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 Software with the Latest Version.

• Go to Digital > Marg Wallet > Wallet Registration.

• A 'Customer Registration' window will appear.
• 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 any of the OTP in the ‘Verification’ window i.e. either the OTP received on the Email ID or Mobile No.
• Click on 'Verify'.

• Then click on ‘Submit’.

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

• Now from the home screen of the software, click on ‘Marg Wallet', or

• Go to Digital > Marg Wallet > Activate/Deactivate Services.

• An ‘Activate/Deactivate Services’ window will appear.
• Here, the user can select which all services need to be availed of ‘GST’ like selecting ‘GSTIN Verification Bulk’ and ‘GSTIN Verification’.

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

• Also, the user can select the ‘Other services’ like Calling, Find Customer, Geolocation, Purchase Import through PDF, etc. as per the requirement.

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

• A ‘Recharge eWallet’ window will appear.
• 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.

• Through ‘Transaction Report’ option in the Marg Wallet, 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 '01-12-23' to '31-12-23'.

• The user will select Detailed/Summary option to view the report as per the requirement.
• Click on ‘Show’.

• The Report will appear where the user can view the services that have been taken, how much amount has been debited from the wallet, and how much amount is remaining in the wallet.    

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