1. Tally.ERP 9 for Transport Management

2. Agenda Transport Management –An Overview
How Transport Management Operations are Structured
Tally.ERP 9 for Transport Management
Business Process Flow
Primary Requirement- Hence Opportunity
Tally.ERP 9- Fitment

3. Transport Management –An Overview
Accounts/MIS
Reports
Truck/Vehicle
Management
Goods delivery
Management
Garage/Stores
Management

4. How Transport Management Operations are Structured

5. Transport Management –Truck/Vehicle Management
An Overview
Accounts/MIS
Reports
Truck/Vehicle
Management
Goods delivery
Management
Garage/Stores
Management

6. Primary Requirement-Vehicle/Truck Management - Hence Opportunities
Category/Module
Major Requirement
Explanation
Vehicle / Truck Management
Managing own and hired vehicle
Depending on the requirement of consignee, the transport agency will arrange their own vehicle or hired vehicle. Managing own vehicle and hired vehicle information such as, drivers details , hired vehicle details, own vehicle details, vehicle destination management, vehicle wise petrol and diesel consumption, tracking the advance paid to drivers etc., are very important. Transport company will pay the rent to hired vehicle company against the agreed terms.
Manage the vehicle information
Creation of vehicle master with the complete information like , vehicle number, owned or hired, owner name, type, engine, chaises no, model no, insurance, permit number, home tax due date etc.

7. Tally.ERP 9 Fitment- Vehicle/ Truck Management
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 1
Vehicle master creation
Yes 2
Manage vehicle database 3
Manage road tax information 4
Manage home tax information 5
Track the vehicle with vehicle number 6
Consignee master creation 7
Vehicle owner name (Hired) 8
Vehicle type details 9
Vehicle engine and chaises no information 10
Vehicle model details 11
Vehicle database 12
Drivers master creation 13
Drivers database management 14
Transporters database management 15
Area-wise consignee management

8. Transport Management –Goods Delivery Management
An Overview
Accounts/MIS
Reports
Truck/Vehicle
Management
Goods delivery
Management
Garage/Stores
Management

9. Process Flow- Goods Delivery Management

10. Primary Requirement- Goods Delivery Management- Hence Opportunities
Category/Module
Major Requirement
Explanation
Goods Delivery Management
Lorry receipt (LR)
LR generation is the major requirement for the transporter. The LR should contain the complete information like truck/vehicle number, driver name, DL number, truck in date and time, out time, destination, ICDN (invoice cum delivery number), W.B (weigh bridge) information, name of the item, quantity, rate, advance amount paid to driver, etc.
Log sheet management
Against each Lorry receipt (LR) , the transporter will have to update the log sheet which contains petrol quantity consumed , IOC (Indian Oil Corporation) cost, other expenses like extra diesel filled by the driver, oil/ grease cost, toll tax ,amount paid to RTO/PC, miscellaneous expenses, repairs, running KM etc.

11. Tally.ERP 9 Fitment- Goods Delivery Management
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 1
Manage drivers database
Yes 2
Generate the delivery order 3
Generate the lorry receipt (LR) 4
Manage the destinations masters 5
Create different price levels (Associations, Markets) 6
LR summary 7
Pending delivery order report 8
Driver-wise productivity analysis 9
Sales order management 10
Log sheet management 11
Fuel consumption management 12
Vehicle-wise analysis 13
Consignee-wise analysis 14
Drivers wages management 15
Manage the conveyance expenses 16
Display rate and balance amount in fright memo
Contd..

12. Tally.ERP 9 Fitment- Goods Delivery Management
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 17
Invoice cancellation
Yes 18
Multiple destination delivery management 19
Vehicle-wise performance report 20
Quotation/ Proposal generation 21
Specify number and kind of packages 22
Manage the toll charges 23
Manage the other delivery expenses 24
Generate proposals 25
Convert the proposals to orders and invoice

13. Transport Management –Garage/Stores Management
An Overview
Accounts/MIS
Reports
Truck/Vehicle
Management
Goods delivery
Management
Garage/Stores
Management

14. Primary Requirement- Garage/Stores Management - Hence Opportunities
Category/Module
Major Requirement
Explanation
Garage/ Stores Management
Inventory Management
The company will have to maintain a separate register for managing the inventory for the vehicles. This includes the tyre purchase and issue, spare parts purchases, oil purchases and issue etc. Also, need to keep a track on retread tyre and usage, scraped tyre, spare sales etc.
Tyre register
The tyre register should contain the complete information related to the tyre. For example the tyre number, tyre make, tyre type, tyre company, name of vendor, bill no, bill date, bill value, date of Mfg., issued to truck number, issued date, opening KM, closing KM, Total KM, date of removal, date of retreading, date of scrap, scrap value etc.

15. Tally.ERP 9 Fitment- Garage/ Stores Management
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 1
Supplier database management
Yes 2
Categorization of suppliers 3
Tyre master creation 4
Other spare parts master creation 5
Lubricant master creation 6
Purchase of tyre 7
Tyre retreading management 8
Purchase of other spare parts and lubricants 9
Allotment of tyre and other spare parts to vehicles 10
Transfer of tyre and spare parts to different branches 11
Scraped tyre management 12
Store register 13
Tyre register 14
Purchase orders 15
Re-order status
Contd..

16. Tally.ERP 9 Fitment- Garage/ Stores Management
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 16
Third party stock item in hand information
Yes 17
Stock at third party location information 18
Stock summary 19
Godown management 20
Item movement analysis 21
Purchases bill pending 22
Purchase orders pending 23
Physical stock register 24
Vehicle repair cost management

17. Transport Management –Accounts/ MIS Reports
An Overview
Accounts/MIS
Reports
Truck/Vehicle
Management
Goods delivery
Management
Garage/Stores
Management

18. Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 1
Generate Invoice
Yes 2
Generate purchase orders 3
Enable cheque printing 4
Bank reconciliation 5
Receipts and payments 6
Reminder letters 7
Confirmation of accounts 8
Outstanding receivable 9
Outstanding payables 10
Profit and loss account 11
Balance sheet 12
Statutory compliances 13
Payroll management 14
Trial balance 15
Cash/ bank books

19. Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 16
Group summary
Yes 17
Area-wise group summary 18
Sales register 19
Purchase register 20
Stock transfer register 21
Movement analysis 22
Sales order outstanding report 23
Cash/fund flow 24
Overdue receivables report 25
Overdue payable report 26
Post dated cheques 27
LR summary 28
Truck-destination wise analysis 29
Truck-wise analysis 30
Consignee-wise analysis

20. Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO
Requirement
Tally.ERP 9
Customisation/ Integration 31
Driver-wise analysis
Yes 32
Store register 33
Tyre register 34
Spares and oil register 35
Driver log sheet 36
Trip-wise performance report

21. Thank You
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