Tally ERP 9 for Jewellery Management Solution Tally

Tally. ERP 9 for Jewellery Management Solution © Tally Solutions Pvt. Ltd. All Rights Reserved

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

Jewellery Management Solution –An Overview Stock Management MIS reports Jewellery Solution An Overview Goldsmith Management Finance Management © Tally Solutions Pvt. Ltd. All Rights Reserved 3

How Jewellery Management Operations are Structured? © Tally Solutions Pvt. Ltd. All Rights Reserved 4

Jewellery Management Solution –Stock Management MIS reports Jewellery Solution An Overview Goldsmith Management Finance Management © Tally Solutions Pvt. Ltd. All Rights Reserved 5

Primary Requirement- Stock Management- Purchase Category/Module Major Requirement Explanation Purchases from unregistered dealers Most cases, the gold will be purchased from unregistered dealers. © Tally Solutions Pvt. Ltd. All Rights Reserved 6

Primary Requirement- Stock Management- Sales Category/Module Major Requirement Explanation Sales Manage daily price fluctuations Managing the daily price fluctuation is very important for the retailers. There are chances that the prices may vary multiple times in a single day. Manage estimates and quotations Estimates /quotations should be prepared before sales, sales orders, and old gold purchases. If customer confirms the estimates then it should be converted to invoice. Estimates which are not confirmed by the customer, can be removed from the system. Manage salesman commission In each sales, multiple sales representative are involved. When they finalize one customer enquiry (order/sales), sale commission has to be accounted and to be added to salary Custom ornament orders Complete customer order details should be recorded before transferring to goldsmith. Booking of in-stock ornaments, booking with alterations, processing order based on samples need to be handled appropriately. Entire chain from order-to-goldsmith up to delivery-to- customer should be handled. © Tally Solutions Pvt. Ltd. All Rights Reserved 7

Process Flow- Stock Management- Sales © Tally Solutions Pvt. Ltd. All Rights Reserved 8

Tally. ERP 9 Fitment- Stock Management SL NO Requirement Present in Tally. ERP 9 1 Jewellery master creation Yes 2 Multiple ornament group creation Yes 3 Multiple stock categorization (22 /24 carat, wedding collection etc. ) Yes 4 Batch management Yes 5 Price level creation Yes 6 Standard selling rates Yes 7 Manage opening balances Yes 8 Multiple units of measures Yes 9 Purchase order Yes 10 Goods receipt note Yes 11 Purchase invoice Yes 12 Jewellery sales order Yes 13 Estimates and quotations Yes 14 Jewellery sales invoice Yes 15 Salesman details Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Solution Contd. . 9

Tally. ERP 9 Fitment- Stock Management SL NO Requirement Present in Tally. ERP 9 16 Sales order tracking in invoice Yes 17 Item rate based on bill date or order date Yes 19 Item gross weight details Yes 20 Total item charges details (like making charges, stone charges, VAT etc. ) Yes 21 Receipt (advance) details Yes 22 Print receipt (advance) details Yes 23 Manage multiple modes of payments in sales invoice Yes 24 Print sales invoice with complete information Yes 25 Ornaments inward management Yes 26 Manage net weight Yes 27 Stock item monthly summary Yes 28 Batch report Yes 29 Sales order book Yes 30 Manage stock transfers to branches Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Solution Contd. . 10

Tally. ERP 9 Fitment- Stock Management SL NO Requirement Present in Tally. ERP 9 31 Movement analysis Yes 32 Stock category report Yes 33 Sales order outstanding reports Yes 34 Purchase bill pending report Yes 35 Sales register Yes 36 Purchase register Yes 37 Sales man commission calculation Yes 38 Sales commission report Yes 39 Purchase order outstanding 40 Bar code scanning Yes 41 Bar code printing Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Solution Yes Contd. . 11

Jewellery Management Solution – Goldsmith Management Stock Management MIS reports Jewellery Solution An Overview Goldsmith Management Finance Management © Tally Solutions Pvt. Ltd. All Rights Reserved 12

Primary Requirement- Goldsmith Management Category/Module Major Requirement Explanation Goldsmith Management Issues and receipts Goldsmith issues and receipts need to be recorded with samples drawings if any. The pending jobs with goldsmith, work to be given to goldsmith, labour charges and delivery schedule reports are very important. © Tally Solutions Pvt. Ltd. All Rights Reserved 13

Tally. ERP 9 Fitment- Goldsmith Management SL NO Requirement 1 Goldsmith database management 2 Our-stock-with-goldsmith Yes 3 Find third party stock with us Yes 4 Multiple goldsmith management Yes 5 Stock transfer to goldsmith Yes 6 Goldsmith-wise pending order report Yes 7 Goldsmith-wise sales order report Yes 8 Stock receipt from goldsmith to showroom Yes 9 Goldsmith-wise order pending report Yes 10 Goldsmith commission or wages management Yes 11 Wastage management Yes 12 Goldsmith-wise stock report Yes 13 Delivery schedule report Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Tally. ERP 9 Present in Solution Yes 14

Jewellery Management Solution – Finance Management Stock Management MIS reports Jewellery Solution An Overview Goldsmith Management Finance Management © Tally Solutions Pvt. Ltd. All Rights Reserved 15

Tally. ERP 9 Fitment- Finance Management SL NO Requirement 1 Manage counter-wise billing 2 Invoice Yes 3 Cash and bank books Yes 4 Receipts and payments Yes 5 Bank reconciliation Yes 6 Cheque printing Yes 7 Multiple modes of payment Yes 8 Calculate item wise profit Yes 9 Manage invoice wise profit Yes 10 Calculate sales order wise profit Yes 11 Manage outstanding Yes 12 Payroll Yes 13 Balance sheet Yes 14 Profit and loss account Yes 15 Statutory compliance Yes 16 Branch management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Tally. ERP 9 Present in Solution Yes Contd. . 16

Tally. ERP 9 Fitment- Finance Management SL NO Requirement Present in Tally. ERP 9 17 Data synchronization between branches Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Solution Contd. . 17

Jewellery(Retail)Management Solution – MIS Reports Stock Management MIS reports Jewellery Solution An Overview Goldsmith Management Finance Management © Tally Solutions Pvt. Ltd. All Rights Reserved 18

Tally. ERP 9 Fitment- MIS Reports SL NO Requirement 1 Goldsmith-wise stock report Yes 2 Sales man- wise commission report Yes 3 Stock summary 4 Summary of old gold receipt 5 Purchase register Yes 6 Sales register Yes 7 Order-wise outstanding report 8 Receipts and payment report 9 Stock transfer report 10 Daily sales report Yes 11 Daily purchase report Yes 12 Daily gold price report © Tally Solutions Pvt. Ltd. All Rights Reserved Present in Tally. ERP 9 Present in Solution Yes Yes Yes 19

Thank You For any queries, write to us : 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 20