© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Whitegoods Business

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Whitegoods Business -Overview How Whitegoods Business Operations Structured Tally.ERP 9 for Whitegoods Business Business Process Flow Primary Requirement Tally.ERP 9- Fitment

© Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Whitegoods Business -Overview Whitegoods Business Overview BRANCH MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

© Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 How Whitegoods Business Operations Structured

© Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Whitegoods Business –Purchase Management Overview Whitegoods Business Overview BRANCH MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

© Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Process Flow-Purchase Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Primary Requirement-Purchase Management Category/ModuleMajor RequirementExplanation Purchase Management Centralized purchase order processing and delivery to outlets Head office places the PO to suppliers and request to deliver the goods directly to outlets/branches. Centralized purchase in HO and transfer to branches and outlets. Head office places the PO to suppliers and request delivery to head office itself. As per the requirement goods will be transferred or issued to branches/outlets. Outlet/Branch address in purchase orders While requesting delivery to multiple outlets/branches to supplier, if the outlet/branch address is printed in PO, it will help the supplier to deliver the goods. Landing costThe landing cost needs to be calculated for arriving profit. There should be a provision to capture landing cost.

© Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Tally.ERP 9 Fitment- Purchase Management SL NoRequirementTally.ERP 9Customizable 1Purchase order generationYes 2Goods receipt noteYes 3Purchase returns handlingYes 4Purchase invoiceYes 5Branch/Outlet address in purchase order (Godown) Yes 6Centralized purchase order processing and delivery to outlets Yes 7Centralized purchase and transfer to outlets/branch Yes 8In case of direct delivery of goods from supplier to branch/outlet, goods received and goods returned to supplier should be updated/ synchronized with HO on daily or instant basis. Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 Tally.ERP 9 Fitment- Purchase Management SL NoRequirementTally.ERP 9Customizable 9Bar code printing and scanningYes 10Purchase orders summery (Inventory wise)Yes 11Re-order level reportYes 12Purchase registerYes 13Purchase order bookYes 14Purchase bill pending reportYes 15Stock transfer analysisYes 16Branch wise purchase reportYes 17Branch wise purchase return reportYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 10 Whitegoods Business –Sales Management Overview Whitegoods Business Overview BRANCH MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

© Tally Solutions Pvt. Ltd. All Rights Reserved 11 Process Flow-Sales Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 12 Primary Requirement-Sales Management Category/ Module Major RequirementExplanation SALESComputerized invoicing (Billing) The introduction of computerized billing has major advantages such as, speed and accuracy of operation, the ability to see the real-time status of companys sales, inventory, printing of sales invoices and real-time update of customer accounts. Online availability of stock positions in HO/Branch/Outlets This smoothen the sales process. Though the product is not available in one branch/outlet, by checking the stock availability in another outlet/branch, we can confirm the delivery to customer on time. This results customer satisfaction and make the sales cycle smoother. Also information related to delivery of goods need to send to branch/outlet for customer delivery. Gift coupon sales and tracking Gift coupons are sold first, and then the coupon sales recorded in the books. Later date when the gift coupon consumes by the customer, the managing of validity of the coupons and tracking of the coupon against the purchase needs to be handled.

© Tally Solutions Pvt. Ltd. All Rights Reserved 13 Primary Requirement-Sales Management Category/ Module Major RequirementExplanation SALESSales promotion/schemes/ discount Handling & exchange offer Sales promos are implemented by businesses for various reasons. Some of these are to sellout old stock, odd sized items, old-fashioned items, meet seasonal demands for products. The ease of defining simple and sophisticated promos, application of promos in billing, possibility of multiple promos etc. become critical factors. Multiple payment handling Customer can make the payment in multiple mode. They makes the payment by cash, debit/credit cards, coupons, partial payments, post dated cheques etc. Frequent price fluctuation Frequent product price changes is one of the major challenges faced by white goods traders. Daily changes in the prices needs to be reflect while billing. Floor price handlingIt may require to fix the price on the sales floor on certain parameters for E.g. not more than MRP and less than landing cost.

© Tally Solutions Pvt. Ltd. All Rights Reserved 14 Tally.ERP 9 Fitment-Sales Management SL NO RequirementsTally.ERP 9Customizable 1Product handling in multiple brandsYes 2Product model handlingYes 3Bar code printing and scanningYes 4Product configuration/featuresYes 5MOP (Market Operating price)Yes 6Price level creation & selling price.Yes 7Invoicing/billingYes 8Cash Sales, credit sales, card Sales, gift coupon sales, EMI sales Yes 9Invoicing based on MRPYes 10Sales return handlingYes 11Invoicing/Billing inclusive & exclusive of VAT. Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 15 SL NO RequirementsTally.ERP 9Customizable 12Stock query -alternative product availability while billing. Yes 13Price listYes 14Discount salesYes 15Multiple payment modes (cash, debit/credit card, cheque, partial payments) Yes 16Product warranty checkingYes 17Product serial & IMEI number trackingYes 18Gift coupon sales handlingYes 19Floor price handlingYes 20Sales registerYes 21Sales orders bookYes 22Movement analysisYes 23Columnar report (branch/outlet wise)Yes Tally.ERP 9 Fitment-Sales Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 16 Tally.ERP 9 Fitment-Sales Management SL NO RequirementsTally.ERP 9Customizable 24Ageing analysisYes 25Sales bill pendingYes 26HO/branch/outlet wise daily sales reportYes 27HO/branch/outlet wise daily sales return report Yes 28HO/branch/outlet wise fast moving items report Yes 29HO/branch/outlet stock summery reportYes 30POS register (multiple payments reports)Yes 31HO/branch/outlet wise reportYes 32Daily stock transfer reportYes 33HO/branch/outlet stock summeryYes 34Sales man wise sales reportYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 17 Whitegoods Business – Branch Management Overview Whitegoods Business Overview BRANCH MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

© Tally Solutions Pvt. Ltd. All Rights Reserved 18 Process Flow-Branch Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 19 Primary Requirement-Branch Management Category/ Module Major RequirementExplanation Branch Management Centralized purchase in branch and transfer the goods to outlets Branch purchases the goods and transfers to outlets. This information should be available in HO on daily/real time basis. Centralized purchase order processing from branch and delivery to outlets Branch places the PO to suppliers and request to deliver the goods directly to outlets/branches. Price list updations from HOThe frequent changes in the price needs to be intimated and made available in all branches. Centralized information flow handling (synchronization with HO & outlets) The day-to-day transactions of branches/outlets should be made available to HO. All the information pertaining to branches/outlets that include PO, GRN, stocks transfer, sales, goods returns, daily collection of cash and necessary reports need to send to HO. Inter branch transferHandling transfer of goods between branches. Sales promotions & schemes updation's from HO The sales promotions and scheme parameters needs to be updated to branch.

© Tally Solutions Pvt. Ltd. All Rights Reserved 20 Tally.ERP 9 Fitment-Branch Management SL NO RequirementsTally.ERP 9Customizable 1Purchase order processing for outlets/branchYes 2Purchase returns handlingYes 3Purchase invoiceYes 4Landing cost updating (HO to branch and branch to outlets) Yes 5Availability of stocks in outletsYes 6Stock transfers to outletsYes 7Billing/InvoicingYes 8Multiple payments handlingYes 9Price list updation from HO and to outletsYes 10Sales promotions and schemes updation from HO Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 21 Tally.ERP 9 Fitment-Branch Management SL NO RequirementsTally.ERP 9Customizable 11Service invoice with service taxYes 12Bar code printing and scanningYes 13Product warranty checkingYes 14SMS – after service, goods delivery confirmation through SMS. Yes 15Daily sales and collections information from outlets (Synchronization) Yes 16Stock availability in outletsYes 17Outlets wise reportsYes 19Outlet/Branch wise daily collection reportYes 20Branch transfer reportYes 21Outstanding receivable and payableYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 22 Tally.ERP 9 Fitment-Branch Management SL NO RequirementsTally.ERP 9Customizable 22Columnar reports (Outlet wise)Yes 23P&L accountYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 23 Whitegoods Business – Services Management Overview Whitegoods Business Overview BRANCH MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

© Tally Solutions Pvt. Ltd. All Rights Reserved 24 Process Flow- Services Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 25 Primary Requirement-Service Management Category/ModuleMajor RequirementExplanation SERVICE MANAGEMENT Warranty trackingShould be able to track the product warranty period. Service invoice with service tax For any services undertaken, you may need to provide service bills to your customers. Also service tax on the services undertaken needs to be charged through the invoice. Product/Parts replacement handling In case of products have manufacturers warranty, the products or parts need to replaced at free of cost and if the product dont cover warranty the same needs to be replaced at cost.

© Tally Solutions Pvt. Ltd. All Rights Reserved 26 Tally.ERP 9 Fitment-Service Management SL NO RequirementsTally.ERP 9Customizable 1Product warranty checkingYes 2Service call sheetYes 3Service invoice with service taxYes 4SMS – After service, goods delivery confirmation through SMS. Yes

© Tally Solutions Pvt. Ltd. All Rights Reserved 27 Whitegoods Business –Accounts Overview Whitegoods Business Overview BRANCH MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

© Tally Solutions Pvt. Ltd. All Rights Reserved 28 Process Flow- Accounts

© Tally Solutions Pvt. Ltd. All Rights Reserved 29 Primary Requirement- Accounts Category/ModuleMajor RequirementExplanation AccountsDay to day transaction updation's from branches/outlets Daily updates from branches and outlets are necessary for smooth functioning of accounts management. Salesmen commission calculation Sales men commission needs to be calculated on various parameters like Floor price, more than MRP etc. Consolidation of branch data at HO. Some of the branches also handle the accounts of their outlets. This information need to be updated with HO accounts on daily basis or periodical basis. Statutory complianceHandling and filing of all statutory Forms compliance of VAT, SERVICE TAX, PF ESI. PayrollEmployee database, bonus, commission calculation, etc

© Tally Solutions Pvt. Ltd. All Rights Reserved 30 Tally.ERP 9 Fitment-Accounts SL NO RequirementsTally.ERP 9Customizable 1Daily receipts and paymentsYes 2Bank reconciliationYes 3Branch/Outlet transfer managementYes 4Branch/outlet sales& purchase management Yes 5Multiple payments handlingYes 6Synchronization with HO-branch-outletsYes 7Staff attendance handlingYes 8Salary payments & pay slipsYes 9Salesmen commission handlingYes 10Staff database handlingYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 31 Tally.ERP 9 Fitment-Accounts SL NO RequirementsTally.ERP 9Customizable 11BonusYes 12Incentives managementYes 13Service Invoice with service taxYes 14PF formsYes 15VAT formsYes 16Post dated cheques realization reportYes 17Branch/outlet wise payments and receipts Yes 18Branch/outlet wise sales & purchaseYes 19Branch/Outlet wise fast moving productYes 20Sales man wise sales reportYes

© Tally Solutions Pvt. Ltd. All Rights Reserved 32 SL NO RequirementsTally.ERP 9Customizable 21Sales promotion and schemes reportYes 22Daily sales reportYes 23Daily sales report-item wiseYes 24Daily sales report-branch wiseYes 25Daily sales report- item WiseYes 26Daily sales report-brand wiseYes 27Daily sales report- model wiseYes 28Stock summery reportYes 29Branch wise stock summeryYes 30Branch transfer reportYes 31Outstanding receivable and payableYes Tally.ERP 9 Fitment-Accounts

© Tally Solutions Pvt. Ltd. All Rights Reserved 33 SL NO RequirementsTally.ERP 9Customizable 32Trial balanceYes 33Remote accessYes 34Profit and loss accountYes 35Balance sheetYes 36Group companyYes 37BudgetYes 38Bill wise profitabilityYes 39Reminder lettersYes 40Multiple payments reportsYes 41Item wise profitabilityYes 42 Yes Tally.ERP 9 Fitment-Accounts

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