1. Tally.ERP 9 For Automobile Sales and Services

2. 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

3. Automobile Vehicle Sales and Services-Overview
MANAGEMENT
SALES
PURCHASE
MANAGEMENT
MANAGEMENT
SERVICE
MANAGEMENT
ACCOUNTS
INSURANCE RENEWAL
MANAGEMENT

4. How Automobile Vehicle Sales and Services Business Operations Structured

5. Automobile Vehicle Sales and
Tally.ERP 9 For Automobile Vehicle Sales and Services-Purchase Management
Automobile Vehicle Sales and
Services Overview
MANAGEMENT
SALES
PURCHASE
MANAGEMENT
MANAGEMENT
SERVICE
MANAGEMENT
ACCOUNTS
INSURANCE RENEWAL
MANAGEMENT

6. Process Flow-Purchase Management

7. Primary Requirement-Purchase Management
Category/Module
Major Requirement
Explanation
Purchase
Preparation of purchase order or indent request
Most cases the PO or indent request is placed in the DMS provided by the manufacturer. Or in case of sub dealers, they prefer to order the vehicle through telecal/ 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 (PDI)
The PDI gives you the opportunity to record any obvious defects and/or damaged 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 & replacement report
These reports generally prepares for the accounting of damaged goods. This 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 different locations.
Incase of multiple locations or branches, as per the request from the respective
locations, transfers the vehicle to respective locations or branches.
Integration with DMS (Dealer Management System)
To avoid the double work, most of the dealers may required to integrate
local software with the DMS provided by the manufacturer. Therefore
any transaction made in local software , update in DMS or vice versa, saves huge
amount of time .

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

9. Automobile Vehicle Sales and
Tally.ERP 9 For Automobile Vehicle Sales and Services- Sales Management
Automobile Vehicle Sales and
Services Overview
MANAGEMENT
SALES
PURCHASE
MANAGEMENT
MANAGEMENT
SERVICE
MANAGEMENT
ACCOUNTS
INSURANCE RENEWAL
MANAGEMENT

10. Process Flow-Sales Management

11. Primary Requirement-Sales Management
Category/Module
Major Requirement
Explanation
SALES
Sales invoice with complete vehicle information
Sales invoice should contain the vehicle chaise number, engine number, model number and vehicle registration details. This will helps the customer and dealer for smooth process of the sales. Also dealer may have to use the vehicle details for future purpose.
Vehicle transfer or sales to sub dealer
In case the sales is done through sub dealer location, on behalf of the 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 payment modes by customer
Customer makes the vehicle payment in different methods. They takes the help of
financer/ banker or partial payment by cash and cheque or cash and card etc.
Managing the different modes of payment is very crucial. Also they would like to
specify the payment details in invoice itself.
RTO registration & sales certificate
Once the vehicle is booked , vehicle details will send to RTO office for the preparation
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.

12. Tally.ERP 9 fitment- Sales Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 1
Preparation of receipt
Yes 2
Spare parts/ accessories purchases billing 3
Sales invoice with vehicle history 4
Bar code printing and scanning (Spare Parts) 5
Multiple cash payment handling (Cash/Card/ Cheque/Financer) 6
Spare parts billing with inclusive & exclusive of VAT. 7
Sales certificate generation 8
Sales order processing 9
Sales bill pending 10
Sales man name in sales invoice 11
Movement analysis 12
Columnar report 13
Stock summery 14
Multiple payment reports
Contd..

13. Tally.ERP 9 fitment- Sales Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 15
Daily sales report
Yes 16
Model wise sales report 17
Sub dealer sales report 18
Spare parts profit report

14. Automobile Vehicle Sales and
Tally.ERP 9 For Automobile Vehicle Sales and Services-Service Management
Automobile Vehicle Sales and
Services Overview
MANAGEMENT
SALES
PURCHASE
MANAGEMENT
MANAGEMENT
SERVICE
MANAGEMENT
ACCOUNTS
INSURANCE RENEWAL
MANAGEMENT

15. Process Flow-Service Management

16. Primary Requirement- Service Management
Category/Module
Major Requirement
Explanation
SERVICE
Service reminders to customers
Customer has to be reminded for next vehicle service . Service reminders will be 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 redemption
Many of the dealers wants to track the free service redemption by the customer. Since
this free service give revenue to dealers, this is one of the major requirement in
service category.
Team incentives based on services
Incentive for Service engineers has to be calculated based on the performance,
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.

17. Tally.ERP 9 Fitment- Service Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 1
Preparation of job card
Yes 2
Parts replacement against job card 3
Vehicle history card (Report) 4
Service invoice with service tax 5
Receipt against job card 6
Service reminder – SMS 7
Service reminder – 8
Customer data base 9
Customer data base service report 10
Multiple payment handling 11
Tracking of accidental insurance claim against the job card 12
Team wise service report 13
Service executive wise service report 14
Daily closed job card report
Contd..

18. Tally.ERP 9 Fitment- Service Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 15
Job card report
Yes 16
Day wise service report 17
Day wise job card report 18
Warranty report (Spare Parts) 19
Battery warranty report 20
Accidental service report 21
Free service report 22
Paid service report 23
Service follow up report 24
Vehicle timing sheet 25
Service redemption report 26
Service summery report (FREE/PAID)

19. Automobile Vehicle Sales and
Tally.ERP 9 For Automobile Vehicle Sales and Services-Insurance Renewal
Automobile Vehicle Sales and
Services Overview
MANAGEMENT
SALES
PURCHASE
MANAGEMENT
MANAGEMENT
SERVICES
MANAGEMENT
ACCOUNTS
INSURANCE RENEWAL
MANAGEMENT

20. Process Flow- Insurance Renewal Management

21. Primary Requirement- Insurance Renewal Management
Category/Module
Major Requirement
Explanation
Insurance Renewal
Reminders to customers (SMS / ) for renewal of insurance
Customer has to be reminded for next vehicle insurance renewal.
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.

22. Tally.ERP 9 Fitment- Insurance Renewal Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 1
SMS reminders
Yes 2
reminders 3
Customer data base 4
Customer insurance renewal due date report 5
Receipt generation 6
Customer vehicle insurance history 7
Insurance renewal profit report

23. Automobile Vehicle Sales and
Tally.ERP 9 For Automobile Vehicle Sales and Services-Accounts Management
Automobile Vehicle Sales and
Services Overview
MANAGEMENT
SALES
PURCHASE
MANAGEMENT
MANAGEMENT
SERVICES
MANAGEMENT
ACCOUNTS
INSURANCE RENEWAL
MANAGEMENT

24. Process Flow- Accounts Management

25. Tally.ERP 9 Fitment- Accounts Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 1
Purchase order pending report
Yes 2
Purchase order book 3
Purchase register 4
Purchase return report or replacement report 5
Transit damage report 6
Re-order status report 7
Stock summary 8
Model wise sales report 9
Sub dealer wise sales report 10
Sales bill pending report 11
Job card report 12
Service- day wise report 13
Day wise job card report 14
Warranty report
Contd..

26. Tally.ERP 9 Fitment- Accounts Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 15
Battery warranty report
Yes 16
Accidental service report 17
Free service report 18
Paid service report 19
Vehicle history report 20
Vehicle timing sheet 21
Service redemption report 22
Spare parts profit report 23
Insurance renewal report 24
Pay slip 25
Pay sheet 26
Payment advice 27
Employee profile 28
Attendance register
Contd..

27. Tally.ERP 9 Fitment- Accounts Management
SL NO
Requirement
Tally.ERP 9
Customisable/ Integration 29
Attendance sheet
Yes 30
Balance sheet 31
Profit and loss account 32
Ageing analysis 33
VAT reports 34
Service tax reports 35
Gratuity reports 36
Provident fund reports and forms 37
ESI reports and forms 38
Professional tax report and forms 39
Daily sales report- item wise 40
Daily sales report-brand wise 41
Daily sales report- model wise 42
Sales and service incentive report 43
Outstanding receivable and payable 44
Columnar report

28. Thank You
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