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

© 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


Whitegoods Business -Overview

Whitegoods BusinessOverview

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MANAGEMENTPURCHASE

MANAGEMENT


How Whitegoods Business Operations Structured

HEAD OFFI CE

PURCHASE ACCOUNTS

Purchase/ Sales management

Daily payments & receipts

Bank reconciliation

Salary payments

Statutory compliance

Data synchronization from branches or outlets

MIS reports

WHITE GOODS BUSI NESS PROCESS FLOW

BRANCHES

OUTLETS

Suppliers deliver the goods to HO/Branch/ Outlet as per the request

Place the purchase order to suppliers

HO/ Branch receive goods

Outletreceive the goods

SERVI CES

Customer explain the product problem.

Executive check the product warranty.

According to the warranty period guide the customer to I n-house service centre or manufacturer service centre

Customer register the complaint to HO/Branches/ Outlets

Enter the call sheet and service the product & delivery on time

SALES

Customer ask for a product. Sales executive check the availability of the product

Home delivery by HO/Branch/ Outlet

Sales executive explains the features ,colors, warranty & service etc

Customer finalize the product & makes the payment

Customer walks-in to outlet/ HO/ Branches

HO/ Branch transfer the goods to outlets


Whitegoods Business –Purchase Management Overview


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Process Flow-Purchase Management

WHITEGOODS- PURCHASES PROCESS FLOW

HEAD OFFICE BRANCH

Purchase Purchase

SCENARI O-1PO send to supplier and

request delivery to branch/outlets

Supplier deliver the goods to Branch/ Outlet as per the

request

HO prepare the purchase order


request delivery to HO itself

Supplier deliver the goods HO

HO transfer the goods to Branch/ Outlet

Branch/ Outlet check the goods , return the damaged

goods if any and acknowledge to HO

Branch prepare the purchase order


request delivery to outlets

Supplier deliver the goods to outlets as per

the request

Outlet checks the goods , return the damaged goods

if any and acknowledge branch


request delivery to branch itself

Supplier deliver the goods branch

Branch transfers the goods to outlet

Branch/ Outlet receive the goods

Branch/ Outlet receive the goods & acknowledge HO

Outlets receive the goods

Outlets receive the goods


Primary Requirement-Purchase Management

Category/Module Major Requirement Explanation

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 cost The landing cost needs to be calculated for arriving profit. There should be a provision to capture landing cost.


Tally.ERP 9 Fitment- Purchase Management

SL No Requirement Tally.ERP 9 Customizable

1 Purchase order generation Yes

2 Goods receipt note Yes

3 Purchase returns handling Yes

4 Purchase invoice Yes

5 Branch/Outlet address in purchase order (Godown)

Yes

6 Centralized purchase order processing and delivery to outlets

Yes

7 Centralized purchase and transfer to outlets/branch

Yes

8 In 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.ERP 9 Fitment- Purchase Management

SL No Requirement Tally.ERP 9 Customizable

9 Bar code printing and scanning Yes

10 Purchase orders summery (Inventory wise) Yes

11 Re-order level report Yes

12 Purchase register Yes

13 Purchase order book Yes

14 Purchase bill pending report Yes

15 Stock transfer analysis Yes

16 Branch wise purchase report Yes

17 Branch wise purchase return report Yes


Whitegoods Business –Sales Management Overview


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Process Flow-Sales Management

SALES

Customer ask for a product. Sales executive check the availability of

the product

Available

Home delivery or request branch/ outlet for home

delivery

Billing & customer makes the payment, by cash, credit card, cheque or

EMI

Inform the customer product is available &

sales executive explains the features ,colors,

warranty & service etc SCENARIO -2Sales executive check

the availability of alternative brand with

same features and inform the customer

Customer finalize the product

Available Not Available

Customer Interested

Not Available

Customer walks-out (collect customer

information)

Customer walks-in to HO/ Branch/ Outlet

SCENARIO-1Not available in current

showroom. But may be available in any other outlets

Not Available

Available

NO

Check the product availability in any

other outlets

NO

SCENARIO-3Not availables in

branches/ Outlets and the customer is not interested to by

other brand products.

YES


Primary Requirement-Sales Management

Category/Module

Major Requirement Explanation

SALES Computerized 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 company’s 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 couponsales recorded in the books. Later date when thegift coupon consumes by the customer, themanaging of validity of the coupons and trackingof the coupon against the purchase needs to be handled.


Primary Requirement-Sales Management

Category/Module


SALES Sales promotion/schemes/discount Handling & exchange offer

Sales promos are implemented by businesses for variousreasons. Some of these are to sellout old stock, odd sizeditems, old-fashioned items, meet seasonal demandsfor products. The ease of defining simple andsophisticated 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 handling It 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.ERP 9 Fitment-Sales ManagementSL NO

Requirements Tally.ERP 9 Customizable

1 Product handling in multiple brands Yes

2 Product model handling Yes


4 Product configuration/features Yes

5 MOP (Market Operating price) Yes

6 Price level creation & selling price. Yes

7 Invoicing/billing Yes

8 Cash Sales , credit sales, card Sales, gift coupon sales, EMI sales

Yes

9 Invoicing based on MRP Yes

10 Sales return handling Yes

11 Invoicing/Billing inclusive & exclusive of VAT.

Yes


SL NO


12 Stock query -alternative product availability while billing.

Yes

13 Price list Yes

14 Discount sales Yes

15 Multiple payment modes (cash, debit/credit card, cheque, partial payments)

Yes

16 Product warranty checking Yes

17 Product serial & IMEI number tracking Yes

18 Gift coupon sales handling Yes

19 Floor price handling Yes

20 Sales register Yes

21 Sales orders book Yes

22 Movement analysis Yes

23 Columnar report (branch/outlet wise) Yes

Tally.ERP 9 Fitment-Sales Management


Tally.ERP 9 Fitment-Sales ManagementSL NO


24 Ageing analysis Yes

25 Sales bill pending Yes

26 HO/branch/outlet wise daily sales report Yes

27 HO/branch/outlet wise daily sales return report

Yes

28 HO/branch/outlet wise fast moving items report

Yes

29 HO/branch/outlet stock summery report Yes

30 POS register (multiple payments reports) Yes

31 HO/branch/outlet wise report Yes

32 Daily stock transfer report Yes

33 HO/branch/outlet stock summery Yes

34 Sales man wise sales report Yes


Whitegoods Business – Branch Management Overview


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Process Flow-Branch Management

PURCHASE ACCOUNTS

Purchase/ Sales Management

Daily payments & receipts

Bank reconciliation

Salary payments

Statutory compliance handling

Synchronization with accounts in branches

MIS Reports

BRANCH MANAGEMENT

OUTLETS

Suppliers deliver the goods to

branch/ outlet as per the request

places the purchase order to

suppliers

Accounts

Receive the goods from

branch

Daily sales & service bills

Update the daily records to

branch

SERVICES

Customer explain the product problem.

Sales executive check the product warranty.

Accordingly suggest or guide the customer to I n-house service centre or manufacturer service

centre

Customer walks-in to outlet/ HO/ branches

Enter the call sheet, service the product and deliver the same on time

SALES

Customer ask for a product. Sales executive check the availability of

the product

Home delivery or request branch/ outlet for home

delivery

Sales executive explains the features ,colors,

warranty & service terms etc

Customer finalize the product & makes the

payment

Customer walks-in to outlet/ branches

HO/ Branch receive goods

Outletreceive the

goods

HO/ Branch transfer the

goods to outlets


Primary Requirement-Branch ManagementCategory/Module


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 updation’s from HO The 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 transfer Handling 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.ERP 9 Fitment-Branch Management

SL NO


1 Purchase order processing for outlets/branch Yes

2 Purchase returns handling Yes

3 Purchase invoice Yes

4 Landing cost updating (HO to branch and branch to outlets)

Yes

5 Availability of stocks in outlets Yes

6 Stock transfers to outlets Yes

7 Billing/Invoicing Yes

8 Multiple payments handling Yes

9 Price list updation from HO and to outlets Yes

10 Sales promotions and schemes updation from HO

Yes



SL NO


11 Service invoice with service tax Yes



14 SMS – after service, goods delivery confirmation through SMS.

Yes

15 Daily sales and collections information from outlets (Synchronization)

Yes

16 Stock availability in outlets Yes

17 Outlets wise reports Yes

19 Outlet/Branch wise daily collection report Yes

20 Branch transfer report Yes

21 Outstanding receivable and payable Yes



SL NO


22 Columnar reports (Outlet wise) Yes

23 P&L account Yes


Whitegoods Business – Services Management Overview


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Process Flow- Services ManagementWHITE GOODS- SERVICE MANAGEMENT

Executive guide the customer to

manufacturer company service

centre

Inform the customer that’s product is not

under warranty period

Executive check the product warranty

Customer register the compliant to HO / Branches/

Outlet

Customer explains the product problem

Under warranty

Service executive inform the estimate service charges to

customer

YES

In House service centre

Manufacturerservice Centre

Enter the service call sheet/ report and

inform the delivery date

Service the product

Delivery to customer & customer check the

product

Makes the payment I f any with service tax

YES

Customer Agrees

YES

NO

Customer walks-out

NO


Primary Requirement-Service Management


SERVICE MANAGEMENT

Warranty tracking Should 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 don’t cover warranty the same needs to be replaced at cost.


Tally.ERP 9 Fitment-Service Management

SL NO



2 Service call sheet Yes

3 Service invoice with service tax Yes

4 SMS – After service, goods delivery confirmation through SMS.

Yes


Whitegoods Business –Accounts Overview


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Process Flow- Accounts ACCOUNTS

Head Office

BRANCHAccounts

Daily/ Monthly transactions

STATUTORY COMPLI ANCE

MIS REPORTSOUTLETSAccounts

Purchase Order

Purchase invoice updating & purchase return handling

Daily sales bills updating from branches

Daily collection and payments

Bank reconciliation

Service invoice with service tax

Salary payments, bonus incentives& commission handling

Staff database management

Post dated cheques reports

Branch/ outlet wise outstanding payments & receipts

Branch wise sales & purchase report

Branch wise fast moving and slow moving items report

Sales man wise sales & sales man commission report

Sales promotion/schemes report

P&L Account &

Balance sheet

Group company

Service Tax Form

VAT Form

PF Forms

Receive the goods from branch

Daily sales & service bills

Update the daily records to branch

Branch/ Outlet transfer updation

Branch/ Outlet sales & purchase

Cash payments & collection

Delivery vehicle management

Sales promotion/ schemes

Price list update

Multiple payment mode handling

Synchronization with HO & branches

Daily collection and payments

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Primary Requirement- Accounts


Accounts Day 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 compliance Handling and filing of all statutory Forms compliance of VAT, SERVICE TAX, PF ESI.

Payroll Employee database, bonus, commission calculation, etc


Tally.ERP 9 Fitment-Accounts

SL NO


1 Daily receipts and payments Yes

2 Bank reconciliation Yes

3 Branch/Outlet transfer management Yes

4 Branch/outlet sales& purchase management

Yes

5 Multiple payments handling Yes

6 Synchronization with HO-branch-outlets Yes

7 Staff attendance handling Yes

8 Salary payments & pay slips Yes

9 Salesmen commission handling Yes

10 Staff database handling Yes



SL NO


11 Bonus Yes

12 Incentives management Yes

13 Service Invoice with service tax Yes

14 PF forms Yes

15 VAT forms Yes

16 Post dated cheques realization report Yes

17 Branch/outlet wise payments and receipts

Yes

18 Branch/outlet wise sales & purchase Yes

19 Branch/Outlet wise fast moving product Yes

20 Sales man wise sales report Yes


SL NO


21 Sales promotion and schemes report Yes

22 Daily sales report Yes

23 Daily sales report-item wise Yes

24 Daily sales report-branch wise Yes

25 Daily sales report- item Wise Yes

26 Daily sales report-brand wise Yes

27 Daily sales report- model wise Yes

28 Stock summery report Yes

29 Branch wise stock summery Yes

30 Branch transfer report Yes

31 Outstanding receivable and payable Yes



SL NO


32 Trial balance Yes

33 Remote access Yes

34 Profit and loss account Yes

35 Balance sheet Yes

36 Group company Yes

37 Budget Yes

38 Bill wise profitability Yes

39 Reminder letters Yes

40 Multiple payments reports Yes

41 Item wise profitability Yes

42 E-Mail Yes



Thank You

For any queries please contact :- [email protected]

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

Documents

purchase needs

purchase registeryes

purchase bill

purchase invoiceyes

tally solutions

rights reserved

whitegoods business

purchase order godown