Tally.ERP 9 for Global Trade© Tally Solutions Pvt. Ltd. All Rights Reserved
Agenda •       Global Trade – Overview •       Systematic representation of Global Trade Solutions •       Tally.ERP 9 For...
Structure of Global Trade Solutions                     Purchase                                       Shipping           ...
Global Trade Solutions - Overview© Tally Solutions Pvt. Ltd. All Rights Reserved   4
Primary Requirement – Sales Management    Category / Module                             Major Requirement                 ...
Process flow – Sales Management© Tally Solutions Pvt. Ltd. All Rights Reserved   6
Tally.ERP 9 fitment - Sales Management    SL No.                                        Requirement               Part of ...
Primary Requirement – Purchase Management    Category / Module                             Major Requirement              ...
Process flow – Purchase management© Tally Solutions Pvt. Ltd. All Rights Reserved   9
Tally.ERP 9 fitment – Purchase Management    SL No.                                        Requirement   Part of Tally.ERP...
Tally.ERP 9 fitment – Shipping details    SL No.                                        Requirement               Part of ...
Tally.ERP 9 fitment – MIS Reports    SL No.                                        Requirement              Part of Tally....
Thank You           For any queries, write to us :           team.ti@tallysolutions.com           To find out more, visit ...
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Tally.ERP 9 for global trade solutions

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Tally.ERP 9 for global trade solutions

  1. 1. Tally.ERP 9 for Global Trade© Tally Solutions Pvt. Ltd. All Rights Reserved
  2. 2. Agenda • Global Trade – Overview • Systematic representation of Global Trade Solutions • Tally.ERP 9 For Global Trade Solutions • Process Flow • Primary requirements • Tally.ERP 9 - Fitment© Tally Solutions Pvt. Ltd. All Rights Reserved 2
  3. 3. Structure of Global Trade Solutions Purchase Shipping Documents Management Global Trade Solution Sales GST Management Report© Tally Solutions Pvt. Ltd. All Rights Reserved 3
  4. 4. Global Trade Solutions - Overview© Tally Solutions Pvt. Ltd. All Rights Reserved 4
  5. 5. Primary Requirement – Sales Management Category / Module Major Requirement Explanation Sales Management L/C Details While trading goods to other countries Letter of credit details are needed based on which seller exports the materials to the buyer in different country. L/C consists of buyer details, issuing bankers name, L/C number and dates, L/C requirements. Shipping Details While exporting, it is essential to record the details of mode of transport, vessel/Airline Name, port of loading and discharge, with all the trade terms. Even details of fright forwarder name and contact details need to be kept for record. Insurance Details Insurance company or agent details needs to be stored who insures the goods that need to be exported. Shipper’s Instructions Shipper letter of instructions contain the detail of booking reference, contact person, pickup date & time, packing details with some board description. Currency Currency details of a particular day is captured for references© Tally Solutions Pvt. Ltd. All Rights Reserved 5
  6. 6. Process flow – Sales Management© Tally Solutions Pvt. Ltd. All Rights Reserved 6
  7. 7. Tally.ERP 9 fitment - Sales Management SL No. Requirement Part of Tally.ERP 9 Part of Solution 1 Sales Order Yes 2 Delivery Note Yes 3 Sales Invoice – Local w/ Annexure Yes 4 Sales Invoice – Export w/ Annexure Yes 5 Sales Invoice – Export w/ Annexure- under L/C Yes 6 Packing List – Country of Origin in Packing list/HS Yes Code 7 Cheque Printing w/ forwarding advice Yes 8 Use of globally accepted mercantile names/terms Yes 9 Last Cost and Selling Price Yes 10 Packing Details Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 7
  8. 8. Primary Requirement – Purchase Management Category / Module Major Requirement Explanation Purchase Purchase order Purchase order materials need to be generated in a standard format Management management that will be accepted internationally Last cost and last selling Provision to capture the last cost price and last selling price in the price purchase transaction help in getting the instant information Voucher security Provision to create, alter and view transactions need to be controls so as to avoid any kind of treat or data manipulations. Packing Details Item master have the feasibility to record the packing details. Like the Origin of item and physical dimension, etc.© Tally Solutions Pvt. Ltd. All Rights Reserved 8
  9. 9. Process flow – Purchase management© Tally Solutions Pvt. Ltd. All Rights Reserved 9
  10. 10. Tally.ERP 9 fitment – Purchase Management SL No. Requirement Part of Tally.ERP 9 Part of Solution 1 Purchase Order – International format Yes 2 Receipt Note Yes 3 Purchase Invoice Yes 4 Last Cost and Selling Price Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 10
  11. 11. Tally.ERP 9 fitment – Shipping details SL No. Requirement Part of Tally.ERP 9 Part of Solution 1 Shipper’s letter of instruction for Pick up, B/L or Yes AWBill 2 Insurance details Yes 3 Port of loading Yes 4 Port of discharge Yes 5 Trade terms at origin & destination Yes 6 Master & house B/L number Yes 7 Mode of transport & their details Yes 8 Permit Declaration – Consolidation of HSCode and Yes country of origin© Tally Solutions Pvt. Ltd. All Rights Reserved 11
  12. 12. Tally.ERP 9 fitment – MIS Reports SL No. Requirement Part of Tally.ERP 9 Part of Solution 1 Simplified bank Reconciliation w/ Gridlines Yes 2 GST – in chosen currency (FRS – 21)/ with suitable Yes Local Invoice 3 Stock Summary Report Yes 4 Gridlines in Stock Summary Yes© Tally Solutions Pvt. Ltd. All Rights Reserved 12
  13. 13. Thank You For any queries, write to us : team.ti@tallysolutions.com To find out more, visit : http://www.tallysolutions.com/website/html/solutions/segment-vertical-solutions.php© Tally Solutions Pvt. Ltd. All Rights Reserved 13

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