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© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Automobile Sales and Services.

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Presentation on theme: "© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Automobile Sales and Services."— Presentation transcript:

1 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Automobile Sales and Services

2 © Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Automobile Vehicle Sales and Services-Overview How Automobile Vehicle Sales and Services Operations Structured Tally.ERP 9 For Automobile Vehicle Sales and Services Business Process Flow Primary Requirement Tally.ERP 9- Fitment

3 © Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Automobile Vehicle Sales and Services-Overview Automobile Vehicle Sales and Services Overview INSURANCE RENEWAL MANAGEMENT SERVICE MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

4 © Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 How Automobile Vehicle Sales and Services Business Operations Structured

5 © Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Tally.ERP 9 For Automobile Vehicle Sales and Services-Purchase Management Automobile Vehicle Sales and Services Overview INSURANCE RENEWAL MANAGEMENT SERVICE MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

6 © Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Process Flow-Purchase Management

7 © Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Primary Requirement-Purchase Management Category /Module Major RequirementExplanation PurchasePreparation of purchase order or indent request Most 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 report These reports generally prepares for the accounting of damaged goods. This report helps the dealer to submit to insurance company for re-imbursement of damaged parts and of not claimable, submit to the manufacturer for replacement of the same. Vehicle transfer to different locations. Incase of multiple locations or branches, as per the request from the respective locations, 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 integrate local software with the DMS provided by the manufacturer. Therefore any transaction made in local software, update in DMS or vice versa, saves huge amount of time.

8 © Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Tally.ERP 9 Fitment- Purchase Management SL NORequirementTally.ERP 9Customisable/ Integration 1Purchase orderYes 2Goods receipt note- GRNYes 3Purchase invoiceYes 4Purchase return or replacement chelanYes 5Creation of re-order levelYes 6Bar code printing and scanning for spare partsYes 7Transit damage reportYes 8Branch transfer or location transferYes 9Purchase order summeryYes 10Re-order level statusYes 11Purchase registerYes 12Purchase bill pending reportYes 13Vehicle and spare parts transfer reportYes 14Integration with DMS (Dealer Management System)Yes 15Vehicle or spare parts replacement reportYes 16Insurance re-imbursement reportYes

9 © Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 Tally.ERP 9 For Automobile Vehicle Sales and Services- Sales Management Automobile Vehicle Sales and Services Overview INSURANCE RENEWAL MANAGEMENT SERVICE MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

10 © Tally Solutions Pvt. Ltd. All Rights Reserved 10 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow-Sales Management

11 © Tally Solutions Pvt. Ltd. All Rights Reserved 11 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement-Sales Management Category /Module Major RequirementExplanation SALES Sales invoice with complete vehicle information Sales 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 dealer In 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 customer Customer makes the vehicle payment in different methods. They takes the help of financer/ 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 to specify the payment details in invoice itself. RTO registration & sales certificate Once the vehicle is booked, vehicle details will send to RTO office for the preparation on RC book and vehicle registration. Tracking of different vehicle registration with RTO is a major requirement for dealers. Once the registration is done, dealer will prepare the sales certificate.

12 © Tally Solutions Pvt. Ltd. All Rights Reserved 12 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 fitment- Sales Management SL NORequirementTally.ERP 9Customisable/ Integration 1Preparation of receiptYes 2Spare parts/ accessories purchases billingYes 3Sales invoice with vehicle historyYes 4Bar code printing and scanning (Spare Parts)Yes 5Multiple cash payment handling (Cash/Card/ Cheque/Financer) Yes 6Spare parts billing with inclusive & exclusive of VAT.Yes 7Sales certificate generationYes 8Sales order processingYes 9Sales bill pendingYes 10Sales man name in sales invoiceYes 11Movement analysisYes 12Columnar reportYes 13Stock summeryYes 14Multiple payment reportsYes Contd..

13 © Tally Solutions Pvt. Ltd. All Rights Reserved 13 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 fitment- Sales Management SL NORequirementTally.ERP 9Customisable/ Integration 15Daily sales reportYes 16Model wise sales reportYes 17Sub dealer sales reportYes 18Spare parts profit reportYes

14 © Tally Solutions Pvt. Ltd. All Rights Reserved 14 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Automobile Vehicle Sales and Services-Service Management Automobile Vehicle Sales and Services Overview INSURANCE RENEWAL MANAGEMENT SERVICE MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

15 © Tally Solutions Pvt. Ltd. All Rights Reserved 15 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow-Service Management

16 © Tally Solutions Pvt. Ltd. All Rights Reserved 16 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Service Management Category/ Module Major RequirementExplanation SERVICE Service reminders to customers Customer 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 redemption Many of the dealers wants to track the free service redemption by the customer. Since this free service give revenue to dealers, this is one of the major requirement in service category. Team incentives based on services Incentive 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 of vehicle serviced, number of spare parts utilisation etc. Also the incentive will be given on final inspection report by team head.

17 © Tally Solutions Pvt. Ltd. All Rights Reserved 17 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Service Management SL NORequirementTally.ERP 9Customisable/ Integration 1Preparation of job cardYes 2Parts replacement against job cardYes 3Vehicle history card (Report)Yes 4Service invoice with service taxYes 5Receipt against job cardYes 6Service reminder – SMSYes 7Service reminder – Yes 8Customer data baseYes 9Customer data base service reportYes 10Multiple payment handlingYes 11Tracking of accidental insurance claim against the job cardYes 12Team wise service reportYes 13Service executive wise service reportYes 14Daily closed job card reportYes Contd..

18 © Tally Solutions Pvt. Ltd. All Rights Reserved 18 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Service Management SL NORequirementTally.ERP 9Customisable/ Integration 15Job card reportYes 16Day wise service report Yes 17Day wise job card reportYes 18Warranty report (Spare Parts)Yes 19Battery warranty reportYes 20Accidental service reportYes 21Free service reportYes 22Paid service reportYes 23Service follow up reportYes 24Vehicle timing sheetYes 25Service redemption reportYes 26Service summery report (FREE/PAID)Yes

19 © Tally Solutions Pvt. Ltd. All Rights Reserved 19 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Automobile Vehicle Sales and Services-Insurance Renewal Automobile Vehicle Sales and Services Overview INSURANCE RENEWAL MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

20 © Tally Solutions Pvt. Ltd. All Rights Reserved 20 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow- Insurance Renewal Management

21 © Tally Solutions Pvt. Ltd. All Rights Reserved 21 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Insurance Renewal Management Category/ Module Major RequirementExplanation Insurance Renewal Reminders to customers (SMS / ) for renewal of insurance Customer 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 Solutions Pvt. Ltd. All Rights Reserved 22 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Insurance Renewal Management SL NORequirementTally.ERP 9Customisable/ Integration 1SMS remindersYes 2 remindersYes 3Customer data baseYes 4Customer insurance renewal due date reportYes 5Receipt generationYes 6Customer vehicle insurance historyYes 7Insurance renewal profit reportYes

23 © Tally Solutions Pvt. Ltd. All Rights Reserved 23 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Automobile Vehicle Sales and Services-Accounts Management Automobile Vehicle Sales and Services Overview INSURANCE RENEWAL MANAGEMENT SERVICES MANAGEMENT ACCOUNTS MANAGEMENT SALES MANAGEMENT PURCHASE MANAGEMENT

24 © Tally Solutions Pvt. Ltd. All Rights Reserved 24 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow- Accounts Management

25 © Tally Solutions Pvt. Ltd. All Rights Reserved 25 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts Management SL NORequirementTally.ERP 9Customisable/ Integration 1Purchase order pending reportYes 2Purchase order bookYes 3Purchase registerYes 4Purchase return report or replacement reportYes 5Transit damage reportYes 6Re-order status reportYes 7Stock summaryYes 8Model wise sales reportYes 9Sub dealer wise sales reportYes 10Sales bill pending reportYes 11Job card reportYes 12Service- day wise reportYes 13Day wise job card reportYes 14Warranty reportYes Contd..

26 © Tally Solutions Pvt. Ltd. All Rights Reserved 26 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts Management SL NORequirementTally.ERP 9Customisable/ Integration 15Battery warranty reportYes 16Accidental service reportYes 17Free service reportYes 18Paid service reportYes 19Vehicle history reportYes 20Vehicle timing sheetYes 21Service redemption reportYes 22Spare parts profit reportYes 23Insurance renewal reportYes 24Pay slipYes 25Pay sheetYes 26Payment adviceYes 27Employee profileYes 28Attendance registerYes Contd..

27 © Tally Solutions Pvt. Ltd. All Rights Reserved 27 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts Management SL NORequirementTally.ERP 9Customisable/ Integration 29Attendance sheetYes 30Balance sheetYes 31Profit and loss accountYes 32Ageing analysisYes 33VAT reports Yes 34Service tax reportsYes 35Gratuity reportsYes 36Provident fund reports and formsYes 37ESI reports and formsYes 38Professional tax report and forms Yes 39Daily sales report- item wiseYes 40Daily sales report-brand wiseYes 41Daily sales report- model wiseYes 42Sales and service incentive reportYes 43Outstanding receivable and payableYes 44Columnar reportYes

28 © Tally Solutions Pvt. Ltd. All Rights Reserved 28 © Tally Solutions Pvt. Ltd. All Rights Reserved Thank You For any queries please contact :-


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