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Features

The software comes with a wide range of features. These features enable businesses to easily expand their business and grow their revenue.

  • Billing Features
  • 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
  • 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.
  • Cash Drawer
  • Home Delivery Management System
  • 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.
  • 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.
  • Loyalty Point System
  • Discounts & Scheme Management
  • 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.
  • 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
  • Rack Management
  • Stock Management
  • 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.
  • 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.
  • Physical Stock Matching
  • Email and SMS Notifications
  • 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.
  • 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.
  • GST Compliant Solution
  • Financial Management
  • 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.
  • 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.
  • Online Banking & Reconciliation
  • E-Invoicing/E-Way  Bills
  • 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.

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