2 Agenda Automobile Vehicle Sales and Services-Overview How Automobile Vehicle Sales and Services Operations StructuredTally.ERP 9 For Automobile Vehicle Sales and ServicesBusiness Process FlowPrimary RequirementTally.ERP 9- Fitment
3 Automobile Vehicle Sales and Services-Overview MANAGEMENTSALESPURCHASEMANAGEMENTMANAGEMENTSERVICEMANAGEMENTACCOUNTSINSURANCE RENEWALMANAGEMENT
4 How Automobile Vehicle Sales and Services Business Operations Structured
5 Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Purchase ManagementAutomobile Vehicle Sales andServices OverviewMANAGEMENTSALESPURCHASEMANAGEMENTMANAGEMENTSERVICEMANAGEMENTACCOUNTSINSURANCE RENEWALMANAGEMENT
7 Primary Requirement-Purchase Management Category/ModuleMajor RequirementExplanationPurchasePreparation of purchase order or indent requestMost cases the PO or indent request is placed in the DMS provided by the manufacturer. Or in case of sub dealers, they prefer to order the vehicle through telecal/ to dealers. Once the order is placed, dealers will account the same in their software for better understanding and report purpose. Tracking of these PO and the delivery of the vehicle and spare parts against the PO is very important .Pre- delivery inspection (PDI)The PDI gives you the opportunity to record any obvious defects and/or damaged items prior to taking occupancy in godown. PDI confirm that Interior and exterior of vehicle are clean . Examples for PDI are make sure that headlights, tail lights, parking lights, and turn signals function properly.Transit damage report & replacement reportThese reports generally prepares for the accounting of damaged goods. This reporthelps the dealer to submit to insurance company for re-imbursement of damagedparts and of not claimable, submit to the manufacturer for replacement of thesame.Vehicle transfer to different locations.Incase of multiple locations or branches, as per the request from the respectivelocations, transfers the vehicle to respective locations or branches.Integration with DMS (Dealer Management System)To avoid the double work, most of the dealers may required to integratelocal software with the DMS provided by the manufacturer. Thereforeany transaction made in local software , update in DMS or vice versa, saves hugeamount of time .
8 Tally.ERP 9 Fitment- Purchase Management SL NORequirementTally.ERP 9Customisable/ Integration1Purchase orderYes2Goods receipt note- GRN3Purchase invoice4Purchase return or replacement chelan5Creation of re-order level6Bar code printing and scanning for spare parts7Transit damage report8Branch transfer or location transfer9Purchase order summery10Re-order level status11Purchase register12Purchase bill pending report13Vehicle and spare parts transfer report14Integration with DMS (Dealer Management System)15Vehicle or spare parts replacement report16Insurance re-imbursement report
9 Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services- Sales ManagementAutomobile Vehicle Sales andServices OverviewMANAGEMENTSALESPURCHASEMANAGEMENTMANAGEMENTSERVICEMANAGEMENTACCOUNTSINSURANCE RENEWALMANAGEMENT
11 Primary Requirement-Sales Management Category/ModuleMajor RequirementExplanationSALESSales invoice with complete vehicle informationSales invoice should contain the vehicle chaise number, engine number, model number and vehicle registration details. This will helps the customer and dealer for smooth process of the sales. Also dealer may have to use the vehicle details for future purpose.Vehicle transfer or sales to sub dealerIn case the sales is done through sub dealer location, on behalf of the sub dealer, dealer will raise the invoice to customer. All the other formalities like registration of vehicle, insurance etc. will be done by sub dealer. Sales certificate will be issued in the name of sub dealer and later they can change the sales certificate in the name of the customer.Handling of different payment modes by customerCustomer makes the vehicle payment in different methods. They takes the help offinancer/ banker or partial payment by cash and cheque or cash and card etc.Managing the different modes of payment is very crucial. Also they would like tospecify the payment details in invoice itself.RTO registration & sales certificateOnce the vehicle is booked , vehicle details will send to RTO office for the preparationon RC book and vehicle registration. Tracking of different vehicle registration withRTO is a major requirement for dealers. Once the registration is done, dealer willprepare the sales certificate.
12 Tally.ERP 9 fitment- Sales Management SL NORequirementTally.ERP 9Customisable/ Integration1Preparation of receiptYes2Spare parts/ accessories purchases billing3Sales invoice with vehicle history4Bar code printing and scanning (Spare Parts)5Multiple cash payment handling (Cash/Card/ Cheque/Financer)6Spare parts billing with inclusive & exclusive of VAT.7Sales certificate generation8Sales order processing9Sales bill pending10Sales man name in sales invoice11Movement analysis12Columnar report13Stock summery14Multiple payment reportsContd..
16 Primary Requirement- Service Management Category/ModuleMajor RequirementExplanationSERVICEService reminders to customersCustomer has to be reminded for next vehicle service . Service reminders will be generally send to those customers whose vehicle is under free service category. This reminders help to build customer loyalty.JOB CardA job card (or task card) is a document that provide all the information needed to complete a service procedure. Job cards also provide the means of recording that a procedure has been completed properly. Once the servicing get complete the job card can be used to record details of service activity and inspection, with relevant information need to routed back into the dealer management system for compliance, audit and management purposes.Free service redemptionMany of the dealers wants to track the free service redemption by the customer. Sincethis free service give revenue to dealers, this is one of the major requirement inservice category.Team incentives based on servicesIncentive for Service engineers has to be calculated based on the performance,every end of the month. This can be based on various parameters like number ofvehicle serviced, number of spare parts utilisation etc. Also the incentive will begiven on final inspection report by team head.
17 Tally.ERP 9 Fitment- Service Management SL NORequirementTally.ERP 9Customisable/ Integration1Preparation of job cardYes2Parts replacement against job card3Vehicle history card (Report)4Service invoice with service tax5Receipt against job card6Service reminder – SMS7Service reminder –8Customer data base9Customer data base service report10Multiple payment handling11Tracking of accidental insurance claim against the job card12Team wise service report13Service executive wise service report14Daily closed job card reportContd..
18 Tally.ERP 9 Fitment- Service Management SL NORequirementTally.ERP 9Customisable/ Integration15Job card reportYes16Day wise service report17Day wise job card report18Warranty report (Spare Parts)19Battery warranty report20Accidental service report21Free service report22Paid service report23Service follow up report24Vehicle timing sheet25Service redemption report26Service summery report (FREE/PAID)
19 Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Insurance RenewalAutomobile Vehicle Sales andServices OverviewMANAGEMENTSALESPURCHASEMANAGEMENTMANAGEMENTSERVICESMANAGEMENTACCOUNTSINSURANCE RENEWALMANAGEMENT
21 Primary Requirement- Insurance Renewal Management Category/ModuleMajor RequirementExplanationInsurance RenewalReminders to customers (SMS / ) for renewal of insuranceCustomer has to be reminded for next vehicle insurance renewal.Customer insurance historyIts very important to track the customer insurance renewal for sending the reminders and making them to renew the Insurance on time. This results in customer satisfaction and retention.
22 Tally.ERP 9 Fitment- Insurance Renewal Management SL NORequirementTally.ERP 9Customisable/ Integration1SMS remindersYes2reminders3Customer data base4Customer insurance renewal due date report5Receipt generation6Customer vehicle insurance history7Insurance renewal profit report
23 Automobile Vehicle Sales and Tally.ERP 9 For Automobile Vehicle Sales and Services-Accounts ManagementAutomobile Vehicle Sales andServices OverviewMANAGEMENTSALESPURCHASEMANAGEMENTMANAGEMENTSERVICESMANAGEMENTACCOUNTSINSURANCE RENEWALMANAGEMENT
25 Tally.ERP 9 Fitment- Accounts Management SL NORequirementTally.ERP 9Customisable/ Integration1Purchase order pending reportYes2Purchase order book3Purchase register4Purchase return report or replacement report5Transit damage report6Re-order status report7Stock summary8Model wise sales report9Sub dealer wise sales report10Sales bill pending report11Job card report12Service- day wise report13Day wise job card report14Warranty reportContd..
26 Tally.ERP 9 Fitment- Accounts Management SL NORequirementTally.ERP 9Customisable/ Integration15Battery warranty reportYes16Accidental service report17Free service report18Paid service report19Vehicle history report20Vehicle timing sheet21Service redemption report22Spare parts profit report23Insurance renewal report24Pay slip25Pay sheet26Payment advice27Employee profile28Attendance registerContd..
27 Tally.ERP 9 Fitment- Accounts Management SL NORequirementTally.ERP 9Customisable/ Integration29Attendance sheetYes30Balance sheet31Profit and loss account32Ageing analysis33VAT reports34Service tax reports35Gratuity reports36Provident fund reports and forms37ESI reports and forms38Professional tax report and forms39Daily sales report- item wise40Daily sales report-brand wise41Daily sales report- model wise42Sales and service incentive report43Outstanding receivable and payable44Columnar report