Tally ERP 9 for Transport Management Tally Solutions

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

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

Transport Management –An Overview Transport Management An Overview Truck/Vehicle Management Goods delivery Management © Tally Solutions Pvt. Ltd. All Rights Reserved Accounts/MIS Reports Garage/Stores Management 3

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

Transport Management –Truck/Vehicle Management Transport Management An Overview Truck/Vehicle Management Goods delivery Management © Tally Solutions Pvt. Ltd. All Rights Reserved Accounts/MIS Reports Garage/Stores Management 5

Primary Requirement-Vehicle/Truck Management - Hence Opportunities Category/Module Major Requirement Explanation Vehicle / Truck Management Managing own and hired vehicle Depending on the requirement of consignee, the transport agency will arrange their own vehicle or hired vehicle. Managing own vehicle and hired vehicle information such as, drivers details , hired vehicle details, own vehicle details, vehicle destination management, vehicle wise petrol and diesel consumption, tracking the advance paid to drivers etc. , are very important. Transport company will pay the rent to hired vehicle company against the agreed terms. Manage the vehicle information Creation of vehicle master with the complete information like , vehicle number, owned or hired, owner name, type, engine, chaises no, model no, insurance, permit number, home tax due date etc. © Tally Solutions Pvt. Ltd. All Rights Reserved 6

Tally. ERP 9 Fitment- Vehicle/ Truck Management SL NO Requirement 1 Vehicle master creation Yes 2 Manage vehicle database Yes 3 Manage road tax information Yes 4 Manage home tax information Yes 5 Track the vehicle with vehicle number Yes 6 Consignee master creation Yes 7 Vehicle owner name (Hired) Yes 8 Vehicle type details Yes 9 Vehicle engine and chaises no information Yes 10 Vehicle model details Yes 11 Vehicle database Yes 12 Drivers master creation Yes 13 Drivers database management Yes 14 Transporters database management Yes 15 Area-wise consignee management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration 7

Transport Management –Goods Delivery Management Transport Management An Overview Truck/Vehicle Management Goods delivery Management © Tally Solutions Pvt. Ltd. All Rights Reserved Accounts/MIS Reports Garage/Stores Management 8

Process Flow- Goods Delivery Management © Tally Solutions Pvt. Ltd. All Rights Reserved 9

Primary Requirement- Goods Delivery Management- Hence Opportunities Category/Mod ule Major Requirement Explanation Goods Delivery Management Lorry receipt (LR) LR generation is the major requirement for the transporter. The LR should contain the complete information like truck/vehicle number, driver name, DL number, truck in date and time, out time, destination, ICDN (invoice cum delivery number), W. B (weigh bridge) information, name of the item, quantity, rate, advance amount paid to driver, etc. Log sheet management Against each Lorry receipt (LR) , the transporter will have to update the log sheet which contains petrol quantity consumed , IOC (Indian Oil Corporation) cost, other expenses like extra diesel filled by the driver, oil/ grease cost, toll tax , amount paid to RTO/PC, miscellaneous expenses, repairs, running KM etc. © Tally Solutions Pvt. Ltd. All Rights Reserved 10

Tally. ERP 9 Fitment- Goods Delivery Management SL NO Requirement 1 Manage drivers database Yes 2 Generate the delivery order Yes 3 Generate the lorry receipt (LR) Yes 4 Manage the destinations masters Yes 5 Create different price levels (Associations, Markets) 6 LR summary Yes 7 Pending delivery order report Yes 8 Driver-wise productivity analysis Yes 9 Sales order management 10 Log sheet management Yes 11 Fuel consumption management Yes 12 Vehicle-wise analysis Yes 13 Consignee-wise analysis Yes 14 Drivers wages management Yes 15 Manage the conveyance expenses Yes 16 Display rate and balance amount in fright memo © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration Yes Yes Contd. . 11

Tally. ERP 9 Fitment- Goods Delivery Management SL NO Requirement Tally. ERP 9 17 Invoice cancellation Yes 18 Multiple destination delivery management Yes 19 Vehicle-wise performance report Yes 20 Quotation/ Proposal generation Yes 21 Specify number and kind of packages Yes 22 Manage the toll charges Yes 23 Manage the other delivery expenses Yes 24 Generate proposals Yes 25 Convert the proposals to orders and invoice Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration 12

Transport Management –Garage/Stores Management Transport Management An Overview Truck/Vehicle Management Goods delivery Management © Tally Solutions Pvt. Ltd. All Rights Reserved Accounts/MIS Reports Garage/Stores Management 13

Primary Requirement- Garage/Stores Management - Hence Opportunities Category/Mod ule Major Requirement Explanation Garage/ Stores Management Inventory Management The company will have to maintain a separate register for managing the inventory for the vehicles. This includes the tyre purchase and issue, spare parts purchases, oil purchases and issue etc. Also, need to keep a track on retread tyre and usage, scraped tyre, spare sales etc. Tyre register The tyre register should contain the complete information related to the tyre. For example the tyre number, tyre make, tyre type, tyre company, name of vendor, bill no, bill date, bill value, date of Mfg. , issued to truck number, issued date, opening KM, closing KM, Total KM, date of removal, date of retreading, date of scrap, scrap value etc. © Tally Solutions Pvt. Ltd. All Rights Reserved 14

Tally. ERP 9 Fitment- Garage/ Stores Management SL NO Requirement Tally. ERP 9 1 Supplier database management Yes 2 Categorization of suppliers Yes 3 Tyre master creation Yes 4 Other spare parts master creation Yes 5 Lubricant master creation Yes 6 Purchase of tyre Yes 7 Tyre retreading management Yes 8 Purchase of other spare parts and lubricants Yes 9 Allotment of tyre and other spare parts to vehicles Yes 10 Transfer of tyre and spare parts to different branches Yes 11 Scraped tyre management Yes 12 Store register Yes 13 Tyre register Yes 14 Purchase orders Yes 15 Re-order status Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration Contd. . 15

Tally. ERP 9 Fitment- Garage/ Stores Management SL NO Requirement Tally. ERP 9 16 Third party stock item in hand information Yes 17 Stock at third party location information Yes 18 Stock summary Yes 19 Godown management Yes 20 Item movement analysis Yes 21 Purchases bill pending Yes 22 Purchase orders pending Yes 23 Physical stock register Yes 24 Vehicle repair cost management Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration 16

Transport Management –Accounts/ MIS Reports Transport Management An Overview Truck/Vehicle Management Goods delivery Management © Tally Solutions Pvt. Ltd. All Rights Reserved Accounts/MIS Reports Garage/Stores Management 17

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement Tally. ERP 9 1 Generate Invoice Yes 2 Generate purchase orders Yes 3 Enable cheque printing Yes 4 Bank reconciliation Yes 5 Receipts and payments Yes 6 Reminder letters Yes 7 Confirmation of accounts Yes 8 Outstanding receivable Yes 9 Outstanding payables Yes 10 Profit and loss account Yes 11 Balance sheet Yes 12 Statutory compliances Yes 13 Payroll management Yes 14 Trial balance Yes 15 Cash/ bank books Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration 18

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement Tally. ERP 9 16 Group summary Yes 17 Area-wise group summary Yes 18 Sales register Yes 19 Purchase register Yes 20 Stock transfer register Yes 21 Movement analysis Yes 22 Sales order outstanding report Yes 23 Cash/fund flow Yes 24 Overdue receivables report Yes 25 Overdue payable report Yes 26 Post dated cheques Yes 27 LR summary Yes 28 Truck-destination wise analysis Yes 29 Truck-wise analysis Yes 30 Consignee-wise analysis Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customisation/ Integration 19

Tally. ERP 9 Fitment- Accounts & MIS Reports SL NO Requirement 31 Driver-wise analysis Yes 32 Store register Yes 33 Tyre register Yes 34 Spares and oil register Yes 35 Driver log sheet Yes 36 Trip-wise performance report Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customisation/ Integration 20

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