Perimattic
communication

Marg ERP WhatsApp Integration - Pharma Dispatch, Batch Expiry & DL Invoicing

The Marg ERP-WhatsApp connector is built specifically for the pharma, FMCG, and distribution businesses Marg dominates. It sends DL-compliant invoices, batch and expiry alerts, dispatch confirmations, and outstanding statements over WhatsApp — with Drug License number, batch number, and expiry date rendered on every message where applicable. Two-way inbox captures chemist replies and posts them back as notes on the Marg party ledger. Multi-godown Marg setups are supported, and dispatch confirmations can carry a live tracking URL from your shipping partner. GST-compliant with automatic CGST/SGST/IGST inference per party state.

Pharma-grade Marg → WhatsApp Business with DL numbers, batch tracking, expiry alerts, and dispatch confirmations to chemists and hospitals.

Marg ERP 9+
WhatsApp Business
5-minute setup30-day money backNo coding required
Overview

What this connector does

Marg ERP 9+ is the pharmacy and distribution ERP of India. Chemist chains, C&F agents, and FMCG wholesalers rely on it for Drug License-compliant invoicing, batch and expiry tracking, and multi-godown dispatch. Generic ERP-WhatsApp connectors miss the point in this industry — a pharma distributor does not just need "send invoice PDF over WhatsApp", they need the invoice to carry the Drug License number, the batch, the expiry date, and the manufacturing date on every line. This connector is built specifically for Marg's data model. A signed agent reads Marg's SQL Server database (or Access, depending on your Marg edition), fetches DL-compliant invoices with full batch detail, and delivers them to downstream chemists over WhatsApp with the DL and batch numbers rendered inline. Batch expiry alerts (30, 60, 90 days before expiry) are broadcast to the retail chain automatically. Dispatch confirmations include a live tracking URL when Marg is integrated with your shipping partner. The Perimattic solutions team includes pharma-industry specialists who know the regulatory paperwork that has to accompany every dispatch.

At a glance

Category
communication
Capabilities
12
Synced data types
7
Setup time
~5 minutes
Architecture & Sync

How data flows and what gets synced

The bridge between Marg ERP 9+ and WhatsApp Business, and the exact records that move across it.

Data flow
Marg ERP 9+

Marg ERP 9+

ERPPlugs

ERPPlugs Engine

WhatsApp Business

WhatsApp Business

What flows across
DL-Compliant InvoicesBatch Expiry AlertsDispatch ConfirmationsPayment RemindersOutstanding StatementsParty Master SyncChemist Replies
Sync details
Data TypeDirectionFrequency
DL-Compliant InvoicesMarg → WhatsAppReal-time (agent push)
Batch Expiry AlertsMarg → WhatsAppDaily scan
Dispatch ConfirmationsMarg → WhatsAppReal-time on GRN
Payment RemindersMarg → WhatsAppDaily on aging schedule
Outstanding StatementsMarg → WhatsAppOn-demand or monthly
Party Master SyncMarg → ERPPlugs (read-only)Every 15 min
Chemist RepliesWhatsApp → Marg party ledger notesReal-time
How this connector compares

Alternative Marg ERP 9+ <-> WhatsApp Business integrations available to Indian businesses, and where each fits.

ConnectorTypeWhatsApp Business SupportTypical Capabilities
Marg ERP 9+ ↔ WhatsApp BusinessThis pageNative ERP connector✓ NativeDL-compliant invoice delivery with Drug License number rendered on every message, Batch and expiry date on every line item — required by pharma retailers, Batch expiry alerts (30/60/90 days before expiry) broadcast to your retail chain
Marg AI (native)Marg-side add-on modulesPartial (Marg ecosystem)
Custom Marg SDK integrationBespoke developmentFull (developer required)
Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

DL-compliant invoice delivery with Drug License number rendered on every message
Batch and expiry date on every line item — required by pharma retailers
Batch expiry alerts (30/60/90 days before expiry) broadcast to your retail chain
Dispatch confirmation with shipping partner tracking URL
Multi-godown Marg support — each godown binds to its own WhatsApp number
Chemist reply routing — WhatsApp replies posted to Marg party ledger notes
C&F agent workflow — per-C&F WABA numbers with dispatch summaries
GST-compliant reverse charge messaging for pharma exemptions
Payment reminder aging buckets with credit-limit warnings
Outstanding statement generation from Marg with pending-cheque tracking
Bulk broadcast against Marg party lists filtered by area code or beat
Signed Windows agent — supports Marg SQL Server and Marg Access editions
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Pharma-Grade Compliance

DL, batch and expiry on every message — meets Drug and Cosmetics Rules.

Batch Expiry Recovery

Alert your chemist chain 30/60/90 days pre-expiry — recover expiry loss.

Multi-Godown Ready

Each Marg godown sends from its own registered WhatsApp number.

Live Dispatch Tracking

Shipping partner tracking URL included in every dispatch confirmation.

Free to Try

Try the Marg ERP 9+ ↔ WhatsApp Business Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between Marg ERP 9+ and WhatsApp Business inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Compliance & Compatibility

Drug and Cosmetics Rules, 1945 (Form 2 / Form 8)GST reverse-charge mechanism (pharma categories)Central Drugs Standard Control Organization (CDSCO) batch traceability

Setup in Minutes

1

Install the Marg Agent

Install the signed Windows agent on your Marg SQL Server host or Access machine. Enter the Marg company path, ODBC credentials, and godown mapping. Takes 15-20 minutes.

2

Connect WhatsApp Business

Link your Meta WhatsApp Business Account. For multi-godown Marg, register one WABA phone number per godown. Perimattic assists with pharma-industry template approvals (DL number, batch, expiry rendered inline).

3

Map Godowns & Templates

The agent auto-detects your Marg godown structure. Confirm the WABA number per godown, DL number source column, batch expiry threshold days, and the shipping partner integration for tracking URLs.

4

Pilot & Go Live

Send test dispatches to a small chemist list, verify DL and batch rendering plus tracking URLs, then enable production. Batch expiry scans and monthly outstanding statements are enabled from the dashboard.

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Keep Exploring

Explore More

Docs, guides, and other ways to get more out of Marg ERP 9+.

Answers

Frequently Asked Questions

Yes. Every DL-compliant invoice delivered over WhatsApp carries the seller's Drug License number, the buyer's Drug License number (where captured in Marg's party master), the batch number and expiry date per line item, and the manufacturing date. This is not optional formatting — it is the regulatory requirement for pharma B2B invoicing under Drug and Cosmetics Rules, 1945, and it is what chemists in your downstream chain need to receive to comply with their own record-keeping under Form 2 / Form 8. Generic ERP-WhatsApp connectors that only render invoice number and amount do not meet this bar.

Yes. The connector scans Marg's batch master daily and generates WhatsApp broadcasts to your retail chain at 30, 60, and 90 days before expiry. Each broadcast is filtered by which chemists have received that batch recently (based on Marg's dispatch history) so you are not spamming chemists who no longer hold the stock. The template includes the batch number, expiry date, and a link to Marg's return-and-replace workflow. This is a substantial revenue-recovery play — pharma expiry losses across the Indian retail chain run into thousands of crores per year, most of it recoverable if the retailer is alerted in time.

Multi-godown Marg installations are common for pharma distributors — one Marg company with 5-20 godowns across a state. The ERPPlugs Marg-WhatsApp connector supports binding each godown to its own WhatsApp Business phone number, so a Mumbai warehouse dispatches with its own WABA and a Nagpur warehouse dispatches with its own. Party masters, batch registers, and stock reports remain per-godown as configured in Marg, and the ERPPlugs dashboard shows dispatch and delivery stats per godown. This is essential for C&F agents who cannot cross state lines with a single sender phone.

Yes, both editions are supported. Marg SQL Server (used by larger distributors with 50+ concurrent users) is connected via ODBC with SQL Server Authentication. Marg Access (used by single-branch chemists and C&F agents with smaller teams) is connected via the Access ODBC driver. The signed Windows agent auto-detects which edition is installed and uses the appropriate connection profile. Both editions are read-only from the agent's perspective — nothing is written back to Marg unless explicitly configured (for example, posting a chemist reply as a note on the Marg party ledger).

Yes. If Marg is integrated with your shipping partner (Shiprocket, Bluedart, Delhivery, DTDC, or a manual courier), the ERPPlugs Marg-WhatsApp connector picks up the AWB or tracking number at the point of GRN creation and renders a live tracking URL in the WhatsApp dispatch confirmation. Chemists tap the link and see live courier status. For carriers not natively integrated with Marg, the tracking URL can be pulled from a supplementary CSV or from a Zapier/Make workflow that watches your shipping partner's dashboard.

Yes. Certain pharma categories — including some vaccines, injectable formulations, and life-saving drugs — are subject to reverse-charge mechanism under GST. When Marg flags an invoice as RCM, the ERPPlugs Marg-WhatsApp connector automatically uses a template variant that clearly labels the buyer's RCM liability, includes the correct GSTIN pair, and omits the CGST/SGST/IGST breakup lines that do not apply. This prevents the common downstream confusion where a chemist receives an RCM invoice and treats it as forward-charge, mismatching their books.

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