Tally ERP 9 For Petrol Bunks Tally Solutions

Agenda • Petrol Bunk Solution -Overview • How Petrol Bunk Operations Structured • Tally. ERP 9 For Petrol Bunk • Business Process Flow • Primary Requirement • Tally. ERP 9 - Fitment © Tally Solutions Pvt. Ltd. All Rights Reserved 2

Petrol Bunk Solution -Overview SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © Tally Solutions Pvt. Ltd. All Rights Reserved 3

How Petrol Bunk Business Operations Structured © Tally Solutions Pvt. Ltd. All Rights Reserved

Petrol Bunk Solution – Purchase Management SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © 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 order The purchase order for petrol/diesel is placed through Dealer Management System. Tracking of these PO and the delivery against the PO is very important. Density check Supplier would be mentioning the density of petrol/diesel(quality ) of the product while delivering. Once the petrol bunk receives the petrol/diesel , they would validate the product density and based on the density of the product, they categorise them as unleaded, super etc. and fill in to tanks. © Tally Solutions Pvt. Ltd. All Rights Reserved 7

Tally. ERP 9 Fitment- Purchase Management SL NO Requirement Tally. ERP 9 1 Purchase order for petrol and diesel Yes 2 Purchase invoice for petrol/diesel Yes 3 Supplier information for petrol/diesel purchase Yes 4 Petrol tank creation –allocation & capacity information Yes 5 Nozzle creation Yes 6 Opening meter reading Yes 7 Outstanding payables Yes 8 Purchase invoice generation Yes 9 Supplier current balance in purchase invoice Yes 10 Cheque printing Yes 11 Purchase register Yes 12 Purchase bill pending report Yes 13 ‘Confirmation of accounts’ to suppliers Yes 14 Purchase order summary Yes 15 Purchases summary Yes 16 Density checks and categorization © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration Yes 8

Tally. ERP 9 Fitment- Purchase Management SL NO Requirement Tally. ERP 9 17 Purchase bill pending report Yes 18 Outstanding payments Yes 19 Payment advice to banks Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration 9

Petrol Bunk Solution – Sales Management SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © 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/ Module Major Requirement Explanation SALES Daily sales register(DSR) The daily sales report should contain the opening (morning) and closing(evening) meter readings of nozzles, cash sales, credit sales, total sales amount and current stock in each tank. Some of the suppliers ask the daily sales report in a specific format (Depends on supplier). Price fluctuation management Managing of frequent price fluctuations is a major requirement in petrol bunks. Based on the change in price, they will have to make necessary changes in the nozzles to take an immediate effect. © Tally Solutions Pvt. Ltd. All Rights Reserved 12

Tally. ERP 9 fitment- Sales Management SL NO Requirement Tally. ERP 9 1 Cash sales Yes 2 Credit sales Yes 3 Meter reading entry Yes 4 Nozzle balance information Yes 5 Daily meter reading entry Yes 6 Petro cards handling Yes 7 Vehicle information in sales invoice Yes 8 Daily credit sales report Yes 9 Daily stock report Yes 10 Daily cash report Yes 11 Stock summary report Yes 12 Opening meter reading Yes 13 Closing meter reading Yes 14 Bill generation for credit sales Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration Contd. . 13

Tally. ERP 9 fitment- Sales Management SL NO Requirement Tally. ERP 9 15 Standard selling price (Handling of price fluctuation) Yes 16 Petrol tank information in bill 17 Physical stock register Yes 18 Credit limits for parties Yes 19 Credit/ debit card sales Yes 20 Sales bill pending report Yes 21 Reminder letters Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration Yes 14

Petrol Bunk Solution – Lubricants Management SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © Tally Solutions Pvt. Ltd. All Rights Reserved 15

Process Flow-Lubricants Management © Tally Solutions Pvt. Ltd. All Rights Reserved 16

Primary Requirement- Lubricant Management Category /Module Major Requirement Explanation Brand management Petrol bunks deals with different brands of Lubricants. Based on the fast and slow moving brands, management take action to deal with product. Also the availability of stock report (brandwise ) is also important. © Tally Solutions Pvt. Ltd. All Rights Reserved 17

Tally. ERP 9 Fitment- Lubricants Management SL NO Requirement Tally. ERP 9 1 Purchase order for lubricants Yes 2 Purchases of lubricants Yes 3 Sales of lubricants Yes 4 Stock summary Yes 5 Lubricant category creation Yes 6 Stock category report Yes 7 Fast and slow moving items Yes 8 Stock item profit report Yes 9 Brand management Yes 10 Multiple units handling Yes 11 Price level creation Yes 12 Re-order level creation Yes 13 Re-order status Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration 18

Tally. ERP 9 Fitment- Lubricants Management SL NO Requirement Tally. ERP 9 14 Product brand wise report Yes 15 Purchase order summary Yes 16 Sales register Yes 17 Purchase register Yes 18 Bar code printing and scanning © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration Yes 19

Petrol Bunk Solution – Supermarket Management SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © Tally Solutions Pvt. Ltd. All Rights Reserved 20

Process Flow- Supermarket Management © Tally Solutions Pvt. Ltd. All Rights Reserved 21

Primary Requirement- Supermarket Management Category /Module Major Requirement Explanation Inventory/stock management along with billing Management of the purchases and sales of inventories are very important. These inventories include snacks, cool drinks, water bottles, coffee, tea, biscuits etc. Since these super markets are also a revenue generating department, the management of these inventories are also important. © Tally Solutions Pvt. Ltd. All Rights Reserved 22

Tally. ERP 9 Fitment- Supermarket Management SL NO Requirement Tally. ERP 9 1 Purchase order generation Yes 2 Goods receipt note Yes 3 Purchase invoice Yes 4 Bar code printing and scanning Yes 5 Purchase orders summery (Inventory wise) Yes 6 Re-order level report Yes 7 Purchase register Yes 8 Purchase order book Yes 9 Purchase bill pending report Yes 10 Stock transfer analysis Yes 11 Cash sales , credit sales, card sales Yes 12 Price list Yes 13 Sales register Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration 23

Tally. ERP 9 Fitment- Supermarket Management SL NO Requirement Tally. ERP 9 14 Sales orders book Yes 15 Movement analysis Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration 24

Petrol Bunk Solution – Accounts & Statutory SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © Tally Solutions Pvt. Ltd. All Rights Reserved 25

Tally. ERP 9 Fitment- Accounts & Statutory SL NO Requirement Tally. ERP 9 1 Receipts and payments Yes 2 Cash and bank books Yes 3 Bank reconciliation Yes 4 Physical stock register management Yes 5 Trial balance Yes 6 Profit and loss account Yes 7 Balance sheet Yes 8 Outstanding receivables Yes 9 Outstanding payables Yes 10 Deposit slips Yes 11 Sales register Yes 12 Purchase register Yes 13 VAT Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration 26

Tally. ERP 9 Fitment- Accounts & Statutory SL NO Requirement Tally. ERP 9 14 Service tax Yes 15 Overdue receivables Yes 16 Overdue payables Yes 17 Confirmation of accounts Yes 18 Reminder letters Yes 16 Post dated cheque management Yes 17 TDS Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisable/ Integration 27

Petrol Bunk Solution – MIS Reports SALES MANAGEMENT E T AS EN CH EM R G PU NA A M L MA UBR NA ICA GE NT ME S NT Petrol Bunk Solution Overview EP R IS SU M PER AN AG MA EM RK EN ET T M TS OR ACCOUNTS & STATUTORY © Tally Solutions Pvt. Ltd. All Rights Reserved 28

Tally. ERP 9 Fitment-MIS Reports SL NO Requirement 1 Daily cash sales report Yes 2 Vehicle wise report Yes 3 Transporter wise report Yes 4 Petrol tank wise report Yes 5 Petrol tank- opening and closing report Yes 6 Daily credit sales report with vehicle information Yes 7 Daily stock report Yes 8 Product wise sales report 9 Daily collection report © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisable/ Integration Yes 29