Tally.ERP 9 For Distributors and Retailers

Tally.ERP 9 For

Distributors and Retailers

Presented by New Access Technologies., Bangalore

©New Access Technologies., All rights are reserved.


About Us

New Access Technologies is a business software applications management company, entirely focused in providing solutions and services on Tally.ERP 9 technologies addressing business critical needs of small, medium and large enterprises.-Implemented 50+ end-to-end enterprise solutions on Tally.ERP 9-Highly experienced technical teams working on Tally Definition Language (TDL), .NET, C#, VB, Oracle, SQL Server, Java, Java Script, XML, HTML, XSLT, Web Services-Direct presence in Bangalore.


Agenda

• Overview of Enhanced Sales & Distribution Solution

• Operations by a Distributor

• Tally.ERP 9 for Enhanced Sales & Distribution Solution

• Primary Requirement

• Tally.ERP 9 – Fitment


Enhanced Sales & Distribution Business – An Overview

SALES MANAGEMENT

SCHEMATIC REPRESENTATION OF ENHANCED SALES & MARKETING MODULE ON TALLY.ERP 9

Salesman reports

MIS REPORTS

Manager reports

CEO DASHBOARD

· Credit management

· Income management

· Employee payroll & cost tracking

· Accounts payable

· Statement of accounts

· Outstanding reports

· Cash flow and fund flows

· Security and user access

· Remote connectivity

· TDS, Income tax

· VAT

· Accounts receivable

· Customized details of

- Salesman

- Sales manager

- Area

- Customer

- Stock item

· Voucher generation with

- Area details

- Salesman details

· Direct updates on

- Bank balance

- Cash balance

· Stock value details

· Outstanding details

· Top 3 cost center details

· Top 5 customers

- Sales wise

- Outstanding wise

· Top 5 products sales

- Volume wise

- Value wise

· Daily total sales order

· Top 3 overdue bills (dr /cr)

· Top 3 non-moving items

· Top 3 slow-moving items

· Top 5 suppliers

- Purchase wise

- Outstanding wise

· Top 5 products purchase

- Volume wise

- Sales wise

· Comprehensive report on

- Orders

- Sales

- Cancellations & reasons

- Pending orders

- Monthly product sales

- Bills receipt

- Sales returns

- Incentive

- Party sales / outstanding

- Party credit limit

Area reports


- Orders

- Sales


- Pending orders


- Bills receipt

Product reports


- Product analysis

- Stock item wise details

- Dead stock details

- Fast-moving stocks

- Excess stocks

- Product line details

- Orders with item details

- To-order stocks

- Orders

- Sales return


- Pending orders


- Product lines with item details

- Sales


- Pending orders


- Bills receipt

Customer reports


- Product lines with item details

- Orders

- Sales


- Pending orders

- Product sales details

- Sales return

SECURITY MANAGEMENT

· Advanced voucher type security

· Group / Ledger security

· Godown / Location security

· Dash board security

· Advanced voucher number control

ACCOUNTS MANAGEMENT


Structure of Enhanced Sales & Distributor’s Operations

Enhanced Sales &

Distribution Solution

SalesManagement

AccountsManagement

CEO Dashboard

Security Management

MIS Report


Enhanced Sales & Distribution Business – Sales Management

SalesManagement

AccountsManagement

CEO Dashboard

Security Management

MIS Report

Enhanced Sales &



Primary Requirement – Sales Management


• List of Distribution Masters

• Manager Master

Masters Details


• Area Master

• Sales Man Master

Masters Details


• Order BookingTransaction Entry Details


Enhanced Sales & Distribution Business – CEO Dashboard

SalesManagement

AccountsManagement

CEO Dashboard

Security Management

MIS Report

Enhanced Sales &



CEO Dash Board – An Over View


Enhanced Sales & Distribution Business – MIS Reports

SalesManagement

AccountsManagement

CEO Dashboard

Security Management

MIS Report

Enhanced Sales &



• List of MIS Reports

• Here Each Option will again Shows Different types of reports to Analyze Business

MIS Reports


• These Reports are Available for each above menu items

Detailed Reports


• Report shows Sales Man Wise OrdersSales Man Wise Orders Report


• Report shows Sales Man Wise SalesSales Man Sales Report


• Report shows Sales Man Wise Bills ReceiptSales man Wise Bills Receipt Report


Sales Man Wise Cancelled Orders Report


Sales Man Wise Pending Orders Report


• Report shows Product Wise Monthly SalesProduct Sales Analysis Report


Sales Man Wise Sales Return Report


Sales man Wise Incentive Report


Sales Man Wise Party Accumulated Sales Report


Sales Man Wise Outstanding Report


Sales Man Wise Credit Limit Utilization Report


o As per above shown reports available for Manager, Area, Customer and Product Wise also.

o Now we will see other general Reports with Transaction Entry screens

MIS Reports


Physical Stock Variance Report


Plain Stock Summary Report


Enhanced Sales & Distribution Business – Security Management

SalesManagement

AccountsManagement

CEO Dashboard

Security Management

MIS Report

Enhanced Sales &



Tally.ERP 9 Fitment – Security Management

SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Advanced voucher type security Yes

2 Group / Ledger security Yes

3 Godown / Location security Yes

4 Dash board security Yes

5 Advanced voucher number control Yes


Enhanced Sales & Distribution Business – Accounts Management

SalesManagement

AccountsManagement

CEO Dashboard

Security Management

MIS Report

Enhanced Sales &



Tally.ERP 9 Fitment – Accounts Management

SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Balance sheet – Schedule VI Yes

2 Profit and loss statement – Schedule VI Yes

3 Daily receipts and payments Yes

4 Multiple payment mode handling Yes

5 Stock summary report Yes

6 Outstanding receivable and payable Yes

7 Trial balance Yes

8 Multiple cheque payment option Yes

9 Reminder letter, e-mails Yes

10 Staff database handling Yes

11 Employee payroll management Yes

12 TDS, PF, ESI, Bonus, for employee Yes


Thank You

For any queries and for more details, visit : http://www.newaccesstechnologies.com/industry-specific-solutions.html

http://www.newaccesstechnologies.com/industry-specific-solutions.html

Tally.ERP 9 For Distributors and Retailers

Documents

Transcript of Tally.ERP 9 For Distributors and Retailers