Tally.ERP 9 for enhanced sales & distribution solution

Tally.ERP 9 for Enhanced Sales & Distribution Solution

© Tally Solutions Pvt. Ltd. All Rights Reserved

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

© Tally Solutions Pvt. Ltd. All Rights Reserved 2

Structure of Enhanced Sales & Distributor’s Operations

Sales Enhanced Accounts
Management Sales & Management
Distribution
Solution

CEO Security
Dashboard Management

MIS
Report


Enhanced Sales & Distribution Business – An Overview


Enhanced Sales & Distribution Business – Sales Management

Distribution
Solution

CEO Security

MIS
Report


Primary Requirement – Sales Management
Category / Module Major Requirement Explanation

Sales Management Salesman database Salesman name, contact details, current manager & area
management details, previous manager & area details, percentage cost, and
target details are captured.
Sales manager database Sales manager name and email id details are captured.
management
Area management Area details with the respective manager allotted to them are
captured.
Customer database Customer details are to be captured and the record is
management maintained for easy passing of voucher. A price level can be
set for the party.
Stock item management Stock details with customized units like cartons, defined rates
are to be captured. These details are reflected for different
reports.
Customized voucher entry Voucher is generated capturing area details, respective
manager and salesman details of the sales.


Tally.ERP 9 Fitment – Sales Management
SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Salesman details Yes

2 Sales manager details Yes

3 Area details Yes

4 Customer details Yes

5 Stock item details Yes

6 Voucher capturing area and manager details Yes

7 Price levels for a party Yes


Enhanced Sales & Distribution Business – CEO Dashboard

Distribution
Solution

CEO Security

MIS
Report


Primary Requirement – CEO Dashboard

CEO Dashboard Current update The distributor needs to have a direct and centralized access to
current bank balance, cash balance, total sales order of the day,
stock value, and outstanding payables & receivables details.
This helps in day-to-day decision making.

Best performing products For any business, it is important to identify best selling
products to maximize profit by playing on volume sales.
Hence, top 5 products as per volume and sales value are
available in a report.

Worst performing products Similarly, it is important to give way with the non moving
products, which increase the inventory cost and do not
contribute to profitability. Hence, top 3 non-moving items are
available in a report.

Customer relationship It is important for a business to know their valuable customers.
management Hence, the solution provides the list of top 5 customers sales
wise and top 3 customers outstanding receivables wise.
Best vendors This allows the distributor to keep track of the top 5 suppliers
as per purchase volume, purchase value, purchase order,
outstanding (payables), and overdue bills.


Tally.ERP 9 Fitment – CEO Dashboard

1 Current bank balance Yes

2 Current cash balance Yes

3 Sales order of the day Yes

4 Existing stock value Yes

5 Outstanding payables and receivables Yes

6 Centralized access to financial details, sales and stock Yes
details
7 Top 5 products as per volume and sales value Yes

8 Top 3 non-moving products Yes

9 Top 5 customers as per sales value and top 3 as per Yes
outstanding receivables
10 Top 5 suppliers as per purchase volume, purchase Yes
value, purchase order, outstanding (payables), and
overdue bills


Enhanced Sales & Distribution Business – MIS Reports

Distribution
Solution

CEO Security

MIS
Report


Primary Requirement – MIS Reports

MIS Reports Salesman reports A range of comprehensive reports which can be used to find
and compare the performance of the salesmen. Each salesman
can be evaluated on the basis of orders, sales, pending orders,
sales returns etc. is required by the distributor. Different
incentive can be set for each salesman. Their performance
needs to be checked as per the party.

Sales manager reports A range of comprehensive reports which can be used to find
and compare the performance of the sales managers is required
by the distributor. Each sales manager has a set of salesmen
under him. Each sales manager can be evaluated on the basis of
orders, sales, pending orders, sales returns etc.

Area reports A distributor needs to identify which product line is selling
well in which area. Sales, cancellations, pending orders etc. in
every area need to be identified by the distributor.
Product reports Product analysis needs to be done as per stock item, dead
stock, fast moving products, excess, to-order stock etc.
Customer reports For a strong customer relationship management, it is important
for a business to know its valued customers. Hence, they need
to track product lines, sales, cancellations, pending order,
returns etc. as per customer.

Tally.ERP 9 Fitment – MIS Reports

1 Sales order, returns, pending orders, party outstanding, Yes
bills receipt filtered as per salesman

2 Capturing the reasons for cancellations Yes

3 Setting incentive for every salesman Yes

4 Setting credit limit for party Yes

5 Party sales and outstanding Yes

6 Order, sales, pending orders, cancellations, bills receipt, Yes
monthly product sales filtered as per sales manager

7 Sales, pending orders, cancellations, bills receipt, Yes
monthly product sales filtered as per area

8 Product lines sold with item details filtered by area Yes

9 Product analysis of dead stock, to-order, fast-moving, Yes
excess stock etc.

© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 13

Tally.ERP 9 Fitment – MIS Reports

10 Order, sales returns, pending orders, cancellations, Yes
monthly product sales filtered as per product

11 Order, sales, pending orders, cancellations, product Yes
sales details filtered as per customer / party


Enhanced Sales & Distribution Business – Security Management

Distribution
Solution

CEO Security

MIS
Report


Primary Requirement – Security Management

Security Management Advanced voucher type The data entry operator should have access to restricted types
security of vouchers. In case of more than one operator, one can grant
access rights as per what entries can be made by one operator.
Open access to all reports is not accepted. Hence, as per the
voucher type, security rights can be assigned to users.

Group / Ledger security Everyone can not have access to all ledgers. Hence, security at
ledger level is provided. As per the type of user, rights to
which ledgers can be selected for voucher entry are given.
Godown / Location security As per the type of user, rights to which godowns / locations
can be selected for voucher entry are given.
Dash board security Only the head of the organization should have the access to the
dashboard as it reflects current updates on company financials.
Hence, the access right to dash board is provided.
Advanced voucher number With a large number of voucher generation, advanced voucher
control number control is required to avoid manual numbering. By
adopting advanced voucher number control, even if 1 voucher
is deleted, the numbering of other vouchers is not affected.


Tally.ERP 9 Fitment – Security Management

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

Distribution
Solution

CEO Security

MIS
Report


Primary Requirement – Accounts Management

Accounts Management Statement of accounts Balance sheet, profit and loss statements in schedule VI format,
trial balance are needed for the management to track the
profitability and expenses.
Payroll management Employee database tracking, different levels, pay head
configuration, attendance tracking are important for salary and
compensation.
Auditing – direct and remote Annual auditing is an important factor for every business.
Builders need to get the declared assets, expenses, earnings
audited by CA.
Remote access and SMS All the company details could be accessed from anywhere,
anytime, details should be retrievable from mobile phones.


Tally.ERP 9 Fitment – Accounts Management
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

© Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 20

Tally.ERP 9 Fitment – Accounts Management
13 Employee attendance and leaves Yes

14 Employee cost tracking Yes

15 Employee income tax and e-Return Yes

16 Cash flow, fund flow statements Yes

17 Ageing analysis of receivables, debtor wise Yes

18 Scenario management Yes

19 Ratio analysis Yes

20 Statutory compliance VAT, CST Yes

21 Bank reconciliation Yes

22 Remote auditing Yes

23 Foreign currency handling Yes

24 Remote access Yes


Thank You

For any queries and for more details, visit :
http://www.tallysolutions.com/website/html/solutions/segment-vertical-solutions.php


Tally.ERP 9 for enhanced sales & distribution solution

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