Importing item from excel in Marg Books

OVERVIEW OF ITEM IMPORT FROM EXCEL IN MARG BOOKS-Importing item from excel in Marg Books

• Marg Books has provided a very beneficial provision in the software through which the user can easily import the data of multiple items through excel at a single point of time. This saves a lot of the time as there is no need to create each & every item in the software. 

• The user can import different details of an item along with its HSN Code, Product’s Company Name, Purchase Rate, etc.

• Along with it, the user can also maintain the data of items on the basis of predefined templates provided in Marg Books.

• Click on 3 horizontal lines (as shown below) and select ‘Download Template’ option.

PROCESS TO IMPORT ITEM FROM EXCEL IN MARG BOOKS

• Go to Master >> Inventory Master >> Item. 

• An item list window will appear.

• Then click on the menu bar (as shown below) and select the 'Download Template' option.

• An Export window will appear.

• In ‘File Name’ field, mention the name of the file/template to be exported.

• Suppose mention 'Item List'

• Then click on ‘Save’.

• Now the template will get downloaded with the necessary details of the item i.e. Name of the product, Company, HSN code, rates, etc.

• Enter the item data in the downloaded file. 

• Suppose we are mention the name of the product to be imported in the software i.e. Becosule, Betnesol, etc.

• Now again click on the 3 horizontal lines (as shown below) and select ‘’.

• The directory window will get open. Select the file which has been downloaded from the software.

• Suppose select ‘Item List’.

• Click on ‘Open’.

After following the above steps, the products will get imported in the software.

Process of User Creation & Assigning Roles to User in Marg Books

 

Process of User Creation & Assigning Roles to User in Marg Books

OVERVIEW/INTRODUCTION TO USER CREATION IN MARG BOOKS

• With the help of Marg Books, users/operators can be easily created and infact with the different roles & powers (as per the owner's choice).

• With the help of user creation, different tasks can be managed by the different users and owners can also keep the track of the working of the users without any failure.

PROCESS TO CREATE USER IN MARG BOOKS

• From the right side of the dashboard window, click on ‘Settings’ icon.

• A ‘Dashboard setting’ window will appear.

• In User Access & Privileges field, click on ‘Configure’ tab.

• Now a User list window will appear.

• The user will click on 'Invite User'.

• An Invite User window will appear.

• The user will mention the following information:

a. Email Id: Mention the email id of the user/operator.

b. Mobile No: Mention the Mobile No. of the user/operator.

c. User Name: Mention the Name of the user/operator.

d. Role: The user will mention the Role of the user in the firm i.e. Manager/Operator.

Suppose select 'Manager'

e. Company: Select the Companies whose access needs to be given to the user.

f. Info: It is an optional field to mention the additional information related to the user i.e. Alternative mobile no etc.

• Now the user can view that the software will show a confirmation message of 'User Invited Successfully'.

• Now the user (Who has invited to join the account) will receive a confirmation on the mentioned email id.

• Click on 'Join Account'.

• Then the user will re-directed to the Sign Up window.

• Mention the password to log in the account as per the requirement.

• Place a check Mark to agree the terms & conditions.

• Then click on 'Sign Up'.

• Now the user can view that the credentials to Log in the account has been created successfully.

• Thereafter the user will get the OTP for the confirmation on the Registered Mobile No.

• Mention the Received OTP.

• Then click on 'Verify Mobile'.

• An Organisation List Window will appear where the user can view the companies for which the owner has given the access to their user/operator.

• Suppose select 'Aakash Chemist'.

• Now simply the user can do the billing in the selected company. 

• Also, the owner can view that when the process of Invitation to the user will get done, the software will show the status of user as 'Active'.

PROCESS TO ASSIGN ROLE TO USER IN MARG BOOKS

• From the right side of the dashboard window, click on ‘Settings’ icon.

• A ‘Dashboard setting’ window will appear.

• In User Access & Privileges field, click on ‘Configure’ tab.

• Now a User list window will appear.

• Now the user will click on 'Roles'.

• Now all the pre-defined roles in the software will get displayed.

• If the user need to create the new role then click on 'Create'.

• A Role Configurations window will appear.

• In 'Role' field mention the name of Role (need to be assigned to the user).

• Now mention the powers that need to be given to the user.

• Suppose on the Home screen we need to give the power of company creation, modification, and deletion to the user.

• Then click on 'Save'.

• Then again Go to user list.

• In order to assign the role, the user will click on ‘Edit’ icon against that particular user for which the roles needs to be defined.

• Suppose select Mrs. Simran

• A Modify User window will appear.

• In 'Role' select the role of the user.

• Suppose select 'Super Admin'.

• Then click on 'Update'.

• After following the above steps the role will get defined to the selected user.

PROCESS TO DE-ACTIVATE USER IN MARG BOOKS

• From the right side of the dashboard window, click on ‘Settings’ icon.

• A ‘Dashboard setting’ window will appear.

• In User Access & Privileges field, click on ‘Configure’ tab.

• Now a User list window will appear.

• Now select the user which need to be De-activated.

• Select 'De-active' from the drop-down.

• A Confirmation window will appear.

• Select 'Yes' to confirm deactivation process.

• Then the software will show the confirmation alert that the 'User deactivated successfully'.

After following the above steps the user can view that software is not allowing the user to enter in the company because the owner has deactivated the user.

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