Marg ERP 9 is an enterprise resource planning (ERP) software designed to manage various business processes, including accounting, inventory, sales, purchases, payroll, and more. Here's a general guide on how to use Marg ERP 9:
1. Installation and Setup
- Install the Software: Download and install Marg ERP 9 from the official website or as provided by your vendor.
- Activation: Enter the license details provided by Marg to activate the software.
- Initial Setup: Configure the company profile, including name, address, financial year, and other basic information.
2. Creating a New Company
- Navigate to Company Creation: Go to Masters > Company Master > Create Company.
- Enter Company Details: Fill in the necessary details like company name, address, GSTIN, etc.
- Set Financial Year: Define the start and end dates of the financial year.
3. Master Data Configuration
- Ledger Creation: Set up different ledgers for assets, liabilities, income, expenses, etc. Navigate to Masters > Ledger Master > Create Ledger.
- Inventory Items: Create items by going to Masters > Item Master > Create Item.
- Tax Configuration: Set up tax rates, such as GST, based on your business requirements.
4. Transactions Entry
- Sales and Purchase Invoices: Enter sales and purchase transactions. Navigate to Transactions > Sales/Purchase > Enter Sales/Purchase.
- Receipts and Payments: Record receipts and payments under Transactions > Receipts/Payments.
5. Inventory Management
- Stock Entry: Record opening stock, stock adjustments, etc., under Inventory > Stock Entry.
- Reorder Levels: Set reorder levels for inventory items to manage stock efficiently.
6. Accounting and Financial Reports
- Generate Reports: View various financial reports like Trial Balance, Balance Sheet, Profit & Loss, etc., under Reports.
- GST Reports: Generate GST-related reports for filing returns.
7. Payroll Management
- Employee Setup: Add employee details under Payroll > Employee Master.
- Salary Processing: Process employee salaries and generate payslips.
8. Backup and Restore
- Backup Data: Regularly back up your data using the Utilities > Data Backup option.
- Restore Data: Restore data from a backup if needed.
