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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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 salesperson & deliveries and send reminders to ensure timely delivery.
- Build strong customer relationship & increase sales.
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Loyalty Point System
- Track and manage loyalty points earned by customers.
- Build a strong customer relationship.
- Apply/Set loyalty points based on items and 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 and 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 a particular item, company, or category
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Stock 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 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.
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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 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.
- Notifications to customers about outstanding bills, due bills, etc.
- 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. all types of 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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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 & reliable e-invoicing & GST billing with MargBooks.