Tally.ERP 9 for whitegoods business

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

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How Whitegoods Business Operations Structured


Whitegoods Business –Purchase Management Overview

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Process Flow-Purchase Management


Primary Requirement-Purchase Management
Category/Module Major Requirement Explanation

Purchase Centralized purchase order Head office places the PO to suppliers
Management processing and delivery to and request to deliver the goods
outlets directly to outlets/branches.

Centralized purchase in HO Head office places the PO to suppliers
and transfer to branches and and request delivery to head office
outlets. itself. As per the requirement goods
will be transferred or issued to
branches/outlets .
Outlet/Branch address in While requesting delivery to multiple
purchase orders 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.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 Yes
(Godown)

6 Centralized purchase order processing and Yes
delivery to outlets

7 Centralized purchase and transfer to Yes
outlets/branch

8 In case of direct delivery of goods from supplier Yes
to branch/outlet, goods received and goods
returned to supplier should be updated/
synchronized with HO on daily or instant basis.

Tally.ERP 9 Fitment- Purchase Management
SL No Requirement Tally.ERP 9 Customizable

9 Bar code printing and scanning 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


Whitegoods Business –Sales Management Overview

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Process Flow-Sales Management


Primary Requirement-Sales Management
Category/ Major Requirement Explanation
Module
SALES Computerized The introduction of computerized billing has major
invoicing (Billing) 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 This smoothen the sales process. Though the product is
stock positions in not available in one branch/outlet, by checking the stock
HO/Branch/Outlets 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 Gift coupons are sold first, and then the coupon
tracking 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.


Primary Requirement-Sales Management
Module
SALES Sales Sales promos are implemented by businesses for various
promotion/schemes/ reasons. Some of these are to sellout old stock, odd
discount Handling & sized
exchange offer 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 Customer can make the payment in multiple mode. They
handling makes the payment by cash, debit/credit cards, coupons,
partial payments, post dated cheques etc.
Frequent price Frequent product price changes is one of the major
fluctuation 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.ERP 9 Fitment-Sales Management
SL Requirements Tally.ERP 9 Customizable
NO
1 Product handling in multiple brands Yes

2 Product model handling Yes

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, Yes
gift coupon sales, EMI sales
9 Invoicing based on MRP Yes

10 Sales return handling Yes

11 Invoicing/Billing inclusive & exclusive Yes
of VAT.


NO
12 Stock query -alternative product availability Yes
while billing.
13 Price list Yes
14 Discount sales Yes
15 Multiple payment modes (cash, debit/credit Yes
card, cheque, partial payments)

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


NO
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 Yes
report

28 HO/branch/outlet wise fast moving items Yes
report
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 Yes


Whitegoods Business – Branch Management Overview

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Process Flow-Branch Management


Primary Requirement-Branch Management
Module
Branch Centralized purchase in Branch purchases the goods and transfers to
Management branch and transfer the goods outlets. This information should be available in
to outlets HO on daily/real time basis.
Centralized purchase order Branch places the PO to suppliers and request to
processing from branch and deliver the goods directly to outlets/branches.
delivery to outlets
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 The day-to-day transactions of branches/outlets
handling (synchronization should be made available to HO. All the
with HO & outlets) 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 The sales promotions and scheme parameters
updation's from HO needs to be updated to branch.

Tally.ERP 9 Fitment-Branch Management
NO

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 Yes
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 Yes
HO

NO

11 Service invoice with service tax Yes



14 SMS – after service, goods delivery Yes
confirmation through SMS.

15 Daily sales and collections information from Yes
outlets (Synchronization)
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


NO

22 Columnar reports (Outlet wise) Yes

23 P&L account Yes


Whitegoods Business – Services Management Overview

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Process Flow- Services Management


Primary Requirement-Service Management

SERVICE Warranty tracking Should be able to track the product
MANAGEMENT warranty period.

Service invoice with For any services undertaken, you may need
service tax to provide service bills to your customers.
Also service tax on the services undertaken
needs to be charged through the invoice.

Product/Parts In case of products have manufacturers
replacement handling 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.ERP 9 Fitment-Service Management

NO


2 Service call sheet Yes

3 Service invoice with service tax Yes

4 SMS – After service, goods Yes
delivery confirmation through
SMS.


Whitegoods Business –Accounts Overview

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Process Flow- Accounts


Primary Requirement- Accounts

Accounts Day to day transaction Daily updates from branches and outlets
updation's from are necessary for smooth functioning of
branches/outlets accounts management.

Salesmen commission Sales men commission needs to be
calculation calculated on various parameters like
Floor price, more than MRP etc.

Consolidation of branch Some of the branches also handle the
data at HO. 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.ERP 9 Fitment-Accounts
NO

1 Daily receipts and payments Yes

2 Bank reconciliation Yes

3 Branch/Outlet transfer management Yes

4 Branch/outlet sales& purchase Yes
management
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 Yes

10 Staff database handling Yes


NO

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 Yes
receipts
18 Branch/outlet wise sales & purchase Yes

19 Branch/Outlet wise fast moving product Yes

20 Sales man wise sales report Yes


NO
21 Sales promotion and schemes report Yes

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


NO
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


Thank You

For any queries please contact :- team.ti@tallysolutions.com


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