WebSoftOSHow Quanta Distributors moved from MARG to cloud accounting with AI agents
Quanta Distributors is a Chandigarh-based distributor of orthopaedic implants and surgical consumables, supplying hospitals across the region. Every product is batch- and expiry-tracked, and many items are supplied to hospital operation theatres on consignment.
Uses: Accounting & GSTInventory with batch & expiryHermes AI agents
The challenge
- Accounts and inventory were on MARG, and the whole year’s ledgers, items, batches and vouchers had to move across without losing the link to the original entries.
- Every purchase line for an implant distributor needs the right batch number, expiry date and HSN code, and supplier bills carry many lines each.
- Three bank accounts had to be reconciled against the books.
- Implants sent out against a supplier and later settled with a different batch needed tracking without editing the original transaction.
What WebSoftOS set up
Full migration from MARG
The whole financial year so far was moved across: 689 ledgers, the item master, opening balances and all 3,741 sales, purchase, payment, receipt and journal vouchers. Each voucher keeps its original MARG voucher number in a dedicated field, so any entry can be traced back to the old system.
Batch and expiry on every purchase line
Item-wise batch and expiry details were brought in from brand stock reports, and supplier e-invoices were read to put the real batch number, expiry and HSN code on purchase bills — following Quanta’s own rule that every purchase line must carry batch and expiry.
Bank statements reconciled
Statements from three bank accounts were imported, and 92% of bank lines were matched to their accounting entries automatically; the rest were left for the accounts team to review.
Hermes AI agents in the accounts team
Four Hermes agents — Finance, Sales, Inventory and HR — work inside the ERP. Staff ask questions in plain language, and the Finance agent can read a photographed supplier bill or proforma and prepare a draft purchase invoice or purchase order. Agents only create drafts: an accountant reviews and submits every document.
Fast keyboard entry
Tally-style quick-entry popups for sales and purchase invoices, orders, journal and payment entries let the team key routine vouchers without leaving the keyboard.
Consignment batch settlement
A small custom workflow records stock sent out against a supplier and its later settlement with the same or a different batch, without editing the original transaction.
Before and after
| Task | Before | With WebSoftOS |
|---|---|---|
| Supplier bill | Keyed in line by line | Photo or e-invoice read by Hermes; draft purchase invoice with batch, expiry and HSN for review |
| Bank reconciliation | Matched entry by entry | Statement imported; most lines matched automatically |
| Finding an old entry | Look it up in MARG | Search by the original MARG voucher number |
| Routine questions | Run and export reports | Ask Hermes in the console |
| Access | MARG installation | Cloud ERP in the browser, with role-based access for the accounts team |
Timeline
Hermes AI agents went live in August 2026 and the MARG migration was completed in September 2026, with supplier bill corrections continuing month by month after that.
Learn more
SME Business Management ERP
Cloud ERP for Indian SMEs and distributors: GST accounting with e-invoice and e-way bill, inventory and warehouses, sales, purchase, CRM, POS, payroll and AI agents — from ₹999 per month.
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