Tally.ERP 9 For Distributors and Retailers
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Transcript of Tally.ERP 9 For Distributors and Retailers
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Tally.ERP 9 For
Distributors and Retailers
Presented by New Access Technologies., Bangalore
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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.
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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
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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
· Comprehensive report on
- Orders
- Sales
- Cancellations & reasons
- Pending orders
- Monthly product sales
- Bills receipt
Product reports
· Comprehensive report on
- 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
- Cancellations & reasons
- Pending orders
· Comprehensive report on
- Product lines with item details
- Sales
- Cancellations & reasons
- Pending orders
- Monthly product sales
- Bills receipt
Customer reports
· Comprehensive report on
- Product lines with item details
- Orders
- Sales
- Cancellations & reasons
- 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
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Structure of Enhanced Sales & Distributor’s Operations
Enhanced Sales &
Distribution Solution
SalesManagement
AccountsManagement
CEO Dashboard
Security Management
MIS Report
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Enhanced Sales & Distribution Business – Sales Management
SalesManagement
AccountsManagement
CEO Dashboard
Security Management
MIS Report
Enhanced Sales &
Distribution Solution
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Primary Requirement – Sales Management
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• List of Distribution Masters
• Manager Master
Masters Details
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• Area Master
• Sales Man Master
Masters Details
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• Order BookingTransaction Entry Details
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Enhanced Sales & Distribution Business – CEO Dashboard
SalesManagement
AccountsManagement
CEO Dashboard
Security Management
MIS Report
Enhanced Sales &
Distribution Solution
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CEO Dash Board – An Over View
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Enhanced Sales & Distribution Business – MIS Reports
SalesManagement
AccountsManagement
CEO Dashboard
Security Management
MIS Report
Enhanced Sales &
Distribution Solution
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• List of MIS Reports
• Here Each Option will again Shows Different types of reports to Analyze Business
MIS Reports
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• These Reports are Available for each above menu items
Detailed Reports
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• Report shows Sales Man Wise OrdersSales Man Wise Orders Report
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• Report shows Sales Man Wise SalesSales Man Sales Report
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• Report shows Sales Man Wise Bills ReceiptSales man Wise Bills Receipt Report
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Sales Man Wise Cancelled Orders Report
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Sales Man Wise Pending Orders Report
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• Report shows Product Wise Monthly SalesProduct Sales Analysis Report
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Sales Man Wise Sales Return Report
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Sales man Wise Incentive Report
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Sales Man Wise Party Accumulated Sales Report
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Sales Man Wise Outstanding Report
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Sales Man Wise Credit Limit Utilization Report
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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
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Physical Stock Variance Report
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Plain Stock Summary Report
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Enhanced Sales & Distribution Business – Security Management
SalesManagement
AccountsManagement
CEO Dashboard
Security Management
MIS Report
Enhanced Sales &
Distribution Solution
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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
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Enhanced Sales & Distribution Business – Accounts Management
SalesManagement
AccountsManagement
CEO Dashboard
Security Management
MIS Report
Enhanced Sales &
Distribution Solution
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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
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Thank You
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