Overview Of Marg Wallet

Features and Benefits of Marg Wallet

Process To Activate Marg Wallet

Overview Of Marg Wallet

• Marg ERP introduces the Marg Wallet, a revolutionary platform designed to enhance business growth by simplifying daily operational tasks.
• This comprehensive system integrates seamlessly with Marg ERP Software, offering users a suite of essential services for efficient business management.
• From messaging and GST verification to customer information retrieval and streamlined bill management, Marg Wallet is the ultimate tool for modern business needs.  
• Marg Wallet provides the flexibility to activate or deactivate services as needed. The user can access a range of services directly through Marg ERP Software including Bulk GSTIN Verification, PDF Import, WhatsApp, SMS, Smart Documents, and more.
• Marg Wallet is your all-in-one solution for streamlined business processes, cost efficiency, and improved communication, ensuring your business stays ahead in a competitive market.

Features and Benefits of Marg Wallet

Process to Activate Marg Wallet

Note: The user must Update the Software with the Latest Version.

• Go to Digital > Marg Wallet > Wallet Registration.

• The user will verify the details and click on 'Activate'.

• An OTP will be sent to the 'Registered Email ID' and 'Mobile Number'.

• The user will enter the OTP and click on 'Verify' button.

• Click on 'Submit' button.

• The user will see that the Marg Wallet has been registered.

• Click on 'Marg Wallet'.

• Click on 'Activate Services'.

• Here, the user can select the required GST services, such as GSTIN Verification and GSTIN Bulk Verification.

• Similarly, if the user needs to avail the services of SMS, Email, and WhatsApp, then select accordingly.

• Also, the user can select other services such as Calling, Find Customer, Geolocation,and Purchase Import through PDF as per the requirement.

• In order to avail of these selected services, the user will click on 'Recharge'.

• The user will select the recharge plan and will recharge the wallet as per the requirement.

• The user can recharge the Wallet online through Debit Card, Credit Card, Wallet, and Net banking as required.

• In 'Transaction Report' option, the user can view the transaction details.

• In 'Period' option, the user will mention the date range for which the report needs to be viewed.
• Suppose mention '01-09-25' to '31-09-25'.

• The user will select Detailed / Summary option to view the report as per the requirement and click on 'Show' button.

• Now, the user can view the services that have been used, the amount debited from the wallet, and the remaining wallet balance.

• Apart from this, the user can export the report in Excel Format as per the requirement.