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Invoice bill pdf for Purchasing

Hello Everyone, Welcome to the video of Marg ERP In which , we will see the process of "How we can Import the Purchase Bill in PDF Format" Like you all must be aware of the process of "How to Import Purchase" In which we were usually exporting the Purchase Bill in Excel, CSV and DBF format So, like many times we receive the Purchase Bill in PDF Format from our Suppliers And many of our Customers are not aware that they can Import the Purchase Bill which they receive in PDF Format without converting it in any other format So, many Customers are not able to Import the PDF File and they enter it manually in the Software or firstly convert that PDF file in Excel, DBF, CSV format with the help of a PDF Converter and then Import the Purchase Bill This same process needs to be done every time while Importing the Purchase Bill And doing this is not possible for many Users or it becomes a very long process So, now in Marg ERP Software you will be able to Directly Import the Purchase Bill in PDF Format Now, let’s come and see its process in the Software for example Like we receive different different types of Purchase Bill in PDF Format from our Suppliers for Importing it out of which some PDF files are Normal and easily gets converted means the space and data are mentioned properly in it We have to simply create the Purchase Method and then Import that Bill and some PDF Files are such that in which there is an issue of spacing Due to which the Data is not shown in a proper manner means that it takes a lot of time to create the method for such type of files and it also becomes difficult for Importing them So, in Marg Software 2 different different Provisions are being given in order to Import both the types of these files In which firstly for Importing the Normal PDF file means the PDF file which can be Auto Imported we will see that process for which your Software must be Updated with the Latest Version and secondly you will visit to the Marg Website i.e. .margerp.com and then click on the Downloads Tab You will scroll down and from Download Patches & Tool You will click on the Download Tab of PDF Tool which is been shown here And will Download the PDF Tool After downloading the PDF Tool You will open your Software This type of an Alert Message will be shown to you In which the Software is asking you that "PDFTOOL.ZIP" file is ready for Updation Do you want to update it? We will click on ‘Yes’ So that the PDF Tool will get updated in the Software Now, from Masters Menu you will go to Marg Setups then to Advance Features and press enter on Import Purchase then from here you will click on Method A Purchase Method Window will open in front of you with some fields As in the Purchase Import Video we have seen So in the same way we will fill these fields one by one And we have Provided the Video link of "Purchase Import" video in the Description Box You can fill these fields by taking help from there As you all are aware that in order to Import the Bill, firstly we need to create its Method Which is on the basis of Raw and Column like the way we have created in the Purchase Import Video Now, in order to create the Method we have to convert our PDF File into Excel So that all the data of that file gets Converted into Raw and Column and we can easily create the Method We would like to tell you one thing here that we are creating the method only for converting the PDF File As we will Import the Bill directly in PDF Format only for which firstly from the drop down of File Format field we will select PDF Normal and if you have received the PDF File along with the Password then from the drop down of File Format you will select PDF Password And in the next field i.e. Password you will mention the Password For now, we have Normal PDF file with us So we will select PDF normal and press enter then this format file window will open In which from this Open File For Formatting ? window we will click on ‘Open File’ tab for doing the formatting in the File Then this Convert window will open In which we will click on Directory tab or you will mention that Location or Path in the Directory field In which your PDF file Exists and then press enter Now, you will select that file and again press enter on it which we need to Import So, this type of “Text File Content [RAW]” window will open In which in this way your Data will get Converted in the text file from the PDF Now, you will simply click on ‘Close’ tab or press Control W key Then ‘Text File Convert in CSV’ window will open In which the Software is showing you that How your Data has been Converted ing to the Commas Means Separator as shown here you will again press Control W key As you will press Control W key then an Excel file will get open In which the Software will also Auto save the Excel file in that location wherever the PDF file is being saved Both in CSV and XLS format You can see in the Excel sheet that The Vertical lines are also shown here along with the Data If this type of file gets open in front of you then in that case in order to remove these lines you will firstly close this file and again come to this Purchase Method Window And in Remove Character field, you will mention that Character which needs to be Removed So, as we have to Remove the Vertical line then we will mention Vertical line here then again in File format, you will select File format i.e. PDF Normal or PDF Password Means whichever format is being received you will select it and in the same way you will Convert the PDF file as done before So, in this way those Characters will get Removed from the Excel Sheet Now, suppose our Data is starting from the 18th line in the Excel Sheet So, we will again come to the Purchase Method and in ‘Data From Line’ field, you will mention 18 And if you want then you can also mention the End line here that your data is being Ended in which line And It is not Mandatory to mention it So for now we will only mention the start line and by pressing enter key, we will come to the Import Method Now, we will ready the Method as we do at the time of Purchase Method Process for example, you will create the Method for those which you need to Import from this Excel Sheet Like here, first is ‘Item Quantity’ which is in B Column We will press enter on this Purchase Method Window and from Format Variables Window you will search the Item quantity and press enter on it So, you will get switch to Import Window In which you can see that, in the Marg Field Item quantity is been pasted Now, in the excel sheet as the Item Quantity is in the B column So we will mention B in the Excel field and will keep the Field column as Default Similarly in the excel sheet, next is Item Description means Item name which is in C column So, same in the Format variable window we will search the item name, then select it and mention C in the Excel field and will keep the Field column as Default So, in this way we will one by one create the method by looking at the excel sheet and by pressing escape key, we will go to the Homepage of the Software Now as we have created the Method, so we will close this excel sheet Then from Transactions Menu, we will go to Transaction Import and click on XLS/DBF/CSV/PDF Bill Import Now, you will fill these given Import fields in the same way As we have told you at the time of Transaction Import video By the way, these fields are being set as Default ing to the settings of the Software which you can change it as per your Requirement like from the drop down of Method, you will select that method name by which you have created the Method i.e Import Then is Import File first In which you will select the PDF File from that location where you have saved it As, You can see here that the Software has Automatically selected the PDF file on the basis of the method but if you want then you can go to that location and select the PDF File Now, you will keep on filling the other fields as per your Requirement As same as the Purchase Import and as we have told you earlier that we have mentioned the video link of Purchase Import video in the Description Box You can take the help from there In order to fill these fields After filling all the fields you will click on Accept tab then from Purchase type window, you will select the purchase type i.e. Local if it is Local or Central if is Central etc Like, for now we will select here Local and press enter As you will press enter then a Ledgers window will get open In which the Software is asking you that From which Party or the Supplier You have received this Purchase Bill So from here we will select that Supplier of whose Purchase Bill has been Received As you can see that these Items are been shown in the Red color Means these items are Unmapped So, we will Map these Unmapped Items This is only a one time process means if you Import the same Bill of this selected Supplier then the Software will not ask you for Mapping the Items for the next time So, we will now Map the Unmapped Items One By One with the Items in the Software and then we will save the changes After that Start Importing window will Appear In which there is “All Items Matched, Start Import’’ You will press enter on Accept Tab As you will press enter, the Bill will start Importing Then a Purchase Alteration window will get open which is Displaying you that all the Items has been Matched Now, we will simply press End or Tab key and will save the Bill So, in this way you can Import the Normal PDF File Now, Let’s come and see another way of Importing the other type of PDF File of whose a Proper Data is not there means those PDF files which are Little Tricky Suppose, this type of a PDF file is being received to you from your Supplier and when you will Convert this PDF file to Excel in order to create the Method then it will open in this type of a Format In which details and a Proper Data is not shown like you can see the Excel file which is being shown to you on the screen In which you can see that where is the Number field and where is the Serial Number In the same way you can see where the Item Description is being mentioned and the content is being shown somewhere else Means we are not aware of any Gap, Spacing and not even the Content So, let’s come and see the process of How to do the Formatting of this type of PDF file and Import it for which you will simply follow the very first Process/Method and come to ‘Fix Width’ field Now, we will not Convert this PDF file in order to create the Method Firstly with the help of Fix Width field We will properly Convert the PDF file , Column wise For which we will Define each character and the Width In between of each character with a Separator or Comma For now in Fix Width we will Write 1 and close it with the Separator Now come to the PDF file Like you will see in the PDF file first is the Serial Number We will count from the first hypen, where the Serial Number is ending till the vertical line, which is given besides it and whatever count will come you will mention in the Fix Width Like ing to our PDF file 4 has come So we will mention 4 in the fix width and again we will put the Separator and close it Now next field is Quantity Again we will count from the first hypen till the Vertical line which is given besides the Quantity or we will plus as many hyphen which will be there in the Quantity with all hyphens which will be there in the Serial Number Like, there is a Count of 4 which was coming in the Serial Number and 9 in the Quantity So, we will mention 13 in the Fix Width and close it by putting a Separator Similarly, next is Item Description we will start Counting it It is coming 21 till the Vertical line and it was 13 in the Quantity So, 21+13=34 You will count it ing to your file and in this way you will keep on Dividing it You will need to do this Process Manually only once, before Creating the Method Now, with the help of same Open File Formatting we will select the PDF file and Convert it Now you can see that the Format of the Excel file has been Synchronized If you find Less or More space in your File then you can Increase or Decrease the space in the file as per your requirement Now, you will create the Method as similar to the first one And by following the same process, you will Import the Purchase file in PDF file format So, friends in this way you can Import the Purchase file in PDF format in both the ways And you can use this feature only after Activating Marg Super Pack Thank You!