP Software i.e. the bills created by the supplier will automatically get uploaded in the Purchase Bill through Online Purchase Import with the Retailer.

• The user will use the ID generated in Retailio App or Web and all the inventory transactions of the customer and their suppliers will get imported in Marg ERP.

Process to Import Bills in Marg ERP by using Retailio ID.

• Go to Masters >> Marg setups >> Control Room.

• A ‘Controls’ window will appear.

• In Search field, the user will search ‘EXPORT’.

• Then click on ‘Accept’ tab.

• An ‘Export’ window will appear with different options.

• Press ‘Page down’ key. 

• Now the user can view the Retailio ID.

• The Retail IO ID is provided either in the ‘Retail IO App’ or ‘Web’.

• Then a request to connect with ERP will be displayed on Retail IO App or in Web i.e. whether the user needs to connect the Retailer’s ID with Marg ERP or not.

• Click on ‘Approve’.

• Now Marg ERP will get successfully integrated with Retail IO.

• Once approved the list of all the suppliers will be shown that is added in the App or Web along with the Unique ID.  

• Now in Marg ERP, enter the Retail IO ID in the ledger of these respective suppliers which is shown in Web or App.

• In order to download the bills generated by the supplier, click on ‘Digital Entry’ from the home screen of the software.

• Then select ‘Digital Purchase’.

• Click on ‘Generate Bill’ and simply convert it into Purchase Bill.

• A 'Start Import' window will appear.

• The user will click on 'Accept' to confirm the importing process.

• Thereafter the user can view that the purchase bill has been imported successfully.

Note: In order to download the bill at the time of creating purchase bill follow the given steps:

• And apart from it, the supplier can download the bills at the time of generating the Purchase Bill.

• Firstly, the user will enter the date of the transaction.

• A 'Ledgers' window will appear.

• The user will select the ledger & press 'Enter' key on it.

• Like when the retailer will generate the Purchase Bill, press ‘F10’ key.

• A 'Start Import' window will appear.

• The user will click on 'Accept' to confirm the importing process.

• Now the user can view that the bill has successfully been imported.

• And now the supplier can view that the bills generated are automatically loaded at the retailer’s end.

• The supplier can modify it as per the requirement. 

• For now the supplier will save it.