© tally solutions pvt. ltd. all rights reserved tally.erp 9 for transport management

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 for Transport Management

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

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


Transport Management –An Overview

Transport ManagementAn Overview

Accounts/MISReports

Garage/StoresManagement

Truck/VehicleManagement

Goods deliveryManagement


How Transport Management Operations are Structured

Schematic Representation of Transport Management Solution on Tally.ERP 9

Manage own and hired vehicles

Manage vehicle masters & database (‘engine no’, ’chassis no, ‘model no’ etc.)

Manage different transporters database

Manage home tax and road tax paid information

Vehicle-wise analysis

Transporter- wise analysis

Driver-wise analysis

Manage vehicles insurance and accident claims

Trip-wise analysis

Vehicle/ Trucks Management

Manage drivers database

Manage destination masters

Manage price levels based on destination

Manage price level masters for associations and potential markets

Manage fuel consumption of vehicles

Generate delivery order (DO)

Generate lorry receipt (LR)

Delivery order pending report

LR summary


Destination-wise analysis

Sales order management

Log sheet management

Consignee- wise analysis

Weigh bridge management

Goods Delivery Management

Manage vendors database

Categorise the vendors (oil, spare parts, tyre etc.)

Manage tyre purchase and issue

Manage tyre masters (colors, source godown, brand, type etc.)

Manage spare parts and oil masters

Manage purchase and issue of spare parts and oils

Manage tyre retread-issue and removal

Manage scraped tyre sales and transfers

Store register

Tyre register

Spares and oil register

Garage/ Stores Management

I nvoice generation

Cheque printing

Bank reconciliation

Profit and Loss account

Balance sheet

Purchase order management

Statutory compliances

Payroll management

Receipts and payments

Outstanding management

LR summary

Truck-wise analysis

Consignee-wise analysis


Log sheet report

Accounts/ MI S Reports


Transport Management –Truck/Vehicle Management


Accounts/MISReports





Primary Requirement-Vehicle/Truck Management - Hence OpportunitiesCategory/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.


Tally.ERP 9 Fitment- Vehicle/ Truck Management

SL NO Requirement Tally.ERP 9 Customisation/ Integration

1 Vehicle master creation Yes

2 Manage vehicle database Yes

3 Manage road tax information Yes

4 Manage home tax information Yes

5 Track the vehicle with vehicle number Yes

6 Consignee master creation Yes

7 Vehicle owner name (Hired) Yes

8 Vehicle type details Yes

9 Vehicle engine and chaises no information Yes

10 Vehicle model details Yes

11 Vehicle database Yes

12 Drivers master creation Yes

13 Drivers database management Yes

14 Transporters database management Yes

15 Area-wise consignee management Yes


Transport Management –Goods Delivery Management


Accounts/MISReports





Process Flow- Goods Delivery ManagementGoods Delivery Management

Consignee approaches the transporter kiosk and asks for the quote to deliver

the goods to different locations

Transporter desk offers the best price and gives the quotation. Based on the price,

consignee selects the transporter.

Transporter kiosk generates the delivery order (DO) to main company.

Based on the DO, company sends the vehicle to consignee’s office.

Transporter loads the goods, collects the dispatch details and delivers the goods as

specified in the LR.

Driver collects the acknowledgement copy. if any damaged goods, driver will return the goods to consignee godown

and updates in records.

Based on the LR & Log sheet, company raises the invoice to consignee and

collects the payment.

Transporter kiosk prepares the lorry receipt (LR)

Check the availability of vehicle

OWN HI RED

YES NO


Primary Requirement- Goods Delivery Management- Hence OpportunitiesCategory/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.


Tally.ERP 9 Fitment- Goods Delivery Management


1 Manage drivers database Yes

2 Generate the delivery order Yes

3 Generate the lorry receipt (LR) Yes

4 Manage the destinations masters Yes

5 Create different price levels (Associations, Markets) Yes

6 LR summary Yes

7 Pending delivery order report Yes

8 Driver-wise productivity analysis Yes

9 Sales order management Yes

10 Log sheet management Yes

11 Fuel consumption management Yes

12 Vehicle-wise analysis Yes

13 Consignee-wise analysis Yes

14 Drivers wages management Yes

15 Manage the conveyance expenses Yes

16 Display rate and balance amount in fright memo Yes

Contd..


Tally.ERP 9 Fitment- Goods Delivery Management


17 Invoice cancellation Yes

18 Multiple destination delivery management Yes

19 Vehicle-wise performance report Yes

20 Quotation/ Proposal generation Yes

21 Specify number and kind of packages Yes

22 Manage the toll charges Yes

23 Manage the other delivery expenses Yes

24 Generate proposals Yes

25 Convert the proposals to orders and invoice Yes


Transport Management –Garage/Stores Management


Accounts/MISReports





Primary Requirement- Garage/Stores Management - Hence OpportunitiesCategory/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.


Tally.ERP 9 Fitment- Garage/ Stores Management


1 Supplier database management Yes

2 Categorization of suppliers Yes

3 Tyre master creation Yes

4 Other spare parts master creation Yes

5 Lubricant master creation Yes

6 Purchase of tyre Yes

7 Tyre retreading management Yes

8 Purchase of other spare parts and lubricants Yes

9 Allotment of tyre and other spare parts to vehicles Yes

10 Transfer of tyre and spare parts to different branches Yes

11 Scraped tyre management Yes

12 Store register Yes

13 Tyre register Yes

14 Purchase orders Yes

15 Re-order status Yes

Contd..


Tally.ERP 9 Fitment- Garage/ Stores Management


16 Third party stock item in hand information Yes

17 Stock at third party location information Yes

18 Stock summary Yes

19 Godown management Yes

20 Item movement analysis Yes

21 Purchases bill pending Yes

22 Purchase orders pending Yes

23 Physical stock register Yes

24 Vehicle repair cost management Yes


Transport Management –Accounts/ MIS Reports


Accounts/MISReports





Tally.ERP 9 Fitment- Accounts & MIS Reports


1 Generate Invoice Yes

2 Generate purchase orders Yes

3 Enable cheque printing Yes

4 Bank reconciliation Yes

5 Receipts and payments Yes

6 Reminder letters Yes

7 Confirmation of accounts Yes

8 Outstanding receivable Yes

9 Outstanding payables Yes

10 Profit and loss account Yes

11 Balance sheet Yes

12 Statutory compliances Yes

13 Payroll management Yes

14 Trial balance Yes

15 Cash/ bank books Yes




16 Group summary Yes

17 Area-wise group summary Yes

18 Sales register Yes

19 Purchase register Yes

20 Stock transfer register Yes

21 Movement analysis Yes

22 Sales order outstanding report Yes

23 Cash/fund flow Yes

24 Overdue receivables report Yes

25 Overdue payable report Yes

26 Post dated cheques Yes

27 LR summary Yes

28 Truck-destination wise analysis Yes

29 Truck-wise analysis Yes

30 Consignee-wise analysis Yes




31 Driver-wise analysis Yes

32 Store register Yes

33 Tyre register Yes

34 Spares and oil register Yes

35 Driver log sheet Yes

36 Trip-wise performance report Yes


Thank You

For any queries please contact :- [email protected]

Visit : www.tallysolutions.com

© tally solutions pvt. ltd. all rights reserved tally.erp 9 for transport management

Documents

vehicle destination

transport management

overview transport management

agenda transport management

vehicle details

vehicle databaseyes

vehicle owner

vehicle engine