Marg ERP 9+ Questions & Answers

To Export Selected Sale Return Entry in Excel Format in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate 'Sales Return'
• Choose the specific entry
• Select 'Export' to save the return entry in Excel format

To Export Selected Purchase Return Challan in PDF Format in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate to 'Purchase Return'
• Choose the return challan
• Utilize the 'Export' option
• Save it

To View Server Logbook in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate 'Admin' section
• Find 'Server Logbook'
• Get detailed activity and transaction logs on the Marg server, which are helpful for troubleshooting.

To Delete Unwanted Records from the Data in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate to 'Data Management'
• Choose and delete unwanted records depending on criteria such as date or transaction type

To View Party-wise Sale Report in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate to 'Reports'
• Select 'Sales Report'
• Choose 'Party-wise'
• This report provides an overview of sales per customer or client, useful for tracking customer purchases.

To Generate E-Way Bill JSON/Excel File for a Particular Bill in Marg Software, follow the steps given below:

• Open your
• Navigate to ‘Transactions’
• Click on ‘Sale’
• Hit ‘Modify Bill’
• Choose the desired bill
• Hit the ‘F4’ key and go to the E-Way Bill generation option
• Input the required details
• Select ‘JSON’ or ‘Offline Excel’ as the export format to download the file

To Create Receipt Entry for Retail Customer in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate to 'Accounts'
• Click on 'Receipt Entry'
• Choose the customer
• Input the required details
• Save the receipt entry

To Generate e-Invoice (Single or Bulk) in Marg Software, follow the steps given below:

• Open your Marg account
• Navigate to 'Sales'
• Click on 'e-Invoice'
• Choose the invoices
• Hit 'Generate e-Invoice'
• For bulk generation, you can choose multiple invoices
• Create e-invoice JSON files
• Upload them to the GST portal.

To Send Prescription Reminders through Marg Wallet, follow the steps given below:

• Open your Marg account
• Open your Marg Wallet
• Navigate to 'Prescription Reminders'
• Select the customers who need a reminder
• Personalize the message
• Set the schedule
• Hit send

Marg is a comprehensive ERP solution that goes beyond the basic accounting solution. It consists of features for inventory management, order processing, and production planning and can easily integrate with various e-commerce platforms.