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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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 their 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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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.
- 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 & track inventory levels
- Dump stock management
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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
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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.
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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 & seasonal discounts, increase demand during slow periods
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Physical Stock Tracking
- Allow to clear the mismatch between the physical stock & reconcile it with the software stock
- Help identify& verify discrepancies between the physical & software stock
- Reduce the risk of stock outs, overstocking, & 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
- 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 other 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 MargBooks
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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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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
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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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