Features
The software comes with a wide range of features. These features enable businesses to easily expand their business and grow their revenue.
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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 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
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Cashier Management/Cash Drawer
- Manage cash flow on each transaction with extended security
- Set user-wise power & regulation to control cash dealings, cash in-out and more
- Ensure the security of cash by implementing appropriate measures in the system
- 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
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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
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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
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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
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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 Stock of particular item, company or category
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Stock Management/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 item at the time of ordering etc.
- Track your stock easily/ real-time stock updates
- Set min/ max stock level /manage & track inventory levels
- Dump stock management
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Physical Stock Management
- Allow to clear the mismatch between the physical stock and reconcile it with the software stock
- Help identify & verify discrepancies between the physical and software stock
- Reduce the risk of stock outs, overstocking, and stock discrepancies that can lead to loss of sales and revenue
- Increase the accuracy of inventory records, which can help in better decision-making & planning
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Email and SMS Notifications
- Email, 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
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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 Marg Books
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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
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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
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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