tally.erp 9 for ready made paint dealer

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 for Readymade Paint Dealer

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

Agenda

• Overview of Readymade Paint Dealer

• Operations by a Readymade Paint Dealer

• Business Process Flow

• Tally.ERP 9 for Readymade Paint Dealer

• Primary Requirement

• Tally.ERP 9 – Fitment


Readymade Paint Dealer Business – An Overview

READYMADE PAINT DEALER SOLUTION ON TALLY.ERP 9

SALES MANAGEMENT PAINT DEALER RETAIL MIS REPORTS

ACCOUNTS MANAGEMENTSTOCK MANAGEMENT

· Auto credit note generation

· VAT / Income tax

· Cash flow statement

· Accounts receivable

· Accounts payable

· Financial statements

· Discount summary report

· Ledger discount report

· Group / category price report

· Customized sales order report

· Quantity rebate summary

· Pending sales order

- Party wise

- Stock group wise

· Movement analysis (ledger)

- Color wise

- Package wise

· Detailed sales register

· Stock group wise party report

· Version history

Pricing· Customized stock master

- Colour details

- Package details

· Colour master

· Package master

- Package size

- Bundle size

· Reorder levels

· Multiple item price change

- Date of effect

- Category

- Grade

- Package size

- Sale price

- MRP

Sales Order Management

Customer Discount Management

· Sales order capturing

- Party details

- Credit limit

- VAT / Tax class

- Order status

- Item details

- Road permit no

- Prepayment details

- Cost center details

· Order approval system

· Approved order selection

· Discount structure with

- Stock group details

- Color detail

- Package size detail

- Discount amount detail

· Auto calculation of discount

· Customized ledger with

- Set discount option


Structure of Readymade Paint Dealer Operations

Readymade Paint Dealer

Solution

Stock Management

Sales Management

MIS Reports

Accounts Management


Business Process Flow – Readymade Paint Dealer

Sales order is passed and the order status remains unconfirmed

Confirm order status

Yes

Dealer receives the order for colours

BUSINESS PROCESS FLOW READYMADE PAINT DEALER

Dealer receives payment

Pass sales invoice, auto credit note is passed

Road permit number & cheque details (if

applicable) available?Get road permit number & cheque

detailsNo


Readymade Paint Dealer Business - Stock Management


Solution

Stock Management

Sales Management

MIS Reports

Accounts Management


Primary Requirement – Stock Management

Category / Module Major Requirement Explanation

Stock Management Color management Color master is required to keep a record of all the shades. More shades can be added and can be searched from the list.

Package management The different color shades are available in different package sizes. These sizes are based on the customer requirements, which for the given module can be a dealer, end customer or a supplier. Hence, all the suitable forms and options need to be provided to the user to maintain package sizes required by different customers.

Bundle management For every package, the bundle size needs to be defined which varies across packages. This helps in meeting the customers’ bulk requirements in a better way.

Reorder levels Reorder level for all the stock items for all the package sizes are available.


Tally.ERP 9 Fitment – Stock Management

SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Color master Yes

2 Package master Yes

3 Color details Yes

4 Package details Yes

5 Package size Yes

6 Bundle size Yes

7 Reorder level Yes

Contd..


Readymade Paint Dealer Business - Sales Management


Solution

Stock Management

Sales Management

MIS Reports

Accounts Management


Primary Requirement – Sales Management


Sales Management Sales order management When an order for supplying paints is received, the inventory has to be checked before confirming the order. The solution allows the user to place an order only if stock is available. A sales order is generated capturing the party, credit limit, payment, item and other relevant details

Approval system In paint business, the paint is delivered and the freight charges are included in the product. Hence, when the road permit number and the cheque number (when applicable) is available, then the order status is confirmed and invoice can be raised.

Pricing The solution offers to maintain multiple prices as per grade / category of paint, package size, MRP, sale price and date from which it comes in effect.

Auto calculation of discount As per the predefined data, discount is calculated automatically while creating the sales order.

Customer discount management / Set discount for ledger

Discount structure can be set and defined for parties.

Approved order selection While dispatching the paints, the orders can be selected from a list.


Tally.ERP 9 Fitment – Sales Management


1 Sales order voucher with item, party details Yes

2 Order status in sales order Yes

3 Road permit, cheque details in sales order Yes

4 Multiple item price change as per category Yes

5 Automatic calculation of discount Yes

6 Customer discount management / Set discount for ledger

Yes

7 Approved order selection Yes

Contd..


Readymade Paint Dealer Business - Accounts Management

t MIS Reports

Accounts Management


SolutionStock

Management

Sales Management


Primary Requirement – Accounts Management


Accounts Management Statement of accounts Balance sheet, profit and loss statements in schedule VI format, trial balance are needed for the to track the profitability and expenses.

Statutory compliance Taxes need to Summary report is important to see monthly and annual status of tax related expenses.

Outstanding Amount receivable and payable need to be tracked to run the business. It can be filtered ledger wise and group wise.

Auto credit note generation In case of prepayment of freight charges, a credit note is generated and passed automatically once the invoice is passed.


Tally.ERP 9 Fitment – Accounts Management


1 Balance sheet – schedule VI Yes

2 Profit and loss statement – schedule VI Yes

3 Outstanding receivable and payable Yes

4 Trial balance Yes

5 Summary report Yes

6 Auto credit note generation Yes


Readymade Paint Dealer Business - MIS Reports


Solution

Stock Management

Sales Management

MIS Reports

Accounts Management


Primary Requirement – MIS Reports


MIS Reports Discount summary report A comprehensive summary of the all the discounts with quantity rebate, billed quantity, package size, color and stock group is provided.

Ledger discount report A report on the details of the discount provided to each party / ledger is available.

Group / category price report A list of prices as per each group / category is available.

Customized sales order report

A customized report with all the order details, order status, cheque number and road permit number is available.

Quantity rebate summary It gives an overview of the total & average QR provided.

Customized pending sales order

The pending sales reports are available party wise and stock group wise.

Customised movement analysis (ledger)

Movement analysis based on ledger is available, which is available as per color / package.

Detailed sales register A sales register with additional parameters like assessable value, excise duty, edu cess, quantity in kg & liter is available.

Version history It shows a log of modifications made over a period of time.

Stock group wise party report A report showing the stock groups available with each party is available.


Tally.ERP 9 Fitment – MIS Reports


1 Discount summary report Yes

2 Ledger discount report Yes

3 Group / category price report Yes

4 Customized sales order report Yes

5 Quantity rebate summary Yes

6 Customized pending sales order Yes

7 Customised movement analysis (ledger) Yes

8 Detailed sales register Yes

9 Version history Yes

10 Stock group wise party report Yes


Thank You

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http://www.tallysolutions.com/website/html/solutions/segment-vertical-solutions.php



tally.erp 9 for ready made paint dealer

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