Challan Management

Challan is a type of document for the confirmation of delivery of goods and further on its confirmation; an invoice or bill is created.

A Challan is basically created to maintain the record of inventory.

The user can issue loose items in challan and convert it partially or all into the bill as per your requirement.

Sales Orders

A Sale order is an official document created according to the customer’s requirement that consists of the relevant information about what products/service is to be sold, its quantity and the defined rates according to which the customer demands the bill.

Easily generate new sale orders, modify it, view the order history, item summary and party summary.

Analyze the sale order created and delete the unwanted or canceled orders.

Manage orders & improve your inventory tracking procedure.

Generate your accurate Revenue

Purchase Orders

A Purchase order is an official document that a buyer issues to a seller which consists of relevant information about what products/service they want to buy, its quantity and the price agreed for it.

Purchase order is created when there is a shortage of a particular stock or when new stock is to be purchased.

Easily generate a new purchase order, modify it, view the order history, item summary and party summary.

Analyze the purchase order created and delete the unwanted or canceled orders.

Manage orders & improve your inventory tracking procedure.

Generate your accurate Revenue

Send Quotations & Estimates

A document which the suppliers/vendors provide to their customers in which the price of goods and services are specified.

Easily prepare the quotation document upon customer request.

Global Purchase Import

No need to feed manual Purchase

Easily import the Sale Bills generated & received by the supplier via mail in any format (Excel, CSV, etc.) in Purchase Bill with a single click.

Saves time with 100% accuracy

Import multiple Sale Bill by configuring the Email ID.

Touch Screen POS

Speed up your billing process by 50% using the Touch screen POS system.

Bill instantly with increased efficiency using the Touch Screen POS system.

Evaluate your daily reports, customer history, products status & more in a click.

Collaborative Commerce

Invoice sync through GSTIN/ E-code/Mobile No, & Email ID.

Directly import the sales bill from the distributors’ system & automatic upload it as a purchase bill in Marg Books.

Saves Time, No chances of Mistakes.

Reduce 50% of Manual Work & Increases Work Efficiency.

Dashboards & MIS

Modern & interactive dashboard that displays all insights of your business at one place.

Easily customize & design your software dashboard as per your preferences.

Get a quick update & view all your order status & transactions on a centralized dashboard system.

Get deep insights into your business from a single screen & make data-driven decisions

Data Transfer From Other Erp

Easily import the data of other softwares into Marg Books

Efficiently move/transfer the data resulting in minimizing the human efforts.

Sales Forecasting & Re-order

Set Re-order points.

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.

Set location-specific re-order points to automatically place order to your Supplier/ Distributors without any hassle.

Save time & efforts

Know the Fast, Slow and Non- Moving products in your store.

Inventory Management

Stock in-out, FIFO, expired products, near expiry goods, dump stock, high/low performing stock

Keep track of everything & streamline your entire inventory with Marg Books.

Set re-orders points to keep inventory up-to-date

Manage & Track inventory levels

Manage Outstanding

In Marg Books, several reports are available outstanding and these are very beneficial for your company.

Check Area/Salesman/Route/Party or whole outstanding.

Provides a detailed list of all the transactions that have taken place between the organization with its suppliers and customers.

Keeps a track of the organization’s outstanding balance with both its suppliers and customers.

Easily view the Outstanding report MR wise, Party Wise, Ageing of debtors and creditors, etc. in Marg Books.

E-Invoicing

Fastest Invoice Reference No. (IRN) generation

Easy Back-up & Recover e-Invoice data

Advanced Data Validation

Upload e-Invoice directly

Auto E-way Bill Generation

Zero downtime, uninterrupted e-Invoicing

24*7 in-house technical support & advisory services

Connected Banking

Ease out your daily hassles of doing banking operations.

Experience online banking inside Marg Books integrated with ICICI Bank.

Manage all types of bank transactions i.e. NEFT, RTGS etc. and enjoy auto-bank reconciliation with 140+ Banks

Analyze Business Reports

Get all financial reports at one place to analyse the numbers and make informed business decisions with advanced support functionalities like report sharing, scheduling, and customization etc.

Get deep insights into your business from a single screen & make data-driven decisions.

Care Portal

An answering Bank for the queries related to Marg ERP 9+, HRXpert, eBusiness Apps, Marg Books, etc.

Easily Search your Queries & Get Instant Solutions

Provides detailed knowledge on different topics with the help of Videos & Contents

Search Information about New Updates

View Frequently Asked Questions (FAQ’s)

Attend Online Training Sessions

Increase the business profitability & enhance the knowledge of the user.

Multi Branch

From Billing to Balance Sheet, manage Multiple Stores & Godowns from anywhere on any device.

Synchronize the data between Main Office and Branch Offices situated at different locations.

Easily Transfer & Manage Stock/Inventory between branches.

Effortless Reconciliation Beta

Auto-Bank Reconciliation with 140+ Banks, Real-time Payments

Advance Payment Scheduling, Automatic ledger entry & more

Automatically reconcile your bank statement with the accounting transactions records

Identify errors or fraudulent activity, and give you time to focus on business administration & executing new strategies

Customized Invoice Templates

Customize your invoices with your company logo, name, brand identity, in local languages, etc.

Give your customers an exceptional and highly personalized shopping experience.

Email/SMS/WhatsApp notifications

Get paid on time by sending the softcopy and PDF of the sale bill/ purchase bill

Send notifications to customers about remaining Outstandings, Bill dues, etc. via- E-mail, SMS, or WhatsApp

Reduces your burden by saving time & cost

GST Invoicing/ Bill Of Supply

Generate GST compliant Invoices in a few seconds, track invoice payments, follow-up & get paid faster.

Improve billing speed by 40% using Quick Searches, Shortcuts, Barcode Scanning.

Handle all your sales and purchase operations, manage invoices, bills & more.

Re-order Management

Set Re-order points.

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.

Set location-specific re-order points to automatically place order to your Supplier/ Distributors without any hassle.

Know the Fast, Slow and Non- Moving products in your store.

End-To-End Accounting

Right from comparing deals to raising sales orders and generating invoices, Marg Books handles all accounting tasks so you can focus on your business

Manage your books, streamline your finances & accounts from ‘Billing till Balance Sheet’.

Get an accurate analysis of your expenses during audits.

Stay organized & keep track of your spending with Marg Books

E-Way Bills/E-Invoicing

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

GST Compliance

Stay GST Compliant with Marg Books.

Generate e-invoices, GST invoices, stay updated with tax liability and file your GST returns directly on time.

Banking Inside ERP

Experience online banking inside Marg ERP integrated with ICICI Bank.

Manage all type of bank transactions i.e. NEFT, RTGS etc. including Auto-Bank Reconciliation with 140+ Banks

Customized Reports

Get complete control over your inventory, vendor payments, item details, purchase orders and stock valuation from a range of MIS reports which can be customized, downloaded and shared easily on WhatsApp & Email