Tally ERP 9 For Whitegoods Business Tally Solutions
Tally. ERP 9 For Whitegoods Business © Tally Solutions Pvt. Ltd. All Rights Reserved
Agenda • Whitegoods Business -Overview • How Whitegoods Business Operations Structured • Tally. ERP 9 for Whitegoods Business • Business Process Flow • Primary Requirement • Tally. ERP 9 - Fitment © Tally Solutions Pvt. Ltd. All Rights Reserved 2
Whitegoods Business -Overview M AN SA AG LES EM EN E T AS EN CH M R GE PU NA A M T Whitegoods Business Overview MA BR NA AN GE CH ME NT TS T UN EN CO EM AC AG N MA SERVICES MANAGEMENT © Tally Solutions Pvt. Ltd. All Rights Reserved 3
How Whitegoods Business Operations Structured © Tally Solutions Pvt. Ltd. All Rights Reserved 4
Whitegoods Business –Purchase Management Overview M AN SA AG LES EM EN E T AS EN CH M R GE PU NA A M T Whitegoods Business Overview MA BR NA AN GE CH ME NT TS T UN EN CO EM AC AG N MA SERVICES MANAGEMENT © 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 Management Centralized purchase order processing and delivery to outlets Head office places the PO to suppliers and request to deliver the goods directly to outlets/branches. Centralized purchase in HO and transfer to branches and outlets. Head office places the PO to suppliers and request delivery to head office itself. As per the requirement goods will be transferred or issued to branches/outlets. Outlet/Branch address in purchase orders While requesting delivery to multiple outlets/branches to supplier, if the outlet/branch address is printed in PO , it will help the supplier to deliver the goods. Landing cost The landing cost needs to be calculated for arriving profit. There should be a provision to capture landing cost. © Tally Solutions Pvt. Ltd. All Rights Reserved 7
Tally. ERP 9 Fitment- Purchase Management SL No Requirement Tally. ERP 9 Customizable 1 Purchase order generation Yes 2 Goods receipt note Yes 3 Purchase returns handling Yes 4 Purchase invoice Yes 5 Branch/Outlet address in purchase order (Godown) Yes 6 Centralized purchase order processing and delivery to outlets Yes 7 Centralized purchase and transfer to outlets/branch Yes 8 In case of direct delivery of goods from supplier to branch/outlet, goods received and goods returned to supplier should be updated/ synchronized with HO on daily or instant basis. Yes © Tally Solutions Pvt. Ltd. All Rights Reserved 8
Tally. ERP 9 Fitment- Purchase Management SL No 9 Requirement Tally. ERP 9 Bar code printing and scanning Customizable Yes 10 Purchase orders summery (Inventory wise) Yes 11 Re-order level report Yes 12 Purchase register Yes 13 Purchase order book Yes 14 Purchase bill pending report Yes 15 Stock transfer analysis Yes 16 Branch wise purchase report Yes 17 Branch wise purchase return report Yes © Tally Solutions Pvt. Ltd. All Rights Reserved 9
Whitegoods Business –Sales Management Overview M AN SA AG LES EM EN E T AS EN CH M R GE PU NA A M T Whitegoods Business Overview MA BR NA AN GE CH ME NT TS T UN EN CO EM AC AG N MA SERVICES MANAGEMENT © 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 Computerized invoicing (Billing) The introduction of computerized billing has major advantages such as , speed and accuracy of operation, the ability to see the real-time status of company’s sales, inventory, printing of sales invoices and real-time update of customer accounts. Online availability of stock positions in HO/Branch/Outlets This smoothen the sales process. Though the product is not available in one branch/outlet, by checking the stock availability in another outlet/branch, we can confirm the delivery to customer on time. This results customer satisfaction and make the sales cycle smoother. Also information related to delivery of goods need to send to branch/outlet for customer delivery. Gift coupon sales and tracking Gift coupons are sold first, and then the coupon sales recorded in the books. Later date when the gift coupon consumes by the customer, the managing of validity of the coupons and tracking of the coupon against the purchase needs to be handled. © Tally Solutions Pvt. Ltd. All Rights Reserved 12
Primary Requirement-Sales Management Category/ Module Major Requirement Explanation SALES Sales promotion/schemes/ discount Handling & exchange offer Sales promos are implemented by businesses for various reasons. Some of these are to sellout old stock, odd sized items, old-fashioned items, meet seasonal demands for products. The ease of defining simple and sophisticated promos, application of promos in billing, possibility of multiple promos etc. become critical factors. Multiple payment handling Customer can make the payment in multiple mode. They makes the payment by cash, debit/credit cards, coupons, partial payments, post dated cheques etc. Frequent price fluctuation Frequent product price changes is one of the major challenges faced by white goods traders. Daily changes in the prices needs to be reflect while billing. Floor price handling It may require to fix the price on the sales floor on certain parameters for E. g. not more than MRP and less than landing cost. © Tally Solutions Pvt. Ltd. All Rights Reserved 13
Tally. ERP 9 Fitment-Sales Management SL NO Requirements Tally. ERP 9 1 Product handling in multiple brands Yes 2 Product model handling Yes 3 Bar code printing and scanning 4 Product configuration/features Yes 5 MOP (Market Operating price) Yes 6 Price level creation & selling price. Yes 7 Invoicing/billing Yes 8 Cash Sales , credit sales, card Sales, gift coupon sales, EMI sales Yes 9 Invoicing based on MRP Yes 10 Sales return handling Yes 11 Invoicing/Billing inclusive & exclusive of VAT. Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes 14
Tally. ERP 9 Fitment-Sales Management SL NO Requirements Tally. ERP 9 12 Stock query -alternative product availability while billing. Yes 13 Price list Yes 14 Discount sales 15 Multiple payment modes (cash, debit/credit card, cheque, partial payments) Yes 16 Product warranty checking Yes 17 Product serial & IMEI number tracking Yes 18 Gift coupon sales handling Yes 19 Floor price handling Yes 20 Sales register Yes 21 Sales orders book Yes 22 Movement analysis Yes 23 Columnar report (branch/outlet wise) Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes 15
Tally. ERP 9 Fitment-Sales Management SL NO Requirements Tally. ERP 9 24 Ageing analysis Yes 25 Sales bill pending Yes 26 HO/branch/outlet wise daily sales report Yes 27 HO/branch/outlet wise daily sales return report Yes 28 HO/branch/outlet wise fast moving items report Yes 29 HO/branch/outlet stock summery report Yes 30 POS register (multiple payments reports) Yes 31 HO/branch/outlet wise report Yes 32 Daily stock transfer report Yes 33 HO/branch/outlet stock summery Yes 34 Sales man wise sales report © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes 16
Whitegoods Business – Branch Management Overview M AN SA AG LES EM EN E T AS EN CH M R GE PU NA A M T Whitegoods Business Overview MA BR NA AN GE CH ME NT TS T UN EN CO EM AC AG N MA SERVICES MANAGEMENT © Tally Solutions Pvt. Ltd. All Rights Reserved 17
Process Flow-Branch Management © Tally Solutions Pvt. Ltd. All Rights Reserved 18
Primary Requirement-Branch Management Category/ Module Major Requirement Explanation Branch Management Centralized purchase in branch and transfer the goods to outlets Branch purchases the goods and transfers to outlets. This information should be available in HO on daily/real time basis. Centralized purchase order processing from branch and delivery to outlets Branch places the PO to suppliers and request to deliver the goods directly to outlets/branches. Price list updation’s from HO The frequent changes in the price needs to be intimated and made available in all branches. Centralized information flow handling (synchronization with HO & outlets) The day-to-day transactions of branches/outlets should be made available to HO. All the information pertaining to branches/outlets that include PO, GRN, stocks transfer, sales, goods returns, daily collection of cash and necessary reports need to send to HO. Inter branch transfer Handling transfer of goods between branches. Sales promotions & schemes updation's from HO The sales promotions and scheme parameters needs to be updated to branch. © Tally Solutions Pvt. Ltd. All Rights Reserved 19
Tally. ERP 9 Fitment-Branch Management SL NO Requirements Tally. ERP 9 1 Purchase order processing for outlets/branch Yes 2 Purchase returns handling Yes 3 Purchase invoice Yes 4 Landing cost updating (HO to branch and branch to outlets) 5 Availability of stocks in outlets Yes 6 Stock transfers to outlets Yes 7 Billing/Invoicing Yes 8 Multiple payments handling Yes 9 Price list updation from HO and to outlets Yes 10 Sales promotions and schemes updation from HO Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes 20
Tally. ERP 9 Fitment-Branch Management SL NO Requirements Tally. ERP 9 11 Service invoice with service tax Yes 12 Bar code printing and scanning 13 Product warranty checking 14 SMS – after service, goods delivery confirmation through SMS. 15 Daily sales and collections information from outlets (Synchronization) Yes 16 Stock availability in outlets Yes 17 Outlets wise reports Yes 19 Outlet/Branch wise daily collection report Yes 20 Branch transfer report Yes 21 Outstanding receivable and payable Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes Yes 21
Tally. ERP 9 Fitment-Branch Management SL NO Requirements Tally. ERP 9 22 Columnar reports (Outlet wise) Yes 23 P&L account Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable 22
Whitegoods Business – Services Management Overview M AN SA AG LES EM EN E T AS EN CH M R GE PU NA A M T Whitegoods Business Overview MA BR NA AN GE CH ME NT TS T UN EN CO EM AC AG N MA SERVICES MANAGEMENT © Tally Solutions Pvt. Ltd. All Rights Reserved 23
Process Flow- Services Management © Tally Solutions Pvt. Ltd. All Rights Reserved 24
Primary Requirement-Service Management Category/Module Major Requirement Explanation SERVICE MANAGEMENT Warranty tracking Should be able to track the product warranty period. Service invoice with service tax For any services undertaken, you may need to provide service bills to your customers. Also service tax on the services undertaken needs to be charged through the invoice. Product/Parts replacement handling In case of products have manufacturers warranty, the products or parts need to replaced at free of cost and if the product don’t cover warranty the same needs to be replaced at cost. © Tally Solutions Pvt. Ltd. All Rights Reserved 25
Tally. ERP 9 Fitment-Service Management SL NO Requirements Tally. ERP 9 1 Product warranty checking Yes 2 Service call sheet 3 Service invoice with service tax 4 SMS – After service, goods delivery confirmation through SMS. © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes Yes 26
Whitegoods Business –Accounts Overview M AN SA AG LES EM EN E T AS EN CH M R GE PU NA A M T Whitegoods Business Overview MA BR NA AN GE CH ME NT TS T UN EN CO EM AC AG N MA SERVICES MANAGEMENT © Tally Solutions Pvt. Ltd. All Rights Reserved 27
Process Flow- Accounts © Tally Solutions Pvt. Ltd. All Rights Reserved 28
Primary Requirement- Accounts Category/Module Major Requirement Explanation Accounts Day to day transaction updation's from branches/outlets Daily updates from branches and outlets are necessary for smooth functioning of accounts management. Salesmen commission calculation Sales men commission needs to be calculated on various parameters like Floor price, more than MRP etc. Consolidation of branch data at HO. Some of the branches also handle the accounts of their outlets. This information need to be updated with HO accounts on daily basis or periodical basis. Statutory compliance Handling and filing of all statutory Forms compliance of VAT, SERVICE TAX, PF ESI. Payroll Employee database, bonus, commission calculation, etc © Tally Solutions Pvt. Ltd. All Rights Reserved 29
Tally. ERP 9 Fitment-Accounts SL NO Requirements Tally. ERP 9 1 Daily receipts and payments Yes 2 Bank reconciliation Yes 3 Branch/Outlet transfer management Yes 4 Branch/outlet sales& purchase management Yes 5 Multiple payments handling Yes 6 Synchronization with HO-branch-outlets Yes 7 Staff attendance handling Yes 8 Salary payments & pay slips Yes 9 Salesmen commission handling 10 Staff database handling © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable Yes 30
Tally. ERP 9 Fitment-Accounts SL NO Requirements Tally. ERP 9 11 Bonus Yes 12 Incentives management Yes 13 Service Invoice with service tax Yes 14 PF forms Yes 15 VAT forms Yes 16 Post dated cheques realization report Yes 17 Branch/outlet wise payments and receipts Yes 18 Branch/outlet wise sales & purchase Yes 19 Branch/Outlet wise fast moving product Yes 20 Sales man wise sales report Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable 31
Tally. ERP 9 Fitment-Accounts SL NO Requirements 21 Sales promotion and schemes report 22 Daily sales report Yes 23 Daily sales report-item wise Yes 24 Daily sales report-branch wise Yes 25 Daily sales report- item Wise Yes 26 Daily sales report-brand wise Yes 27 Daily sales report- model wise Yes 28 Stock summery report Yes 29 Branch wise stock summery Yes 30 Branch transfer report Yes 31 Outstanding receivable and payable Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Tally. ERP 9 Customizable Yes 32
Tally. ERP 9 Fitment-Accounts SL NO Requirements Tally. ERP 9 32 Trial balance Yes 33 Remote access Yes 34 Profit and loss account Yes 35 Balance sheet Yes 36 Group company Yes 37 Budget Yes 38 Bill wise profitability Yes 39 Reminder letters Yes 40 Multiple payments reports Yes 41 Item wise profitability Yes 42 E-Mail Yes © Tally Solutions Pvt. Ltd. All Rights Reserved Customizable 33
Thank You For any queries please contact : - team. ti@tallysolutions. com © Tally Solutions Pvt. Ltd. All Rights Reserved 34
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