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