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