Tally.ERP 9 for educational institution

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  • 1. Tally.ERP 9 For Educational Institutions Tally Solutions Pvt. Ltd. All Rights Reserved

2. Agenda Educational Institutions- Overview Schematic Representation of Educational Institution Solution Tally.ERP 9 For Educational Institutions Process Flow Primary Requirements Tally.ERP 9 Fitment Tally Solutions Pvt. Ltd. All Rights Reserved 2 3. Educational Institutions Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT YENT GEM YEducational InstitutionsMA BRAR OverviewTENNALI EMAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 3 4. Schematic Representation of Educational Institution Solution Tally Solutions Pvt. Ltd. All Rights Reserved4 5. Educational Institutions Admission Management Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT YENT GEM YEducational InstitutionsMA BRAR OverviewTENNALI EMAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 5 6. Process Flow - Admission Management Tally Solutions Pvt. Ltd. All Rights Reserved 6 7. Primary Requirement-Admission Management Category/ Module RequirementExplanation Administration & Office:Admission form Should be able to handle application form Admission Management salessales with or without creating the applicant as student master in the database. At the same time should be able to track the collection through application sales.New studentApplication collection, eligibility checkadmissionscheduling student interview, mark sheetprocesscollection, interview schedule, data base creation, issuing ID cards etc.Existing Once student is passed out from onestudentsemester, the student master can beadmission /updated. The result of this will allow viewingstudentthe student class information with the latestpromotionclass details.Student data This enables to maintain students databasebase creationand access all information provided byand handling student in the admission Form. Tally Solutions Pvt. Ltd. All Rights Reserved 7 8. Tally.ERP 9 Fitment-Admission Management SL NoRequirementTally.ERP 9 Customizable Integrationrequired 1Student application form sales Yeshandling 2Student database creation andYesmanagement 3Existing student admission and Yespromotion 4Application form sales money Yesmanagement 5New student admission feeYescollection and receiptmanagement Tally Solutions Pvt. Ltd. All Rights Reserved 8 9. Educational Institutions Transport Management Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT YENT GEM YEducational InstitutionsMA BRAR OverviewTENNALI EMAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 9 10. Process Flow-Transport Management Tally Solutions Pvt. Ltd. All Rights Reserved 10 11. Primary Requirement- Transport ManagementCategoryRequirement Explanation Administration & Office:Vehicle management Advance given for fuel, fuel bill Transport Managementtracking, kilometers covered and comparison of fuel with kilometers, route management etc.Drivers database Drivers contact details and salarymanagement management.Handling of pickup and Class-wise student strength, classdrop pointswise transport list, class wise pickup and drop pointsTransport slab details Need to calculate student transport fee (bus fees) as per the concessional rates if any. Tally Solutions Pvt. Ltd. All Rights Reserved 11 12. Tally.ERP 9 Fitment-Transport Management SLRequirementTally.ERP 9 Customizable Integration Norequired 1 Advance given for fuel and maintenance Yes tracking 2 Advance against fuel billYes 3 Comparison of kilometers with fuel Yes consumption. 4 Bus route management Yes 5 Calculation of class wise student strength Yes in each bus route 6 Class wise pick up and drop pointYes management 7 Transport slab details Yes 8 Drivers database Yes 9 Driver salary management Yes Tally Solutions Pvt. Ltd. All Rights Reserved12 13. Educational Institutions Hostel Management Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT YENT GEM YEducational InstitutionsMA BRAR OverviewTENNALI EMAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 13 14. Process Flow - Hostel Management Tally Solutions Pvt. Ltd. All Rights Reserved 14 15. Primary Requirement- Hostel Management CategoryRequirement Explanation Administration & Office:Hostel room allotment Need to allot room based on the Hostel Managementcapacity to accommodate students(one bed room, two bed room, threebed room). Should be able to recordtransfer of student from one room toanother. Room slab details, numberof students strength in room etc.The information on contact details ofHostel wise student the student, guardian details with Iddatabase and contactproof and expected visitors detailsnumbers etc.Due date for hostel fee Should be able to generate the reportbased on the due date of hostel fee.Hostel register Need to capture the student IN andmanagementOUT information (date & time) andvisitors details. Also the leave details of the student needs to bemaintained. Tally Solutions Pvt. Ltd. All Rights Reserved15 16. Tally.ERP 9 Fitment-Hostel Management SL No RequirementTally.ERP 9 Customizable Integration required 1 Room allotment to students Yes 2 Transfer of rooms change student from Yes one room to another 3 Room type (one bed, two bed, three bed Yes etc) 4 Student strength in roomsYes 5 Hostel wise student data baseYes management (contact details of students, guardian, visitors expected visitors details etc) 6 Hostel fee due date and collection Yes 7 Hostel register management (visitors Yes registers, student register etc) Tally Solutions Pvt. Ltd. All Rights Reserved16 17. Educational Institutions Inventory Management Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT YENT GEM YEducational InstitutionsMA BRAR OverviewTENNALI EMAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 17 18. Process Flow - Inventory Management Tally Solutions Pvt. Ltd. All Rights Reserved 18 19. Primary Requirement-Inventory Management (stores)Category RequirementExplanation Administration & Office:Purchase process Student books purchase, Inventory Managementstationery purchase, purchase returns, goods receipt entry.Sales cycleStudent books sales, stationery sales, daily collection details, sales billing etcInventory templates forShould be able to define textsales billing-class wise books required for specific classbooks list.For Eg: 9th std. And while billing the books, by selecting a class books required for the specific class should get listed automatically.Reports1. Book sale report 2. Stationery sales report 3. Daily collection report 4. Purchase return report Tally Solutions Pvt. Ltd. All Rights Reserved 19 20. Tally.ERP 9 Fitment-Inventory Management (Stores) SL No Requirement Tally.ERP 9 Customizable Integrationrequired 1 Purchase process (text book, stationery Yes purchase ) 2 Purchase returns management Yes 3 Goods receipt entry Yes 4 Sales cycle (Student book, stationery Yes sales) 5 Cash collection and issue of receipts Yes (billing) 6 Inventory reports (Inward for text books, Yes note book, stationeries 7 Inventory templates for sales billing-class Yes wise text books. Tally Solutions Pvt. Ltd. All Rights Reserved 20 21. Educational Institutions Fees Management Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT YENT GEM YEducational InstitutionsMA BRAR OverviewTENNALI EMAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 21 22. Process Flow - Fees Management*All types of fee payment reminder is possible through SMS Tally Solutions Pvt. Ltd. All Rights Reserved 22 23. Requirement-Fees Management CategoryRequirementExplanation Administration & Office:Students Fee Management admission feesmanagementHostel feesmanagementTransportationShould be able to track class/departmentfees management wise due date for fee payment and issueof fee receipts.Library feesmanagementExam feesmanagementSMS AlertsAll type of fees ( hostel Feestransportation, library fee, exam fee)due date reminder. Tally Solutions Pvt. Ltd. All Rights Reserved23 24. Tally.ERP 9 Fitment- Fees Management SL No RequirementTally.ERP 9 Customizable Integration required 1 Hostel fee management -due date, collectionYes of fees and issue of receipts, fees pending list and SMS alerts 2 Transport fee management -due date,Yes collection of fees and issue of receipts, fees pending list and SMS alerts 3 EXAM fee management -due date, collectionYes of fees and issue of receipts, fees pending list and SMS alerts 4 Admission fee management -due date,Yes collection of fees and issue of receipts, fees pending list and SMS alerts 5 Library fee management--due date,Yes collection of fees and issue of receipts, fees pending list and SMS alerts Tally Solutions Pvt. Ltd. All Rights Reserved24 25. Educational Institutions Payroll Management Overview RTN SPO NTTRA GEME MA HOS NANA TELMA GEMEEN NN TTEM O G SI N IS IN NAG MA M A A M D VE A A NT MEO R NT Y NT YEducational InstitutionsEMEMA IBRAR OverviewTNAGEN EMLAG ANDM EPM A AN REA TFE G MEM ENEN TLL TTYRO EN AMMA CCOU PA GENA NNA GE TS MA ME NT Tally Solutions Pvt. Ltd. All Rights Reserved 25 26. Process flow - Payroll Management Tally Solutions Pvt. Ltd. All Rights Reserved 26 27. Primary