Feature at Glance
The software comes with a wide range of features. These features enable businesses to easily expand their business and grow their revenue.
- Barcode, substitute & salt wise billing.
- Multiple modes of payment like cash/credit card/credit sale / UPI / net banking/ wallet.
- No need for payment reconciliation, we have a dynamic QR code payment solution.
- Customer prescription management & daily reminders via SMS/ Whatsapp before the due date.
- Indicate Narcotics/ Schedule H/H1 to check the prescription.
- Comprehensive substitute list based on salts.
- Lock for sale in case of expired and banned items.
- Home delivery module.
- Customized invoice & report formats.
- New sales invoice generation from customers’ previous invoices.
Smart Purchase Import & Purchase
- Quickly and effortlessly import purchase bills with just one click using our software's integrated email system.
- Easily import purchases from various file formats, including Excel and CSV.
- Effortlessly upload purchase bills by simply taking a photo of them.
- Changes in rate and discount will be shown in a different color.
- Supplier-wise company / item-wise discount.
- The last four rates and other details will be displayed for the selected items.
- 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.
- 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.
Re-Order Management (Automated Reordering System )
- Place your orders based on different parameters such as sales basis, minimum stock, & shortage
- Generate company-wise orders.
- Choose the best supplier through our automated system based on the best rates & schemes.
- Compare best deals, rates, & schemes while re-ordering to get more profit.
- Send automatic PO to suppliers through email & WhatsApp.
- Quickly find a substitute for the required medicine and find out which medicine has the maximum margin.
- Suggest a substitute medicine to customers if the requested one is not available.
- Receive notifications the day before a customer's prescribed medication is going to finish. (It will help you improve customer relationships)
- Send your customer a notification to tell him that his medicine is ready.
- Easily maintain your customer’s prescription history and reports.
- Quick invoice generation from customer prescription
Doctor & Patient Management
- Manage your patient's complete information, including their contact, prescription history, and whether they are pensioners or BPL holders.
- Manage doctor/patient-wise sales reports.
- Manage patient-wise outstanding.
- Manage family group-wise billing.
Rack-Wise Stock Management
- Save your workers time to find out the stock for customers and enhances your operational efficiency.
- Maintain multiple company and category-wise stock.
- Generate rack-wise multiple reports.
- Find medicines within your suitable geo-location through our drug helpline.
- Get specific medication details, including substitute, HSN code, strength, medicine type, MRP, and company/agency. Get information on all types of salt, including their potential side effects and how they work.
- Easily find a supplier that carries the medicine you require including distance, contact, address, and companies he is dealing with.
Digital Payment Collection
- Receive payment through a dynamic QR Code.
- Send payment links via SMS or generate QR codes for easy payments.
- Accept payments via UPI, credit/debit cards, internet banking, or by sending a link.
- Efficiently do online payment collection and reconciliation.
- Mode of payment, and collection report.
Reports & Analysis
- Sale and purchase analysis reports.
- Real-time stock reports.
- All accounting reports such as daybook ledger register trail balance.
- Easily generate a financial report like a Trading account, balance sheet, P&L, cash flow, fund flow, or BRS (Bank Reconciliation Statement)
- Without any effort, generate a statutory report like GST returns.
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.
- Help to get payment on time
- Less paperwork
- No need to check/open your email again & again.
Security & Operations
- Several security measures like encryption, network security, security audits, and access limits.
- Dedicated security team for reporting security issues and vulnerabilities.
- Protection against phishing attacks, including DDOS implementation and user awareness training.
- Encryption, access limits, and GDPR/CCPA compliance protect user data with MargBooks
- MargBooks includes strong authentication, data encryption, software and security patch updates, and staff security awareness training.
- Integrated financial accounting up to balance sheet
- Daybook, debtors, and creditors management
- Merge trial balance, balance sheet, and P&L
- Easy bank reconciliation.
- All GST returns & tax summary