© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Lodges Management.

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 for Lodges Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2© Tally Solutions Pvt. Ltd. All Rights Reserved

Agenda

• Lodges Management –An Overview

• How Lodges Management Operations are Structured

• Tally.ERP 9 for Lodges Management

• Business Process Flow

• Primary Requirement- Hence Opportunity

• Tally.ERP 9- Fitment


Lodges Management – An Overview

Lodges ManagementAn Overview

Accounts

Man

agem

ent MIS Report

Room Check-In and

Room Check-Out Room

Enquiry

and

Reserv

ation

Man

agem

ent


How lodges business Management operations are structured

Schematic Representation of Lodge Management on Tally.ERP 9

Rooms Enquiry & ReservationManagement

Room Check-In and Check-OutManagement Accounts Management MIS Reports

· Room’s setup and labeling of rooms (Ac, non-Ac, Deluxe etc.)

· Setup service tax ledgers

· Check room availability

· Advance room booking

· Reservation Management

a. Guests- purpose of visit

b. Guests- ledger opening for room booking

c. Origin information of guests - country, nationality, passport no, foreigners details etc.

d. Reservation remarks

e. Book room with approximate check in and check out date

· Special discount setup for corporates

· Manage user restriction

· Different modes of payment (debit/ credit card, gift voucher, cash etc.)

· Room check-in date and time

· Collect advance and produce receipt

· Guest registration card

· Room allotment

· Generate room bill

· Generate room service bill

· Laundry service bill

· Check-In report

· Print invoice

· Calculate luxury tax with bill

· Calculate service tax for services

· C- Form

· Receipts and payments

· Room bill settlement

· Management of multiple payment modes (debit/ credit card)

· Bank reconciliations

· Bank challan

· Balance sheet

· Profit and loss account

· Cheque printing

· Cash and bank summary

· Maintenance Charges

· Booked room details

· Room reservation report

· Empty room report

· Room register

· Check-In report

· Room bill settlement report

· Billed and settled party report

· Complementary report

· Advance booking register

· Current guest list




Accou

nts M

anag

emen

t

MIS Reports

Room Check-In and

Room Check-Out Roo

m E

nquiry a

nd

Reserv

ation

Man

agem

e

nt


Process Flow- Room Enquiry and Reservation Management Room Enquiry &

Reservation Management

Guests enquire the room via website, email, agent or

telephone).Guests will also explain the room requirements in detail.

At the reception receptionist checks the room availability

Available

Receptionist confirm the room with guest. Note down the date and time

of check-in and check-out. Also informs the guest to provide the

contact information.

Receptionist thanks the guest

Suggestsalternative rooms

Receptionist block the room for the guests and updates records.

YES

NO

NO

YES


Primary Requirement- Hence Opportunities

Category/Module

Major Requirement

Explanation

Room Enquiry and Reservation Management

Room Enquiry and Reservation Management

Rooms enquiry and reservation are the major requirements for this industry. Handling the guests room enquiries via email, website, walks-in and through agents are very crucial. At any point of time, the reception should have the complete information of empty rooms and occupied rooms information.


Tally.ERP 9 Fitment- Room Enquiry and Reservation Management

SL NO Requirement Tally.ERP 9 Customisation/ Integration

1 Room setup and labeling of rooms (Ac, Non-Ac, Deluxe etc)

Yes

2 Setup service tax Yes

3 Setup the luxury tax Yes

4 Check room availability Yes

5 Advance room booking Yes

6 Capture the guests purpose of visit Yes

7 Guests-ledger formation for room booking Yes

8 Origin information of guests- Country, Nationality, Passport No, Foreigners details etc. )

Yes

9 Reservation remarks Yes

10 Special discount setup for corporates Yes

11 Book rooms with approximate check-in and check-out date

Yes

12 Manage user restriction Yes

13 Different modes of payments -Debit/Credit card, Gift voucher, Cash etc.

Yes

14 Setup the room tariff Yes




Accou

nts M

anag

emen

t

MIS Reports

Room Check-In and

Room Check-Out Room

Enquiry

and

Reserv

ation

Man

agem

ent


Process Flow- Room Check-In and Check-OutRoom Check-I n and Check-Out

Reserved Guests

Guest walk-in to the reception. They provide the reservation

details to receptionist.

Available

Receptionist, confirm the room and update the date and time of check-in. Also provide the the registration

form.

Receptionist thank the guest

Suggest alternative rooms

YES

NO

NO

Walk-in Guests

Guest, enquire for the room

Receptionist, check the reservation details

On the bases of reservation, receptionist give the registration form and suggest them to fill the

form.

Once the form is duly filled, room will be allotted to guest.

Receptionist collects the advance amount and handover the key

along with the advance receipt to customer.

While checking-out, receptionist complete the check-out process by

raising the final bill.

Customer makes the outstanding payment (cash/ debit/ credit card)

and collect the invoice

When the check-out time, receptionist, complete the check-

out process by raising the final bill.

Customer makes the outstanding payment (cash/ debit/ credit card)

and collect the invoice

YES

Guest occupies the roomGuest occupy the room

Once the form is duly filled, room will be allotted to guest.

Receptionist, collect the advance amount and handover the key

along with the receipt of advance to guest.


Primary Requirement-Hence Opportunities

Category/Module

Major Requirement

Explanation

Room Check-in and Check-Out

Bill settlement (Invoice)

While preparing the bill, reception need to consider the different services availed by the guests. All those services need to add to the bill. The final bill should also contain the luxury tax and service tax information.

C-Form The lodges, will have to submit the ‘foreigners’ information to the respective police station. The guests details has to be submitted in a prescribed form called C-Form. The C-Form contains the country, passport and visa details etc., of the guests.


Tally.ERP 9 Fitment-Check-In and Check-Out


1 Guests- room check in time and date Yes

2 Guests- advance collection and issue receipt Yes

3 Guests- registration card Yes

4 Origin information of guests -Country, Nationality, Passport No, Foreigners details etc.

Yes

5 Guests- room allotment Yes

6 Generate room bill Yes

7 Room service bill Yes

8 Laundry service bill Yes

9 Check-In report Yes

10 Print Check -Out bill (Invoice) Yes

11 Calculate luxury tax Yes

12 Calculate service tax Yes

13 Setup for discount masters Yes

14 C-Form Yes

Contd..


Tally.ERP 9 Fitment-Check-In and Check-Out


15 Additional bed requirement Yes

16 Telephone charges (intercom telephone charges) Yes

17 Other maintenance expenses management Yes

18 Commission charges to agents Yes




Accounts

Man

agem

ent MIS Reports

Room Check-In and

Room Check-Out Room

Enquiry

and

Reserv

ation

Man

agem

ent


Tally.ERP 9 Fitment- Accounts Management


1 Receipts and Payments Yes

2 Room bill settlement Yes

3 Management of multiple payments modes Yes

4 Bank reconciliation Yes

5 Bank challan Yes

6 Balance sheet Yes

7 Profit and Loss account Yes

8 Cheque printing Yes

9 Cash and Bank summary Yes

10 Pending cheques and receivables Yes

11 Statutory compliances Yes




Accounts

Man

agem

ent MIS Reports

Room Check-In and

Room Check-Out Room

Enquiry

and

Reserv

ation

Man

agem

ent


Tally.ERP 9 Fitment- MIS Reports


1 Booked room details Yes

2 Room reservation details Yes

3 Empty room report Yes

4 Room register Yes

5 Check-In report Yes

6 Room bill settlement report Yes

7 Billed and settled party details Yes

8 Complementary report Yes

9 Advance booking register Yes

10 Current guest list Yes


Thank You

For any queries please contact :- [email protected]

© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Lodges Management.

Documents

lodges management slide

tally solutions

reservation management

overview lodges management

room checkout room enquiry

room setup

lodges management operations

agenda lodges management