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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 including weighing scale, thermal printer, etc.
    • Barcode/MRP-wise billing
    • Accept online payments from your customers via debit/ credit cards, 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
    • Convert Challans to the Bills with just one click
    • Generate a dynamic QR code with the Amount to Save from the Loss of a round-off or Less Payment
    • Convert Challans to the Bills with just one click
    • 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
    • Special precautions for Schedule H and Narcotic items, which prevent users from selling these products without providing patient & doctor information

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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
  • purchase Import
  • Home Delivery Management System
  • Home Delivery Management System

    • Provide products to their customers on time.
    • 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 of items at the time of ordering etc.
    • Generate reorder company-wise or supplier-wise 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 companies/brands 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
  • Salt Management

    • Create new salt & maintain the details of the product salt purchased by the company
    • Manage inventory according to the product's salt
    • Export salt list in Excel or PDF format as required
  • Salt Management
  • Expiry Management
  • Expiry Management

    • Easily track expired & near-expiry products in 1 click
    • Return products to the respective supplier before expiry
    • Manage item-wise complete history from purchase to sales
    • Receive 3 months’ advance notification of expiring medications
    • 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.
  • Online Orders

    • Receive payments, and check outstanding via Marg eBusiness Apps
    • Stay connected & manage orders
    • Receive payments, check outstanding via Marg eBusiness Apps
  • Online Orders
  • Email and SMS Notifications
  • Email and SMS Notifications

    • E-mail, Excel, PDFs of sales & purchase bills
    • WhatsApp, Excel, PDFs of sales and purchase bills
    • Send notifications to customers about outstanding/due bills.
    • Send invoices, outstanding's, & 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 the 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
  • GST, E-Invoicing & E-Way Bill

    • Generate 100% free e-invoices
    • 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 & reliable e-invoicing & GST billing with MargBooks
  • GST, E-Invoicing E-Way Bill
  • 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 to reconcile their bank statements and more, resulting in business growth
  • Loss Indication

    • Provide information on whether any losses are occurring or not, according to the delivery and costing
    • View reports of bills created in loss along with the bill value and the amount of loss which is incurred.
    • Export the loss report in Excel format or print it with MargBooks
    • Improve the accuracy of inventory records & reduce the risk of financial losses due to inventory discrepancies
    • Provide transparency in inventory management for better decision-making
  • Loss Indication
  • Cheque Book Management
  • Cheque Book Management

    • Easily manage multiple bank accounts and chequebooks accurately in a systemized manner
    • Help maintain accurate records of cheque transactions and balances
    • Enable users to track cheque numbers, dates, amounts, and payees
    • Generate reports on chequebook activity and balances for better financial management
  • PDC Indication

    • An advance payee cheque is issued for depositing on a future date, and that cheque cannot get cashed until that day
    • Save time and money by simply filling out the bank slip
    • Enable users to manage and track post-dated cheque transactions
    • Help maintain accurate financial records & avoid errors or fraud in PDC transactions
    • Improve cash flow management by accurately tracking PDC payments
    • Streamline payment processes & reduce manual effort
  • PDC Indication

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