Tally.ERP 9 For Educational Institutions

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Agenda

Educational Institutions- Overview How Educational Institutions Operations Structured Tally.ERP 9 For Educational Institutions Process Flow Primary Requirements Tally.ERP 9 Fitment

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Educational Institutions Overview

Educational Institutions Overview

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How Educational Institutions Operations (Schools) Structured

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How Educational Institutions Operations (Colleges) Structured

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Educational Institutions Admission Management Overview

Educational Institutions Overview

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Process Flow - Admission Management

Student Adm ission

New Student Office staff, issue the applicatio n, note the application num ber an d collect m o ney

E xisting Student/ Student P ro m otio n

Co urse Enquiry/ Student Walk in

Update the reco rds w ith student prom otio n details

Students returns the filled applicatio ns Tally Solutions Pvt. Ltd. All Rights Reserved

Publish the sam e

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Primary Requirement-Admission ManagementCategory/ Module Requirement Explanation

Administration & Office: Admission Management

Admission form sales

Should be able to handle application form sales 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. Application collection, eligibility check scheduling student interview, mark sheet collection, interview schedule, data base creation, issuing ID cards etc. Once student is passed out from one semester, the student master can be updated. The result of this will allow viewing the student class information with the latest class details. This enables to maintain students database and access all information provided by student in the admission Form.8

New student admission process Existing student admission / student promotion Student data base creation and handling Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 Fitment-Admission ManagementSL No Requirement Tally.ERP 9 Customizable Integration required

1

Student application form sales handling Student database creation and management Existing student admission and promotion Application form sales money management New student admission fee collection and receipt management

Yes

2

Yes

3

Yes

4

Yes

5

Yes

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Educational Institutions Transport Management Overview

Educational Institutions Overview

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Process Flow-Transport Management

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Primary Requirement- Transport ManagementCategory Requirement Vehicle management Explanation Advance given for fuel, fuel bill tracking, kilometers covered and comparison of fuel with kilometers, route management etc.

Administration & Office: Transport Management

Drivers database management

Drivers contact details and salary management.

Handling of pickup and drop points

Class-wise student strength, class wise transport list, class wise pickup and drop points

Transport slab details

Need to calculate student transport fee (bus fees) as per the concessional rates if any.

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Tally.ERP 9 Fitment-Transport ManagementSL No 1 2 3 4 5 Requirement Advance given for fuel and maintenance tracking Advance against fuel bill Comparison of kilometers with fuel consumption. Bus route management Calculation of class wise student strength in each bus route Class wise pick up and drop point management Transport slab details Drivers database Tally.ERP 9 Yes Yes Yes Yes Yes Customizable Integration required

6

Yes

7 8

Yes Yes

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Driver salary management

Yes13

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Educational Institutions Hostel Management Overview

Educational Institutions Overview

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Process Flow - Hostel Management

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Primary Requirement- Hostel ManagementCategory Administration & Office: Hostel Management Requirement Hostel room allotment Explanation Need to allot room based on the capacity to accommodate students (one bed room, two bed room, three bed room). Should be able to record transfer of student from one room to another. Room slab details, number of students strength in room etc. The information on contact details of the student, guardian details with Id proof and expected visitors details etc. Should be able to generate the report based on the due date of hostel fee. Need to capture the student IN and OUT information (date & time) and visitors details. Also the leave details of the student needs to be maintained.16

Hostel wise student database and contact numbers Due date for hostel fee

Hostel register management

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Tally.ERP 9 Fitment-Hostel ManagementSL No 1 Requirement Tally.ERP 9 Customizable Integration required

Room allotment to students

Yes

2 3

Transfer of rooms change student from one room to another Room type (one bed, two bed, three bed etc) Student strength in rooms Hostel wise student data base management (contact details of students, guardian, visitors expected visitors details etc) Hostel fee due date and collection

Yes Yes

4 5

Yes Yes

6

Yes

7

Hostel register management (visitors registers, student register etc)

Yes17

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Educational Institutions Inventory Management Overview

Educational Institutions Overview

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Process Flow - Inventory Management

Primary Requirement-Inventory Management (stores)Category Administration & Office: Inventory Management Requirement Purchase process Explanation Student books purchase, stationery purchase, purchase returns, goods receipt entry.

Sales cycle

Student books sales, stationery sales, daily collection details, sales billing etc Should be able to define text books required for specific class For Eg: 9th std. And while billing the books, by selecting a class books required for the specific class should get listed automatically. 1. 2. 3. 4. Book sale report Stationery sales report Daily collection report Purchase return report20

Inventory templates for sales billing-class wise books list.

Reports

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Tally.ERP 9 Fitment-Inventory Management (Stores)SL No 1 Requirement Tally.ERP 9 Customizable Integration required

Purchase process (text book, stationery purchase ) Purchase returns management Goods receipt entry Sales cycle (Student book, stationery sales) Cash collection and issue of receipts (billing) Inventory reports (Inward for text books, note book, stationeries Inventory templates for sales billing-class wise text books.

Yes

2 3 4

Yes Yes Yes

5

Yes

6

Yes

7

Yes

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Educational Institutions Fees Management Overview

Educational Institutions Overview

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Process Flow - Fees Management

*All types of fee payment reminder is possible through SMS

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Requirement-Fees ManagementCategory Administration & Office: Fee Management Requirement Students admission fees management Hostel fees management Transportation fees management Library fees management Exam fees management Should be able to track class/department wise due date for fee payment and issue of fee receipts. Explanation

SMS Alerts

All type of fees ( hostel Fees transportation, library fee, exam fee) due date reminder.24

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Tally.ERP 9 Fitment- Fees ManagementSL No 1 Requirement Hostel fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts Transport fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts EXAM fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts Tally.ERP 9 Customizable Yes Integration required

2

Yes

3

Yes

4

Admission fee management -due date, collection of fees and issue of receipts, fees pending list and SMS alerts

Yes

5

Library fee management--due date, collection of fees and issue of receipts, fees pending list and SMS alerts

Yes

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Educational Institutions Payroll Management Overview

Educational Instit