Tally.ERP 9 for automobile vehicle sales and service

Tally.ERP 9 For Automobile Sales and Services

© Tally Solutions Pvt. Ltd. All Rights Reserved

Agenda

• Automobile Vehicle Sales and Services-Overview

• How Automobile Vehicle Sales and Services Operations Structured

• Tally.ERP 9 For Automobile Vehicle Sales and Services

• Business Process Flow

• Primary Requirement

• Tally.ERP 9- Fitment

© Tally Solutions Pvt. Ltd. All Rights Reserved 2

Automobile Vehicle Sales and Services-Overview

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Automobile Vehicle Sales and
Services Overview

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How Automobile Vehicle Sales and Services Business Operations Structured


Tally.ERP 9 For Automobile Vehicle Sales and Services-Purchase Management

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Process Flow-Purchase Management


Primary Requirement-Purchase Management
Category Major Requirement Explanation
/Module
Purchase Preparation of purchase Most cases the PO or indent request is placed in the DMS provided by the
order or indent request manufacturer. Or in case of sub dealers, they prefer to order the vehicle through telecal/
email to dealers. Once the order is placed, dealers will account the same in their
software for better understanding and report purpose. Tracking of these PO and the
delivery of the vehicle and spare parts against the PO is very important .

Pre- delivery inspection The PDI gives you the opportunity to record any obvious defects and/or damaged
(PDI) items prior to taking occupancy in godown. PDI confirm that Interior and exterior of
vehicle are clean . Examples for PDI are make sure that headlights, tail lights, parking
lights, and turn signals function properly.

Transit damage report & These reports generally prepares for the accounting of damaged goods. This report
replacement report helps the dealer to submit to insurance company for re-imbursement of damaged
parts and of not claimable, submit to the manufacturer for replacement of the
same.
Vehicle transfer to Incase of multiple locations or branches, as per the request from the respective
different locations. locations, transfers the vehicle to respective locations or branches.
Integration with DMS To avoid the double work, most of the dealers may required to integrate
(Dealer Management local software with the DMS provided by the manufacturer. Therefore
System) any transaction made in local software , update in DMS or vice versa, saves huge
amount of time .


Tally.ERP 9 Fitment- Purchase Management
SL NO Requirement Tally.ERP 9 Customisable/
Integration
1 Purchase order Yes
2 Goods receipt note- GRN Yes
3 Purchase invoice Yes
4 Purchase return or replacement chelan Yes
5 Creation of re-order level Yes
6 Bar code printing and scanning for spare parts Yes
7 Transit damage report Yes
8 Branch transfer or location transfer Yes
9 Purchase order summery Yes
10 Re-order level status Yes
11 Purchase register Yes
12 Purchase bill pending report Yes
13 Vehicle and spare parts transfer report Yes
14 Integration with DMS (Dealer Management System) Yes
15 Vehicle or spare parts replacement report Yes
16 Insurance re-imbursement report Yes


Tally.ERP 9 For Automobile Vehicle Sales and Services- Sales Management

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Process Flow-Sales Management


Primary Requirement-Sales Management
Category Major Requirement Explanation
/Module

SALES Sales invoice with Sales invoice should contain the vehicle chaise number, engine number, model
complete vehicle number and vehicle registration details. This will helps the customer and dealer for
information smooth process of the sales. Also dealer may have to use the vehicle details for future
purpose.

Vehicle transfer or sales to In case the sales is done through sub dealer location, on behalf of the sub dealer,
sub dealer dealer will raise the invoice to customer. All the other formalities like registration of
vehicle, insurance etc. will be done by sub dealer. Sales certificate will be issued in the
name of sub dealer and later they can change the sales certificate in the name of the
customer.

Handling of different Customer makes the vehicle payment in different methods. They takes the help of
payment modes by financer/ banker or partial payment by cash and cheque or cash and card etc.
customer Managing the different modes of payment is very crucial. Also they would like to
specify the payment details in invoice itself.

RTO registration & sales Once the vehicle is booked , vehicle details will send to RTO office for the preparation
certificate on RC book and vehicle registration. Tracking of different vehicle registration with
RTO is a major requirement for dealers. Once the registration is done, dealer will
prepare the sales certificate.


Tally.ERP 9 fitment- Sales Management
Integration

1 Preparation of receipt Yes
2 Spare parts/ accessories purchases billing Yes

3 Sales invoice with vehicle history Yes

4 Bar code printing and scanning (Spare Parts) Yes

5 Multiple cash payment handling (Cash/Card/ Yes
Cheque/Financer)

6 Spare parts billing with inclusive & exclusive of VAT. Yes

7 Sales certificate generation Yes

8 Sales order processing Yes

9 Sales bill pending Yes
10 Sales man name in sales invoice Yes
11 Movement analysis Yes
12 Columnar report Yes
13 Stock summery Yes

14 Multiple payment reports Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 12

Tally.ERP 9 fitment- Sales Management
Integration

15 Daily sales report Yes
16 Model wise sales report Yes

17 Sub dealer sales report Yes

18 Spare parts profit report Yes


Tally.ERP 9 For Automobile Vehicle Sales and Services-Service Management

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Process Flow-Service Management


Primary Requirement- Service Management
Category/ Major Requirement Explanation
Module

SERVICE Service reminders to Customer has to be reminded for next vehicle service . Service reminders will be
customers generally send to those customers whose vehicle is under free service category. This
reminders help to build customer loyalty.

JOB Card A job card (or task card) is a document that provide all the information needed to
complete a service procedure. Job cards also provide the means of recording that a
procedure has been completed properly. Once the servicing get complete the job card
can be used to record details of service activity and inspection, with relevant
information need to routed back into the dealer management system for compliance,
audit and management purposes.

Free service Many of the dealers wants to track the free service redemption by the customer. Since
redemption this free service give revenue to dealers, this is one of the major requirement in
service category.

Team incentives based Incentive for Service engineers has to be calculated based on the performance,
on services every end of the month. This can be based on various parameters like number of
vehicle serviced, number of spare parts utilisation etc. Also the incentive will be
given on final inspection report by team head.


Tally.ERP 9 Fitment- Service Management
Integration

1 Preparation of job card Yes

2 Parts replacement against job card Yes

3 Vehicle history card (Report) Yes

4 Service invoice with service tax Yes

5 Receipt against job card Yes

6 Service reminder – SMS Yes

7 Service reminder – Email Yes

8 Customer data base Yes

9 Customer data base service report Yes

10 Multiple payment handling Yes

11 Tracking of accidental insurance claim against the job card Yes

12 Team wise service report Yes

13 Service executive wise service report Yes

14 Daily closed job card report Yes


Tally.ERP 9 Fitment- Service Management
Integration

15 Job card report Yes
16 Day wise service report Yes

17 Day wise job card report Yes

18 Warranty report (Spare Parts) Yes

19 Battery warranty report Yes

20 Accidental service report Yes

21 Free service report Yes

22 Paid service report Yes

23 Service follow up report Yes
24 Vehicle timing sheet Yes
25 Service redemption report Yes
26 Service summery report (FREE/PAID) Yes


Tally.ERP 9 For Automobile Vehicle Sales and Services-Insurance Renewal

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Process Flow- Insurance Renewal Management


Primary Requirement- Insurance Renewal Management
Category/ Major Requirement Explanation
Module
Insurance Reminders to customers Customer has to be reminded for next vehicle insurance renewal.
Renewal (SMS / Email) for renewal of
insurance
Customer insurance history Its very important to track the customer insurance renewal for sending the
reminders and making them to renew the Insurance on time. This results in
customer satisfaction and retention.


Tally.ERP 9 Fitment- Insurance Renewal Management
Integration

1 SMS reminders Yes
2 Email reminders Yes

3 Customer data base Yes

4 Customer insurance renewal due date report Yes

5 Receipt generation Yes

6 Customer vehicle insurance history Yes

7 Insurance renewal profit report Yes


Tally.ERP 9 For Automobile Vehicle Sales and Services-Accounts Management

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Process Flow- Accounts Management


Tally.ERP 9 Fitment- Accounts Management
Integration

1 Purchase order pending report Yes
2 Purchase order book Yes

3 Purchase register Yes

4 Purchase return report or replacement report Yes

5 Transit damage report Yes

6 Re-order status report Yes

7 Stock summary Yes

8 Model wise sales report Yes

9 Sub dealer wise sales report Yes
10 Sales bill pending report Yes
11 Job card report Yes
12 Service- day wise report Yes
13 Day wise job card report Yes

14 Warranty report Yes


Integration

15 Battery warranty report Yes
16 Accidental service report Yes

17 Free service report Yes

18 Paid service report Yes

19 Vehicle history report Yes

20 Vehicle timing sheet Yes

21 Service redemption report Yes

22 Spare parts profit report Yes

23 Insurance renewal report Yes
24 Pay slip Yes
25 Pay sheet Yes
26 Payment advice Yes
27 Employee profile Yes

28 Attendance register Yes


Integration
29 Attendance sheet Yes
30 Balance sheet Yes
31 Profit and loss account Yes
32 Ageing analysis Yes
33 VAT reports Yes

34 Service tax reports Yes
35 Gratuity reports Yes
36 Provident fund reports and forms Yes
37 ESI reports and forms Yes
38 Professional tax report and forms Yes
39 Daily sales report- item wise Yes
40 Daily sales report-brand wise Yes
41 Daily sales report- model wise Yes
42 Sales and service incentive report Yes
43 Outstanding receivable and payable Yes
44 Columnar report Yes

Thank You

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


Tally.ERP 9 for automobile vehicle sales and service

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