Module 1: Introduction to Marg ERP 9+
- Overview of Marg ERP 9+ and its features
- System requirements and installation process
- Understanding the user interface and dashboard
- Creating and managing companies
- Data backup and restore
Module 2: Masters Creation & Configuration
✅ Company & User Management:
- Creating a new company and defining financial year
- Setting up company configuration and preferences
- Creating multiple users and assigning roles
✅ Accounting Masters:
- Creating, modifying, and deleting ledgers
- Managing account groups and subgroups
- Customer and supplier ledger creation
✅ Inventory Masters:
- Creating stock items and units of measurement
- Setting up product groups, categories, and HSN codes
- Defining pricing, tax rates, and discount structures
✅ GST & Taxation Configuration:
- Enabling GST in Marg ERP
- Defining GST slabs and tax rates
- Setting up HSN/SAC codes
Module 3: Basic Accounting Transactions
✅ Voucher Entries:
- Recording purchases and sales transactions
- Payment, receipt, and contra voucher entries
- Bank reconciliation statement (BRS)
✅ GST-Compliant Billing:
- Generating GST-compliant invoices
- Handling reverse charge mechanism (RCM)
- E-invoicing and e-way bill integration
✅ Accounts Payable & Receivable Management:
- Managing supplier payments and due bills
- Customer outstanding and credit control
- Setting up automatic reminders for payments
Module 4: Inventory & Stock Management
✅ Inventory Transactions:
- Stock inward and outward transactions
- Stock transfers between warehouses/branches
- Managing batch and expiry-based stock
✅ Stock Valuation & Reporting:
- FIFO, LIFO, and Weighted Average methods
- Generating stock summary and item-wise reports
- Identifying slow-moving and fast-moving items
✅ Barcode & POS Integration:
- Generating barcodes and QR codes
- Managing Point of Sale (POS) billing
- Customizing receipts and bill formats
Module 5: Taxation & Compliance
✅ GST, TDS & Other Tax Management:
- Configuring GST in Marg ERP 9+
- Recording GST-compliant transactions
- Filing GST returns (GSTR-1, GSTR-3B, GSTR-9)
- TDS setup and deduction reports
✅ Payroll & Salary Management:
- Employee master creation and attendance tracking
- Salary structure setup and payslip generation
- PF, ESI, and professional tax calculations
✅ E-Way Bill & E-Invoicing:
- Generating e-way bills for transporters
- Linking invoices with e-invoicing system
Module 6: Financial & MIS Reporting
✅ Key Financial Reports:
- Trial Balance, Profit & Loss Account, and Balance Sheet
- Cash Flow and Fund Flow Statements
- Customer outstanding and payable reports
✅ Business Intelligence & MIS Reports:
- Sales and purchase analysis
- Budgeting and forecasting tools
- Graphical reports for business insights
✅ Banking & Auto-Reconciliation:
- Importing bank statements for reconciliation
- Automating bank transactions
Module 7: Advanced Features & Automation
✅ Data Security & Multi-User Access:
- User role management and access restrictions
- Implementing password protection and audit logs
✅ Automation & System Integration:
- Importing/exporting data from Excel
- Integrating with third-party applications
- Automating invoices, reports, and stock updates
✅ Cloud & Remote Access:
- Setting up cloud-based access
- Managing remote transactions