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Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
Tally.ERP 9 for automobile vehicle sales and service
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Tally.ERP 9 for automobile vehicle sales and service

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  • 1. Tally.ERP 9 For Automobile Sales and Services© Tally Solutions Pvt. Ltd. All Rights Reserved
  • 2. Agenda • Automobile Vehicle Sales and Services-Overview • How Automobile Vehicle Sales and Services Operations Structured • Tally.ERP 9 For Automobile Vehicle Sales and Services • Business Process Flow • Primary Requirement • Tally.ERP 9- Fitment© Tally Solutions Pvt. Ltd. All Rights Reserved 2
  • 3. Automobile Vehicle Sales and Services-Overview M E T AN SAL AS EN AG ES H M RC GE EM PU NA EN A T M Automobile Vehicle Sales and Services Overview NT M GE E AC AG ME AN NA VIC CO EM MA SER UN EN TS T AL INSURANCE RENEW MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 3
  • 4. How Automobile Vehicle Sales and Services Business Operations Structured© Tally Solutions Pvt. Ltd. All Rights Reserved 4
  • 5. Tally.ERP 9 For Automobile Vehicle Sales and Services-Purchase Management M E T AN SAL AS EN AG ES H M RC GE EM PU NA EN A T M Automobile Vehicle Sales and Services Overview NT M GE E AC AG ME AN NA VIC CO EM MA SER UN EN TS T INSURANCE RENEWAL MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 5
  • 6. Process Flow-Purchase Management© Tally Solutions Pvt. Ltd. All Rights Reserved 6
  • 7. Primary Requirement-Purchase Management Category Major Requirement Explanation /Module Purchase Preparation of purchase Most cases the PO or indent request is placed in the DMS provided by the order or indent request manufacturer. Or in case of sub dealers, they prefer to order the vehicle through telecal/ email to dealers. Once the order is placed, dealers will account the same in their software for better understanding and report purpose. Tracking of these PO and the delivery of the vehicle and spare parts against the PO is very important . Pre- delivery inspection The PDI gives you the opportunity to record any obvious defects and/or damaged (PDI) items prior to taking occupancy in godown. PDI confirm that Interior and exterior of vehicle are clean . Examples for PDI are make sure that headlights, tail lights, parking lights, and turn signals function properly. Transit damage report & These reports generally prepares for the accounting of damaged goods. This report replacement report helps the dealer to submit to insurance company for re-imbursement of damaged parts and of not claimable, submit to the manufacturer for replacement of the same. Vehicle transfer to Incase of multiple locations or branches, as per the request from the respective different locations. locations, transfers the vehicle to respective locations or branches. Integration with DMS To avoid the double work, most of the dealers may required to integrate (Dealer Management local software with the DMS provided by the manufacturer. Therefore System) any transaction made in local software , update in DMS or vice versa, saves huge amount of time .© Tally Solutions Pvt. Ltd. All Rights Reserved 7
  • 8. Tally.ERP 9 Fitment- Purchase Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Purchase order Yes 2 Goods receipt note- GRN Yes 3 Purchase invoice Yes 4 Purchase return or replacement chelan Yes 5 Creation of re-order level Yes 6 Bar code printing and scanning for spare parts Yes 7 Transit damage report Yes 8 Branch transfer or location transfer Yes 9 Purchase order summery Yes 10 Re-order level status Yes 11 Purchase register Yes 12 Purchase bill pending report Yes 13 Vehicle and spare parts transfer report Yes 14 Integration with DMS (Dealer Management System) Yes 15 Vehicle or spare parts replacement report Yes 16 Insurance re-imbursement report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 8
  • 9. Tally.ERP 9 For Automobile Vehicle Sales and Services- Sales Management M E T AN SAL AS EN AG ES H M RC GE EM PU NA EN A T M Automobile Vehicle Sales and Services Overview NT M GE E AC AG ME AN NA VIC CO EM MA SER UN EN TS T INSURANCE RENEWAL MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 9
  • 10. Process Flow-Sales Management© Tally Solutions Pvt. Ltd. All Rights Reserved 10
  • 11. Primary Requirement-Sales Management Category Major Requirement Explanation /Module SALES Sales invoice with Sales invoice should contain the vehicle chaise number, engine number, model complete vehicle number and vehicle registration details. This will helps the customer and dealer for information smooth process of the sales. Also dealer may have to use the vehicle details for future purpose. Vehicle transfer or sales to In case the sales is done through sub dealer location, on behalf of the sub dealer, sub dealer dealer will raise the invoice to customer. All the other formalities like registration of vehicle, insurance etc. will be done by sub dealer. Sales certificate will be issued in the name of sub dealer and later they can change the sales certificate in the name of the customer. Handling of different Customer makes the vehicle payment in different methods. They takes the help of payment modes by financer/ banker or partial payment by cash and cheque or cash and card etc. customer Managing the different modes of payment is very crucial. Also they would like to specify the payment details in invoice itself. RTO registration & sales Once the vehicle is booked , vehicle details will send to RTO office for the preparation certificate on RC book and vehicle registration. Tracking of different vehicle registration with RTO is a major requirement for dealers. Once the registration is done, dealer will prepare the sales certificate.© Tally Solutions Pvt. Ltd. All Rights Reserved 11
  • 12. Tally.ERP 9 fitment- Sales Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Preparation of receipt Yes 2 Spare parts/ accessories purchases billing Yes 3 Sales invoice with vehicle history Yes 4 Bar code printing and scanning (Spare Parts) Yes 5 Multiple cash payment handling (Cash/Card/ Yes Cheque/Financer) 6 Spare parts billing with inclusive & exclusive of VAT. Yes 7 Sales certificate generation Yes 8 Sales order processing Yes 9 Sales bill pending Yes 10 Sales man name in sales invoice Yes 11 Movement analysis Yes 12 Columnar report Yes 13 Stock summery Yes 14 Multiple payment reports Yes© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 12
  • 13. Tally.ERP 9 fitment- Sales Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 15 Daily sales report Yes 16 Model wise sales report Yes 17 Sub dealer sales report Yes 18 Spare parts profit report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 13
  • 14. Tally.ERP 9 For Automobile Vehicle Sales and Services-Service Management M E T AN SAL AS EN AG ES H M RC GE EM PU NA EN A T M Automobile Vehicle Sales and Services Overview NT M GE E AC AG ME AN NA VIC CO EM MA SER UN EN TS T INSURANCE RENEWAL MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 14
  • 15. Process Flow-Service Management© Tally Solutions Pvt. Ltd. All Rights Reserved 15
  • 16. Primary Requirement- Service Management Category/ Major Requirement Explanation Module SERVICE Service reminders to Customer has to be reminded for next vehicle service . Service reminders will be customers generally send to those customers whose vehicle is under free service category. This reminders help to build customer loyalty. JOB Card A job card (or task card) is a document that provide all the information needed to complete a service procedure. Job cards also provide the means of recording that a procedure has been completed properly. Once the servicing get complete the job card can be used to record details of service activity and inspection, with relevant information need to routed back into the dealer management system for compliance, audit and management purposes. Free service Many of the dealers wants to track the free service redemption by the customer. Since redemption this free service give revenue to dealers, this is one of the major requirement in service category. Team incentives based Incentive for Service engineers has to be calculated based on the performance, on services every end of the month. This can be based on various parameters like number of vehicle serviced, number of spare parts utilisation etc. Also the incentive will be given on final inspection report by team head.© Tally Solutions Pvt. Ltd. All Rights Reserved 16
  • 17. Tally.ERP 9 Fitment- Service Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Preparation of job card Yes 2 Parts replacement against job card Yes 3 Vehicle history card (Report) Yes 4 Service invoice with service tax Yes 5 Receipt against job card Yes 6 Service reminder – SMS Yes 7 Service reminder – Email Yes 8 Customer data base Yes 9 Customer data base service report Yes 10 Multiple payment handling Yes 11 Tracking of accidental insurance claim against the job card Yes 12 Team wise service report Yes 13 Service executive wise service report Yes 14 Daily closed job card report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 17
  • 18. Tally.ERP 9 Fitment- Service Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 15 Job card report Yes 16 Day wise service report Yes 17 Day wise job card report Yes 18 Warranty report (Spare Parts) Yes 19 Battery warranty report Yes 20 Accidental service report Yes 21 Free service report Yes 22 Paid service report Yes 23 Service follow up report Yes 24 Vehicle timing sheet Yes 25 Service redemption report Yes 26 Service summery report (FREE/PAID) Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 18
  • 19. Tally.ERP 9 For Automobile Vehicle Sales and Services-Insurance Renewal M E T AN SAL AS EN AG ES H M RC GE EM PU NA EN A T M Automobile Vehicle Sales and Services Overview NT M GE ES AC AG ME AN N A IC CO EM MA SERV UN EN TS T AL INSURANCE RENEW MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 19
  • 20. Process Flow- Insurance Renewal Management© Tally Solutions Pvt. Ltd. All Rights Reserved 20
  • 21. Primary Requirement- Insurance Renewal Management Category/ Major Requirement Explanation Module Insurance Reminders to customers Customer has to be reminded for next vehicle insurance renewal. Renewal (SMS / Email) for renewal of insurance Customer insurance history Its very important to track the customer insurance renewal for sending the reminders and making them to renew the Insurance on time. This results in customer satisfaction and retention.© Tally Solutions Pvt. Ltd. All Rights Reserved 21
  • 22. Tally.ERP 9 Fitment- Insurance Renewal Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 SMS reminders Yes 2 Email reminders Yes 3 Customer data base Yes 4 Customer insurance renewal due date report Yes 5 Receipt generation Yes 6 Customer vehicle insurance history Yes 7 Insurance renewal profit report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 22
  • 23. Tally.ERP 9 For Automobile Vehicle Sales and Services-Accounts Management M E T AN SAL AS EN AG ES H M RC GE EM PU NA EN A T M Automobile Vehicle Sales and Services Overview NT M GE ES AC AG ME AN N A IC CO EM MA SERV UN EN TS T AL INSURANCE RENEW MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 23
  • 24. Process Flow- Accounts Management© Tally Solutions Pvt. Ltd. All Rights Reserved 24
  • 25. Tally.ERP 9 Fitment- Accounts Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 1 Purchase order pending report Yes 2 Purchase order book Yes 3 Purchase register Yes 4 Purchase return report or replacement report Yes 5 Transit damage report Yes 6 Re-order status report Yes 7 Stock summary Yes 8 Model wise sales report Yes 9 Sub dealer wise sales report Yes 10 Sales bill pending report Yes 11 Job card report Yes 12 Service- day wise report Yes 13 Day wise job card report Yes 14 Warranty report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 25
  • 26. Tally.ERP 9 Fitment- Accounts Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 15 Battery warranty report Yes 16 Accidental service report Yes 17 Free service report Yes 18 Paid service report Yes 19 Vehicle history report Yes 20 Vehicle timing sheet Yes 21 Service redemption report Yes 22 Spare parts profit report Yes 23 Insurance renewal report Yes 24 Pay slip Yes 25 Pay sheet Yes 26 Payment advice Yes 27 Employee profile Yes 28 Attendance register Yes© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 26
  • 27. Tally.ERP 9 Fitment- Accounts Management SL NO Requirement Tally.ERP 9 Customisable/ Integration 29 Attendance sheet Yes 30 Balance sheet Yes 31 Profit and loss account Yes 32 Ageing analysis Yes 33 VAT reports Yes 34 Service tax reports Yes 35 Gratuity reports Yes 36 Provident fund reports and forms Yes 37 ESI reports and forms Yes 38 Professional tax report and forms Yes 39 Daily sales report- item wise Yes 40 Daily sales report-brand wise Yes 41 Daily sales report- model wise Yes 42 Sales and service incentive report Yes 43 Outstanding receivable and payable Yes 44 Columnar report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 27
  • 28. Thank You For any queries please contact :- team.ti@tallysolutions.com© Tally Solutions Pvt. Ltd. All Rights Reserved 28

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