Features

What makes MargBooks the ideal online accounting software for your business?

Drive more sales with an omnichannel retail app

Billing Features

  • Speed up your Entire Billing process by 50% using Quick Searches, Shortcuts, Barcode Scanning, etc.
  • Generate Bill instantly with increased efficiency with Integrated with Tocuh/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

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
Drive more sales with an omnichannel retail app
Drive more sales with an omnichannel retail app

Home Delivery Management System

  • Provide timely availability of products to their customers.
  • Deliver the orders received from the respective customers at their doorstep
  • Set Delivery Time Slots, Assign & Track Salesperson & Deliveries and Send Reminders to ensure Timely Delivery
  • Build strong customer relationship & increase sales

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
Drive more sales with an omnichannel retail app
Drive more sales with an omnichannel retail app

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

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
Drive more sales with an omnichannel retail app
Drive more sales with an omnichannel retail app

Stock Management

  • Real-time Stock Tracking/Shortage Management
  • Generate Re-order on multiple basis 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

Physical Stock Matching

  • Allow to clear the mismatch between the Physical Stock & 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
Drive more sales with an omnichannel retail app
Drive more sales with an omnichannel retail app

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, Outstandings, & various reports to customers directly on WhatsApp through Marg Books
  • Help to Get Payment on time
  • Less Paper Work
  • 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 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
Drive more sales with an omnichannel retail app
Drive more sales with an omnichannel retail app

Financial Management

  • Integrated Financial Accounting upto Balance Sheet
  • Day Book, Debtor, and Creditors management
  • Maintain Trial balance, Balance Sheet, and P&L
  • Bank Reconciliation
  • All GST Returns & Tax summary
  • Evaluate your Daily Reports, Customer History, Products Status & more in a click

Online Banking & Reconciliation

  • Integrated with ICICI Bank for online banking
  • Provide a secure platform for online banking transactions
  • Manage & Ensure all Bank transactions. all types of bank transactions, including NEFT, RTGS, etc., are recorded in Marg Books
  • 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
Drive more sales with an omnichannel retail app
Drive more sales with an omnichannel retail app

E-Invoicing/E-Way Bills

  • Generate E-way Bill after registering on GST Portal
  • Generate Single/ Bulk E-way bill with JSON File and directly upload of single/ multiple e-way bills on the portal
  • Experience easy & Reliable e-invoicing & GST billing with Marg Books