Tally.ERP 9 for whitegoods business
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Tally.ERP 9 for whitegoods business Tally.ERP 9 for whitegoods business Presentation Transcript

  • Tally.ERP 9 For Whitegoods Business© Tally Solutions Pvt. Ltd. All Rights Reserved
  • Agenda • Whitegoods Business -Overview • How Whitegoods Business Operations Structured • Tally.ERP 9 for Whitegoods Business • Business Process Flow • Primary Requirement • Tally.ERP 9- Fitment© Tally Solutions Pvt. Ltd. All Rights Reserved 2
  • Whitegoods Business -Overview M E T AN SAL AG ES AS EN EM H M RC GE EN PU NA T A M Whitegoods Business Overview MA AC AGE NT N CO M GE H ME NA NC U N EN MA BRA TS T SERVICES MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 3
  • How Whitegoods Business Operations Structured© Tally Solutions Pvt. Ltd. All Rights Reserved 4
  • Whitegoods Business –Purchase Management Overview M E T AN SAL AG ES AS EN EM H M RC GE EN PU NA T A M Whitegoods Business Overview MA AC AGE NT N CO M GE H ME NA NC U N EN MA BRA TS T SERVICES MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 5
  • Process Flow-Purchase Management© Tally Solutions Pvt. Ltd. All Rights Reserved 6
  • Primary Requirement-Purchase Management Category/Module Major Requirement Explanation Purchase Centralized purchase order Head office places the PO to suppliers Management processing and delivery to and request to deliver the goods outlets directly to outlets/branches. Centralized purchase in HO Head office places the PO to suppliers and transfer to branches and and request delivery to head office outlets. itself. As per the requirement goods will be transferred or issued to branches/outlets . Outlet/Branch address in While requesting delivery to multiple purchase orders outlets/branches to supplier, if the outlet/branch address is printed in PO , it will help the supplier to deliver the goods. Landing cost The landing cost needs to be calculated for arriving profit. There should be a provision to capture landing cost.© Tally Solutions Pvt. Ltd. All Rights Reserved 7
  • Tally.ERP 9 Fitment- Purchase Management SL No Requirement Tally.ERP 9 Customizable 1 Purchase order generation Yes 2 Goods receipt note Yes 3 Purchase returns handling Yes 4 Purchase invoice Yes 5 Branch/Outlet address in purchase order Yes (Godown) 6 Centralized purchase order processing and Yes delivery to outlets 7 Centralized purchase and transfer to Yes outlets/branch 8 In case of direct delivery of goods from supplier Yes to branch/outlet, goods received and goods returned to supplier should be updated/ synchronized with HO on daily or instant basis.© Tally Solutions Pvt. Ltd. All Rights Reserved 8
  • Tally.ERP 9 Fitment- Purchase Management SL No Requirement Tally.ERP 9 Customizable 9 Bar code printing and scanning Yes 10 Purchase orders summery (Inventory wise) Yes 11 Re-order level report Yes 12 Purchase register Yes 13 Purchase order book Yes 14 Purchase bill pending report Yes 15 Stock transfer analysis Yes 16 Branch wise purchase report Yes 17 Branch wise purchase return report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 9
  • Whitegoods Business –Sales Management Overview M E T AN SAL AG ES AS EN EM H M RC GE EN PU NA T A M Whitegoods Business Overview MA AC AGE NT N CO M GE H ME NA NC U N EN MA BRA TS T SERVICES MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 10
  • Process Flow-Sales Management© Tally Solutions Pvt. Ltd. All Rights Reserved 11
  • Primary Requirement-Sales Management Category/ Major Requirement Explanation Module SALES Computerized The introduction of computerized billing has major invoicing (Billing) advantages such as , speed and accuracy of operation, the ability to see the real-time status of company’s sales, inventory, printing of sales invoices and real-time update of customer accounts. Online availability of This smoothen the sales process. Though the product is stock positions in not available in one branch/outlet, by checking the stock HO/Branch/Outlets availability in another outlet/branch, we can confirm the delivery to customer on time. This results customer satisfaction and make the sales cycle smoother. Also information related to delivery of goods need to send to branch/outlet for customer delivery. Gift coupon sales and Gift coupons are sold first, and then the coupon tracking sales recorded in the books. Later date when the gift coupon consumes by the customer, the managing of validity of the coupons and tracking of the coupon against the purchase needs to be handled.© Tally Solutions Pvt. Ltd. All Rights Reserved 12
  • Primary Requirement-Sales Management Category/ Major Requirement Explanation Module SALES Sales Sales promos are implemented by businesses for various promotion/schemes/ reasons. Some of these are to sellout old stock, odd discount Handling & sized exchange offer items, old-fashioned items, meet seasonal demands for products. The ease of defining simple and sophisticated promos, application of promos in billing, possibility of multiple promos etc. become critical factors. Multiple payment Customer can make the payment in multiple mode. They handling makes the payment by cash, debit/credit cards, coupons, partial payments, post dated cheques etc. Frequent price Frequent product price changes is one of the major fluctuation challenges faced by white goods traders. Daily changes in the prices needs to be reflect while billing. Floor price handling It may require to fix the price on the sales floor on certain parameters for E.g. not more than MRP and less than landing cost.© Tally Solutions Pvt. Ltd. All Rights Reserved 13
  • Tally.ERP 9 Fitment-Sales Management SL Requirements Tally.ERP 9 Customizable NO 1 Product handling in multiple brands Yes 2 Product model handling Yes 3 Bar code printing and scanning Yes 4 Product configuration/features Yes 5 MOP (Market Operating price) Yes 6 Price level creation & selling price. Yes 7 Invoicing/billing Yes 8 Cash Sales , credit sales, card Sales, Yes gift coupon sales, EMI sales 9 Invoicing based on MRP Yes 10 Sales return handling Yes 11 Invoicing/Billing inclusive & exclusive Yes of VAT.© Tally Solutions Pvt. Ltd. All Rights Reserved 14
  • Tally.ERP 9 Fitment-Sales Management SL Requirements Tally.ERP 9 Customizable NO 12 Stock query -alternative product availability Yes while billing. 13 Price list Yes 14 Discount sales Yes 15 Multiple payment modes (cash, debit/credit Yes card, cheque, partial payments) 16 Product warranty checking Yes 17 Product serial & IMEI number tracking Yes 18 Gift coupon sales handling Yes 19 Floor price handling Yes 20 Sales register Yes 21 Sales orders book Yes 22 Movement analysis Yes 23 Columnar report (branch/outlet wise) Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 15
  • Tally.ERP 9 Fitment-Sales Management SL Requirements Tally.ERP 9 Customizable NO 24 Ageing analysis Yes 25 Sales bill pending Yes 26 HO/branch/outlet wise daily sales report Yes 27 HO/branch/outlet wise daily sales return Yes report 28 HO/branch/outlet wise fast moving items Yes report 29 HO/branch/outlet stock summery report Yes 30 POS register (multiple payments reports) Yes 31 HO/branch/outlet wise report Yes 32 Daily stock transfer report Yes 33 HO/branch/outlet stock summery Yes 34 Sales man wise sales report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 16
  • Whitegoods Business – Branch Management Overview M E T AN SAL AG ES AS EN EM H M RC GE EN PU NA T A M Whitegoods Business Overview MA AC AGE NT N CO M GE H ME NA NC U N EN MA BRA TS T SERVICES MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 17
  • Process Flow-Branch Management© Tally Solutions Pvt. Ltd. All Rights Reserved 18
  • Primary Requirement-Branch Management Category/ Major Requirement Explanation Module Branch Centralized purchase in Branch purchases the goods and transfers to Management branch and transfer the goods outlets. This information should be available in to outlets HO on daily/real time basis. Centralized purchase order Branch places the PO to suppliers and request to processing from branch and deliver the goods directly to outlets/branches. delivery to outlets Price list updation’s from HO The frequent changes in the price needs to be intimated and made available in all branches. Centralized information flow The day-to-day transactions of branches/outlets handling (synchronization should be made available to HO. All the with HO & outlets) information pertaining to branches/outlets that include PO, GRN, stocks transfer, sales, goods returns, daily collection of cash and necessary reports need to send to HO. Inter branch transfer Handling transfer of goods between branches. Sales promotions & schemes The sales promotions and scheme parameters updations from HO needs to be updated to branch.© Tally Solutions Pvt. Ltd. All Rights Reserved 19
  • Tally.ERP 9 Fitment-Branch Management SL Requirements Tally.ERP 9 Customizable NO 1 Purchase order processing for outlets/branch Yes 2 Purchase returns handling Yes 3 Purchase invoice Yes 4 Landing cost updating (HO to branch and Yes branch to outlets) 5 Availability of stocks in outlets Yes 6 Stock transfers to outlets Yes 7 Billing/Invoicing Yes 8 Multiple payments handling Yes 9 Price list updation from HO and to outlets Yes 10 Sales promotions and schemes updation from Yes HO© Tally Solutions Pvt. Ltd. All Rights Reserved 20
  • Tally.ERP 9 Fitment-Branch Management SL Requirements Tally.ERP 9 Customizable NO 11 Service invoice with service tax Yes 12 Bar code printing and scanning Yes 13 Product warranty checking Yes 14 SMS – after service, goods delivery Yes confirmation through SMS. 15 Daily sales and collections information from Yes outlets (Synchronization) 16 Stock availability in outlets Yes 17 Outlets wise reports Yes 19 Outlet/Branch wise daily collection report Yes 20 Branch transfer report Yes 21 Outstanding receivable and payable Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 21
  • Tally.ERP 9 Fitment-Branch Management SL Requirements Tally.ERP 9 Customizable NO 22 Columnar reports (Outlet wise) Yes 23 P&L account Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 22
  • Whitegoods Business – Services Management Overview M E T AN SAL AG ES AS EN EM H M RC GE EN PU NA T A M Whitegoods Business Overview MA AC AGE NT N CO M GE H ME NA NC U N EN MA BRA TS T SERVICES MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 23
  • Process Flow- Services Management© Tally Solutions Pvt. Ltd. All Rights Reserved 24
  • Primary Requirement-Service Management Category/Module Major Requirement Explanation SERVICE Warranty tracking Should be able to track the product MANAGEMENT warranty period. Service invoice with For any services undertaken, you may need service tax to provide service bills to your customers. Also service tax on the services undertaken needs to be charged through the invoice. Product/Parts In case of products have manufacturers replacement handling warranty, the products or parts need to replaced at free of cost and if the product don’t cover warranty the same needs to be replaced at cost.© Tally Solutions Pvt. Ltd. All Rights Reserved 25
  • Tally.ERP 9 Fitment-Service Management SL Requirements Tally.ERP 9 Customizable NO 1 Product warranty checking Yes 2 Service call sheet Yes 3 Service invoice with service tax Yes 4 SMS – After service, goods Yes delivery confirmation through SMS.© Tally Solutions Pvt. Ltd. All Rights Reserved 26
  • Whitegoods Business –Accounts Overview M E T AN SAL AG ES AS EN EM H M RC GE EN PU NA T A M Whitegoods Business Overview MA AC AGE NT N CO M GE H ME NA NC U N EN MA BRA TS T SERVICES MANAGEMENT© Tally Solutions Pvt. Ltd. All Rights Reserved 27
  • Process Flow- Accounts© Tally Solutions Pvt. Ltd. All Rights Reserved 28
  • Primary Requirement- Accounts Category/Module Major Requirement Explanation Accounts Day to day transaction Daily updates from branches and outlets updations from are necessary for smooth functioning of branches/outlets accounts management. Salesmen commission Sales men commission needs to be calculation calculated on various parameters like Floor price, more than MRP etc. Consolidation of branch Some of the branches also handle the data at HO. accounts of their outlets. This information need to be updated with HO accounts on daily basis or periodical basis. Statutory compliance Handling and filing of all statutory Forms compliance of VAT, SERVICE TAX, PF ESI. Payroll Employee database, bonus, commission calculation, etc© Tally Solutions Pvt. Ltd. All Rights Reserved 29
  • Tally.ERP 9 Fitment-Accounts SL Requirements Tally.ERP 9 Customizable NO 1 Daily receipts and payments Yes 2 Bank reconciliation Yes 3 Branch/Outlet transfer management Yes 4 Branch/outlet sales& purchase Yes management 5 Multiple payments handling Yes 6 Synchronization with HO-branch-outlets Yes 7 Staff attendance handling Yes 8 Salary payments & pay slips Yes 9 Salesmen commission handling Yes 10 Staff database handling Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 30
  • Tally.ERP 9 Fitment-Accounts SL Requirements Tally.ERP 9 Customizable NO 11 Bonus Yes 12 Incentives management Yes 13 Service Invoice with service tax Yes 14 PF forms Yes 15 VAT forms Yes 16 Post dated cheques realization report Yes 17 Branch/outlet wise payments and Yes receipts 18 Branch/outlet wise sales & purchase Yes 19 Branch/Outlet wise fast moving product Yes 20 Sales man wise sales report Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 31
  • Tally.ERP 9 Fitment-Accounts SL Requirements Tally.ERP 9 Customizable NO 21 Sales promotion and schemes report Yes 22 Daily sales report Yes 23 Daily sales report-item wise Yes 24 Daily sales report-branch wise Yes 25 Daily sales report- item Wise Yes 26 Daily sales report-brand wise Yes 27 Daily sales report- model wise Yes 28 Stock summery report Yes 29 Branch wise stock summery Yes 30 Branch transfer report Yes 31 Outstanding receivable and payable Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 32
  • Tally.ERP 9 Fitment-Accounts SL Requirements Tally.ERP 9 Customizable NO 32 Trial balance Yes 33 Remote access Yes 34 Profit and loss account Yes 35 Balance sheet Yes 36 Group company Yes 37 Budget Yes 38 Bill wise profitability Yes 39 Reminder letters Yes 40 Multiple payments reports Yes 41 Item wise profitability Yes 42 E-Mail Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 33
  • Thank You For any queries please contact :- team.ti@tallysolutions.com© Tally Solutions Pvt. Ltd. All Rights Reserved 34