Case1: Data Import-Inventory Voucher

Transcription

1 How To Use ERP Mediator (Data Import Inventory Voucher) (Data Import From Excel,XML,CSV,DBF Self define format Process In All Inventory Voucher) Case1: Data Import-Inventory Voucher 1 st 1. Update Software to with latest version from 2 nd 2. Login with Admin ID Go To Marg/Counter Control Room as shown below and do the following setting Gateway of Marg or Counter =>Master=>Marg Setup=>Control Room=>Search In All (ERP) ERP 3 rd 3. Now you can enable or disables an option which is required. Now I have enable ERP Mediator Y or X support@margcompusoft.com Prepared By: Testing Team 1 Page 15-Jul-14 Web:

2 4. Press ESC Key save Change s yes. 4 th Yes 5 th 5. Now you can set user wise authority of ERP Mediator Gateway of Marg or Counter =>Reports=>Master=>Change Operator Power Click Here support@margcompusoft.com Prepared By: Testing Team 2 Page 15-Jul-14 Web:

3 6. Now Select User 6 th Select Here User then Press Enter Now i have select user and give ERP Authority a) F-2/F3 Definition of abbreviations used 1. F-2 = Now you Create New User By F-2 Key 2. F-3 = Now You Modify User Id And Also Set New Password By F-3 Key b) F-5=Now you can set Master To Powered & Authority Window c) Del=Now you can Delete User by Delete Key d) F-6=Now you can Operator Power Authority Changes In Bulk bases by F-6 Key 7. Now Search ERP Mediator 7 th Now you can set user wise authority Of ERP Mediator support@margcompusoft.com Prepared By: Testing Team 3 Page 15-Jul-14 Web:

4 8. Now I have given authority selected user 8 th Y Note : -After saving this window please Re-login Software 9 th 9. Again Login with Admin ID Go To Marg/Counter Export Data Format as shown below and do the following setting. Gateway of Marg or Counter =>Master=>Marg Setup=>Paid Features=>ERP Mediator-Export Click Here 10. Now Click method 10 th a. A Method Create New Format or Modify Format. b. B Import Method. c. C Export Method. d. D Delete Method. e. E Convert TXT File To XLS File f. F Convert Row Wise Data Sheet to Column Wise XLS Sheet support@margcompusoft.com Prepared By: Testing Team 4 Page 15-Jul-14 Web:

5 11 th 11. Now Create New Method File. Here Enter Name of Format Data starting Line or Row Separator If CSV file Date Format DMY (Day/Month/Year) MDY (Month/Day/Year) YDM (Year/Day/Month) Data Import Starting After Header Word Data Import before ending word Data Format : Column=Data Import Column Wise. Row= Data Import Row wise if CSV or TXT File Import. Import in Type = 1.Ask= Now you can select Voucher Type Note:-If you are using Ask option so you can Import Only Single Inventory Voucher Type as per your selection at the time of Import. 2. Main_Flag= It will work as per MARG Database Flag (Inventory Voucher Type like Sale Bill,). Note:-If you are using Main_FLAG option so you can Import Multiple Inventory Voucher Type as per Define Method. 3. Main_Type= It will work as per Excel Sheet as. Note:-If you are using Main_TYPE option so you can Import Multiple Inventory Voucher Type as per Define Method. Heading = Type here heading name if CSV or TXT file import support@margcompusoft.com Prepared By: Testing Team 5 Page 15-Jul-14 Web:

6 12. Please find below example format screenshot of EXCEL 12 th 13 th 13. Now you can type Here Type Here Flag Name AS per Excel Sheet for Import Voucher To Voucher Mapping Prepared By: Testing Team 6 Page 15-Jul-14 Web:

7 14. Now select filed 14 th Press Enter a. Marg Field: Now select here format variables. b. Excel Filed Type Here Excel 15. Now search Variable 15 th Select Variable and Press Enter Search Here Marg Field (Veriable) 16. Please find below mentions format 16 th Prepared By: Testing Team 7 Page 15-Jul-14 Web:

8 17 th 17. Now Import Data Gateway of Marg or Counter =>Transactions=>ERP Mediator=> Import-Inventory Click Here For Import-Inventory 18 th 18. ERP Mediator! Beta Version For Testing use! Enjoy free version upto Click here for Beta Version Prepared By: Testing Team 8 Page 15-Jul-14 Web:

9 19. Select Here Tax Type (Sale Type or Purchase Type ) 19 th Select Here Tax Type and press enter. F-2 = Now you create New Tax Type by F-2 Key. Tab/? = Now you search Tax Type By TAB Key 20 th 20. Now Select here Excel File Select File and Click To Select button Click Here After File Selection support@margcompusoft.com Prepared By: Testing Team 9 Page 15-Jul-14 Web:

10 21 st 21. Now you can select Import Method Name and also change Entry Date Purchase Invoice Here Tax Type Show as per your selections Now you can select here Import Method Now you can Select Here Transitions Import As Challan or Bill Here Show Import Path As per selected file path Now you can Select Transition Import AS a Whole or Retail Bill If you are using Flag Type ASK so that can selected here Import Type You can select here Enable or Disable Purchase Bill Hold Now Can Type Here Receive For Import Inventory Voucher You can Type Here Entry Date Purchase Invoice Now you can select Here Product Search Base On. 1. Name=Product Name Wise 2. Code=Product Code wise 3. Bar-Code= Product Bar Code wise While Mapping Window Here All Item show or Un-Marched support@margcompusoft.com Prepared By: Testing Team 10 Page 15-Jul-14 Web:

11 22 nd 22. Now Map Party Master from Excel Sheet as per selected Press Here Enter 23 rd 23. Now map Press Here Enter For It will show Party Master from EXCEL File It will show Party Master from Marg Software Now you create here new party Master Please find below mentions details. 1. F-2=It will create New Party Master /Ledger. 2. F-3=It will modify Party Master/Ledger 3. F-4= It will show Party Ledger 4. F-5/F-8= It will Show outstanding. 5. F-6= It will show PDC Prepared By: Testing Team 11 Page 15-Jul-14 Web:

12 24 th 24. Press ESC Key After Party Master mapping Click Here For Saving That list Show EXCEL That list Show Marg 25 th 25. Now Map Item Master From Excel Sheet. Press Here Enter That list Show EXCEL Prepared By: Testing Team 12 Page 15-Jul-14 Web:

13 26. Now Map 26 th It will show Item Master from Marg Software (Select Item and Press Enter For Mapping ) Now you create here new Item Master Please find below mentions details. 1. F-2=It will create New Item/Product 2. F-3=It will modify Item Product 3. F-4= It will show Item Registers 27 th 27. Press EXC key After Mapping Item Master Form Excel Click Here For Saving That list Show EXCEL That list Show Marg support@margcompusoft.com Prepared By: Testing Team 13 Page 15-Jul-14 Web:

14 28. Now Accept Import 28 th 29. Now the result 29 th Bill No Total 12 Digits allowed THANK YOU Prepared By: Testing Team 14 Page 15-Jul-14 Web: