Tally ERP 9 for Hotel Management Tally Solutions

Agenda • Hotel Management –An Overview • How Hotel Management Operations are Structured •

Hotel Management –An Overview HOSPITALITY OR ST IS M & G N S TI

How Hotel Management Operations are Structured © Tally Solutions Pvt. Ltd. All Rights Reserved

How Hotel Management Operations are Structured HOSPITALITY Hotel Management An Overview ES AS RC

Hotel Management- Hospitality -An Overview FRONT OFFICE Hotel Management An Overview N T BA

Process Flow- Front Office- Room Enquiry and Reservation © Tally Solutions Pvt. Ltd. All

Process Flow- Front Office- Room Check-In and Check-Out © Tally Solutions Pvt. Ltd. All

Primary Requirement- Front Office-Hence Opportunities Category/Module Major Requirement Explanation Front Office Room Enquiry and

Tally. ERP 9 Fitment- Front Office SL NO Requirement 1 Room setup and labeling

Tally. ERP 9 Fitment- Front Office SL NO Requirement 15 Guests- room check in

Tally. ERP 9 Fitment- Front Office SL NO Requirement Tally. ERP 9 31 Telephone

Process Flow- Bar/ Restaurant © Tally Solutions Pvt. Ltd. All Rights Reserved 14

Primary Requirement- Bar / Restaurant- Hence Opportunities Category/ Module Major Requirement Explanation Bar/ Restaurant

Tally. ERP 9 Fitment- Bar / Restaurant SL NO Requirement 1 Setup table masters

Tally. ERP 9 Fitment- Bar / Restaurant SL NO Requirement 16 Cash summary (Cards/Cash)

Tally. ERP 9 Fitment- Banquet/Conference Hall SL NO Requirement 1 Hall reservation 2 Corporate

How Hotel Management Operations are Structured HOSPITALITY © Tally Solutions Pvt. Ltd. All Rights

Process Flow- Stores/Purchases © Tally Solutions Pvt. Ltd. All Rights Reserved 21

Primary Requirement-Stores/Purchases- Hence Opportunities Category/ Module Major Requirement Explanation Stores/ Purchases of Inventory (department

Tally. ERP 9 Fitment- Stores/Purchases SL NO Requirement Tally. ERP 9 1 Item master

How Hotel Management Operations are Structured HOSPITALITY IS © Tally Solutions Pvt. Ltd. All

Process Flow- Accounts & MIS Reports © Tally Solutions Pvt. Ltd. All Rights Reserved

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement Tally. ERP 9

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement 15 Room register

Thank You For any queries please contact : - ti@tallysolutions. com Visit : www.

Slides: 28

Download presentation

Agenda • Hotel Management –An Overview • How Hotel Management Operations are Structured • Tally. ERP 9 for Hotel Management • Business Process Flow • Primary Requirement- Hence Opportunity • Tally. ERP 9 - Fitment © Tally Solutions Pvt. Ltd. All Rights Reserved 2

Primary Requirement- Front Office-Hence Opportunities Category/Module Major Requirement Explanation Front Office Room Enquiry and Reservation Management Rooms enquiry and reservation are the major requirements for this industry. Handling the guest’ room enquiries via email, website, walk -ins and through agents are very crucial. At any point of time, the reception should have the complete information of empty rooms and occupied rooms. Bill settlement (Invoice) While preparing the bill, reception needs to consider the different services availed by the guests. All these services need to add to the bill. The final bill should also contain the luxury tax and service tax information. C-Form The lodges, will have to submit the ‘foreigners’ information to the respective police station. The guests’ details has to be submitted in a prescribed form called C-Form. The C-Form contains the country, passport and visa details etc. , of the guests. © Tally Solutions Pvt. Ltd. All Rights Reserved 9

Tally. ERP 9 Fitment- Front Office SL NO Requirement 1 Room setup and labeling of rooms (Ac, Non-Ac, Deluxe etc. ) 2 Setup service tax 3 Setup the Luxury tax Yes 4 Check room availability Yes 5 Advance room booking Yes 6 Capture the guests purpose of visit Yes 7 Guests-ledger formation for room booking Yes 8 Origin information of guests- Country, Nationality, Passport No, Foreigners details etc. ) Yes 9 Reservation remarks Yes 10 Special discount setup for corporates Yes 11 Book rooms with approximate check-in and check-out date Yes 12 Manage user restriction Yes 13 Different modes of payments -Debit/Credit card, Gift voucher, Cash etc. Yes 14 Setup the room tariff Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes Contd. . 10

Tally. ERP 9 Fitment- Front Office SL NO Requirement 15 Guests- room check in time and date 16 Guests- advance collection and issue receipt 17 Guests- registration card 19 Guests- room allotment Yes 20 Generate room bill Yes 21 Room service bill Yes 22 Laundry service bill Yes 23 Check-In report Yes 24 Print Check -Out bill (Invoice) Yes 25 Calculate luxury tax Yes 26 Calculate service tax Yes 27 Setup for discount masters Yes 28 C-Form Yes Additional bed requirement Yes 29 30 Commission charges for agents © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes Yes Contd. . 11

Tally. ERP 9 Fitment- Front Office SL NO Requirement Tally. ERP 9 31 Telephone charges (intercom telephone charges) Yes 32 Other maintenance expenses management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration 12

Primary Requirement- Bar / Restaurant- Hence Opportunities Category/ Module Major Requirement Explanation Bar/ Restaurant Kitchen Order Ticket (KOT) Preparation of KOT is very important for Bar / Restaurant. Each order from guest will be treated as single KOT. All the KOT will be send for final billing. Therefore handling of KOT is one of the major requirement. Billing KOT needs to be converted into final bill along with the waiter’s details and deliver to the guest. The guests will have the flexibility to make the payment immediately or he can add the bill to his room bill. Multiple payment Modes Guests can make the payment in multiple modes. The restaurant should have the flexibility to handle the same. The payment modes could be cash /debit/credit cards etc. Waiter wise KOT details Each KOT should contain the waiter name and table details. © Tally Solutions Pvt. Ltd. All Rights Reserved 15

Tally. ERP 9 Fitment- Bar / Restaurant SL NO Requirement 1 Setup table masters 2 Setup item masters 3 Setup complementary item masters 4 Manage item pricing 5 Manage KOTs Yes 6 Generate automatic KOT number Yes 7 Print KOT Yes 8 Generate bill Yes 9 Calculate service tax Yes 10 Calculate VAT Yes 11 Enable user-wise billing Yes 12 Restaurant register Yes 13 Empty table list Yes 14 Cash receipts Yes 15 Multiple modes of payments (Cash/Cards/Coupon) Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes Yes Contd. . 16

Tally. ERP 9 Fitment- Bar / Restaurant SL NO Requirement 16 Cash summary (Cards/Cash) Yes 17 Pending KOT details Yes 18 Table timing details Yes 19 Tables reservation Yes 20 Transfer bill to room Yes 21 Calculate service tax and VAT 22 Table reservation 23 Manage weekend offers (price levels) © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes 17

Tally. ERP 9 Fitment- Banquet/Conference Hall SL NO Requirement 1 Hall reservation 2 Corporate price levels 3 Banquet hall bill generation Yes 4 Banquet hall register Yes 5 Bill settlement Yes 6 Hall other expenses management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes Contd. . 19

Primary Requirement-Stores/Purchases- Hence Opportunities Category/ Module Major Requirement Explanation Stores/ Purchases of Inventory (department Wise) Inventory handling is another major requirement for hotels. Each department will have different requirement of items. Preparation of purchase order or indent, multiple supplier management, preparation of GRN and purchase Invoice are very important. © Tally Solutions Pvt. Ltd. All Rights Reserved 22

Tally. ERP 9 Fitment- Stores/Purchases SL NO Requirement Tally. ERP 9 1 Item master creation Yes 2 Purchase order/Indent generation 3 Goods receipt note Yes 4 Purchase returns Yes 5 Re-order levels Yes 6 Physical stock entry Yes 7 Re-order level status report Yes 8 Physical stock register Yes 9 Inventory report Yes 10 Purchase order book Yes 11 Stock transfer report- Department-wise Yes 12 Purchase order outstanding report Yes 13 Negative stock report Yes 14 Monthly sales analysis report Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration Yes Contd. . 23

How Hotel Management Operations are Structured HOSPITALITY IS © Tally Solutions Pvt. Ltd. All Rights Reserved RC H PU RE S/ ST O M & G N TS TI R N O U P O RE C C A AS E S Hotel Management An Overview 24

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement Tally. ERP 9 1 Receipts and payments Yes 2 Room bill settlement 3 Multiple payment modes Yes 4 Bank reconciliation Yes 5 Bank challan preparation and printing Yes 6 P&L Account Yes 7 Cash and Bank summary Yes 8 Cheque printing Yes 9 Statutory compliances Yes 10 Luxury tax form IV 11 Outstanding receivable and payable 12 Occupied room details Yes 13 Room reservation report Yes 14 Empty room report Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration Yes Yes 26

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement 15 Room register Yes 16 Billed and settled party report Yes 17 Complementary report Yes 18 Advanced room booking register Yes 19 Current guest list Yes 20 Department –wise profit report Yes 21 Department-wise collection report Yes 22 Group company Yes 23 Manage your outlets Yes 24 Payroll Yes 25 Integrate with third party applications 26 Tracking monthly maintenance cost © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes 27