Tally.ERP 9
For
Distributors and Retailers
Presented by New Access Technologies., Bangalore
©New Access Technologies., All rights are reserved.
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.
©New Access Technologies., All rights are 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
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Enhanced Sales & Distribution Business – An Overview
SCHEMATIC REPRESENTATION OF ENHANCED SALES & MARKETING MODULE ON TALLY.ERP 9
SALES MANAGEMENT
· Customized details of
CEO DASHBOARD
· Advanced voucher type
security
· Direct updates on
- Salesman
- Bank balance
- Sales manager
- Cash balance
- Area
· Stock value details
- Customer
· Outstanding details
- Stock item
· Top 3 cost center details
· Voucher generation with
SECURITY
MANAGEMENT
MIS REPORTS
· Top 5 customers
- Area details
- Sales wise
- Salesman details
- 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
Salesman reports
Manager reports
Area reports
Product reports
Customer reports
· Group / Ledger security
· Godown / Location
security
ACCOUNTS
MANAGEMENT
· Credit management
· Income management
· Employee payroll & cost
tracking
· Accounts payable
· Comprehensive report on
· Dash board security
- Stock item wise details
- Product lines with item
details
· Advanced voucher
number control
- Dead stock details
- Orders
· Cash flow and fund flows
- Fast-moving stocks
- Sales
· Security and user access
- Excess stocks
- Cancellations & reasons
· Remote connectivity
- Product line details
- Pending orders
· TDS, Income tax
- Orders with item details
- Product sales details
· VAT
- Incentive
- To-order stocks
- Sales return
· Accounts receivable
- Party sales / outstanding
- Orders
- Party credit limit
- Sales return
· Comprehensive report on
· Comprehensive report on
- Orders
- Orders
- Sales
- Sales
- Cancellations & reasons
- Cancellations & reasons
- Pending orders
- Pending orders
- Monthly product sales
- Monthly product sales
- Bills receipt
- Sales returns
- Bills receipt
· Comprehensive report on
- Product lines with item
details
- Sales
- Cancellations & reasons
- Pending orders
- Monthly product sales
- Bills receipt
· Top 5 suppliers
- Purchase wise
- Outstanding wise
· Top 5 products purchase
- Volume wise
- Sales wise
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· Comprehensive report on
- Product analysis
- Cancellations & reasons
- Pending orders
· Statement of accounts
· Outstanding reports
Structure of Enhanced Sales & Distributor’s Operations
Sales
Management
Enhanced
Sales &
Distribution
Solution
CEO
Dashboard
Accounts
Management
Security
Management
MIS
Report
©New Access Technologies., All rights are reserved.
Enhanced Sales & Distribution Business – Sales Management
Sales
Management
Enhanced
Sales &
Distribution
Solution
CEO
Dashboard
Accounts
Management
Security
Management
MIS
Report
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Primary Requirement – Sales Management
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Masters Details
• List of Distribution Masters
• Manager Master
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Masters Details
• Area Master
• Sales Man Master
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Transaction Entry Details
• Order Booking
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Enhanced Sales & Distribution Business – CEO Dashboard
Sales
Management
Enhanced
Sales &
Distribution
Solution
CEO
Dashboard
Accounts
Management
Security
Management
MIS
Report
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CEO Dash Board – An Over View
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Enhanced Sales & Distribution Business – MIS Reports
Sales
Management
Enhanced
Sales &
Distribution
Solution
CEO
Dashboard
Accounts
Management
Security
Management
MIS
Report
©New Access Technologies., All rights are reserved.
MIS Reports
• List of MIS Reports
• Here Each Option will again Shows Different
types of reports to Analyze Business
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Detailed Reports
• These Reports are Available for each above
menu items
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Sales Man Wise Orders Report
• Report shows Sales Man Wise Orders
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Sales Man Sales Report
• Report shows Sales Man Wise Sales
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Sales man Wise Bills Receipt Report
• Report shows Sales Man Wise Bills Receipt
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Sales Man Wise Cancelled Orders Report
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Sales Man Wise Pending Orders Report
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Product Sales Analysis Report
• Report shows Product Wise Monthly Sales
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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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MIS Reports
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
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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
Sales
Management
Enhanced
Sales &
Distribution
Solution
CEO
Dashboard
Accounts
Management
Security
Management
MIS
Report
©New Access Technologies., All rights are reserved.
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
©New Access Technologies., All rights are reserved.
Enhanced Sales & Distribution Business – Accounts Management
Sales
Management
Enhanced
Sales &
Distribution
Solution
CEO
Dashboard
Accounts
Management
Security
Management
MIS
Report
©New Access Technologies., All rights are reserved.
Tally.ERP 9 Fitment – Accounts Management
SL No.
Requirement
Part of Tally.ERP 9
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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Part of Solution
Thank You
For any queries and for more details, visit :
http://www.newaccesstechnologies.com/industry-specific-solutions.html
©New Access Technologies., All rights are reserved.