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Features

The software comes with a wide range of features. These features enable businesses to easily expand their business and grow their revenue.

  • Billing Features
  • Billing Features

    • Speed up your entire billing process by 50% using quick searches, shortcuts, barcode scanning, etc.
    • Generate bills instantly with increased efficiency with the solution integrated with touch/POS system setup.
    • Barcode/MRP-wise billing.
    • Customer prescription management & daily reminders via SMS/ Whatsapp before the due date.
    • Indicate Narcotics/ Schedule H/H1 drugs to check the prescription.
    • Accept online payments from your customers via debit/ credit card, net banking, UPI, NBFC, etc. using the dynamic payment links & QR codes
    • Generate a dynamic QR code with the amount to save from the loss of a round-off or less payment
    • Lock for sale in case of expired & banned items.
    • Comprehensive substitute list based on salts.
    • Lock for sale in case of expired & banned items.
    • Accept online payments from your customers via debit/ credit card, net banking, UPI, NBFC, etc. using the dynamic payment links & QR codes
    • Send payment links via SMS or generate QR codes for easy payments
    • Generate a dynamic QR code with the amount to save from the loss of a round-off or less payment
    • Set user-wise power & regulation to control cash dealings, cash in-out, and more
    • Advanced cash drawer management system for better control over cash flow in each transaction

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  • Online Purchase Import

    • Quickly and effortlessly import the sale bills generated & received by the supplier via mail in any format (Excel, CSV, etc.) in purchase bill with a single click
    • Effortlessly upload purchase bills by simply taking a photo of them
    • Changes in rate and discount will be indicated in a different color
    • Supplier-wise company / item-wise discount
    • The last four rates and other details will be displayed for the selected items
  • Online Purchase Import
  • Home Delivery Management System
  • Home Delivery Management System

    • Provide timely delivery of products to customers.
    • Deliver the orders received from the respective customers at their doorstep
    • Set delivery time slots, assign & track salespersons & deliveries, and send reminders to ensure timely delivery
    • Build strong customer relationships & increase sales
  • Inventory Management

    • Real-time stock tracking/shortage management
    • Generate re-orders on multiple bases like sales of the product/ profit/ stock level & last purchase deals on items at the time of ordering etc.
    • Generate reorders based on company or supplier as required
    • Share re-orders to respective customers/parties through mail and WhatsApp
    • Track your stock easily/ real-time stock updates
    • Set min/ max stock level /manage and track inventory levels
    • Dump stock management
  • Inventory Management
  • Rack management
  • Rack Management

    • Maintain rack-wise stock of multiple items for easy & fast billing
    • Generate rack-wise stock report
    • Search self-expired stock rack-wise to control the losses
    • Easily transfer the stock of a particular item, company, or category
  • Expiry Management

    • Easily track expired & near-expiry products in one click
    • Return products to the respective supplier before expiry
    • Manage item-wise complete history from purchase to sales
    • Get complete information about a returned product by entering its invoice number
    • Manage separate stores of new coming, new stock, and sales return to efficiently handle stock that is expired or damaged
    • Easily move shelf-expired items to a scrap store with just one click
    • Analyze category-wise expiry reports such as near-expiry, rack-wise, stock-wise, etc.
  • Expiry Management
  • Loyalty Point System
  • Loyalty Point System

    • Track & manage loyalty points earned by customers
    • Build a strong customer relationship
    • Apply/Set loyalty points based on items & bill amount
    • Set point redeem rate for different customers
    • Easily generate customer-wise loyalty report
  • Discounts & Scheme Management

    • Set multiple discounts (item discount, bill discount, etc.) to attract the customers
    • Apply scheme on the selected item, bill value-wise scheme
    • Provide different schemes/offers & combo offers for customers to increase your sales i.e. day-wise schemes, time-wise schemes, party-wise free schemes, item-wise free schemes, etc.
    • Apply a special price & discount on the item/ product for your parties/customers
    • Access reports to analyze the effectiveness of discounts and schemes on business profitability
    • Define your periodic and seasonal discounts, increase demand during slow periods
  • Discounts & Scheme Management
  • Email and SMS Notifications
  • Email and SMS Notifications

    • E-mail, Excel, PDFs of sales/purchase bills
    • WhatsApp, Excel, PDFs of sales & purchase bills
    • Notifications to customers about outstanding bills, due bills, etc
    • Send invoices, outstanding, & various reports to customers directly on WhatsApp through MargBooks
    • Help to get payment on time
    • Less paperwork
    • No need to check/open your email again & again
  • GST Compliant Solution

    • Simplify your GST billing & e-invoicing in a few clicks
    • Create GST invoices & upload them to the GSTN portal in Excel, JSON, or CSV Format
    • Directly file GSTR 1, GSTR 2, GSTR 3B, GSTR 4, GSTR 9 reports from MargBooks
  • GST Compliant Solution
  • Financial Management
  • Financial Management

    • Integrated financial accounting up to balance sheet
    • Daybook, debtors, and creditors management
    • Maintain trial balance, balance sheet, and P&L
    • Bank reconciliation
    • All GST returns & tax summary
    • Evaluate your daily reports, customer history, product status & more in a click
  • E-Invoicing/E-Way Bills

    • Generate e-way bill after registering on the GST Portal
    • Generate single/ bulk e-way bills with JSON files and directly upload single/ multiple e-way bills on the portal
    • Experience easy and reliable e-invoicing & GST billing with MargBooks
  • E-Invoicing/E-Way Bills
  • Online Banking & Reconciliation
  • Online Banking & Reconciliation

    • Integrated with ICICI Bank for online banking
    • Provide a secure platform for online banking transactions
    • Manage and ensure all bank transactions including NEFT, RTGS, etc., are recorded in MargBooks
    • Maintain the financial records, i.e. withdrawals, deposits & other transactions that affect the bank
    • Auto-bank reconciliation with 140+ banks
    • Enables businesses to reconcile their bank statements and more, resulting in business growth

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