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© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Transport Management.

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Presentation on theme: "© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Transport Management."— Presentation transcript:

1 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 for Transport Management

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

3 © Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Transport Management –An Overview Transport Management An Overview Accounts/MIS Reports Garage/Stores Management Truck/Vehicle Management Goods delivery Management

4 © Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 How Transport Management Operations are Structured

5 © Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Transport Management –Truck/Vehicle Management Transport Management An Overview Accounts/MIS Reports Garage/Stores Management Truck/Vehicle Management Goods delivery Management

6 © Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Primary Requirement-Vehicle/Truck Management - Hence Opportunities Category/ModuleMajor RequirementExplanation 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.

7 © Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Tally.ERP 9 Fitment- Vehicle/ Truck Management SL NORequirementTally.ERP 9Customisation/ Integration 1 Vehicle master creationYes 2 Manage vehicle databaseYes 3Manage road tax informationYes 4 Manage home tax informationYes 5 Track the vehicle with vehicle numberYes 6Consignee master creationYes 7Vehicle owner name (Hired)Yes 8Vehicle type detailsYes 9 Vehicle engine and chaises no informationYes 10Vehicle model detailsYes 11Vehicle databaseYes 12 Drivers master creationYes 13Drivers database managementYes 14Transporters database managementYes 15Area-wise consignee managementYes

8 © Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Transport Management –Goods Delivery Management Transport Management An Overview Accounts/MIS Reports Garage/Stores Management Truck/Vehicle Management Goods delivery Management

9 © Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 Process Flow- Goods Delivery Management

10 © Tally Solutions Pvt. Ltd. All Rights Reserved 10 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Goods Delivery Management- Hence Opportunities Category/Mod ule Major RequirementExplanation 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.

11 © Tally Solutions Pvt. Ltd. All Rights Reserved 11 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Goods Delivery Management SL NORequirementTally.ERP 9Customisation/ Integration 1Manage drivers databaseYes 2Generate the delivery orderYes 3Generate the lorry receipt (LR)Yes 4Manage the destinations mastersYes 5Create different price levels (Associations, Markets)Yes 6LR summaryYes 7Pending delivery order reportYes 8Driver-wise productivity analysisYes 9Sales order managementYes 10Log sheet managementYes 11Fuel consumption managementYes 12Vehicle-wise analysisYes 13Consignee-wise analysisYes 14Drivers wages managementYes 15Manage the conveyance expensesYes 16Display rate and balance amount in fright memoYes Contd..

12 © Tally Solutions Pvt. Ltd. All Rights Reserved 12 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Goods Delivery Management SL NORequirementTally.ERP 9Customisation/ Integration 17Invoice cancellationYes 18Multiple destination delivery managementYes 19Vehicle-wise performance reportYes 20Quotation/ Proposal generationYes 21 Specify number and kind of packagesYes 22Manage the toll chargesYes 23Manage the other delivery expensesYes 24Generate proposalsYes 25Convert the proposals to orders and invoiceYes

13 © Tally Solutions Pvt. Ltd. All Rights Reserved 13 © Tally Solutions Pvt. Ltd. All Rights Reserved Transport Management –Garage/Stores Management Transport Management An Overview Accounts/MIS Reports Garage/Stores Management Truck/Vehicle Management Goods delivery Management

14 © Tally Solutions Pvt. Ltd. All Rights Reserved 14 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Garage/Stores Management - Hence Opportunities Category/Mod ule Major RequirementExplanation 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 registerThe 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.

15 © Tally Solutions Pvt. Ltd. All Rights Reserved 15 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Garage/ Stores Management SL NORequirementTally.ERP 9Customisation/ Integration 1Supplier database managementYes 2Categorization of suppliersYes 3Tyre master creationYes 4Other spare parts master creationYes 5Lubricant master creationYes 6Purchase of tyreYes 7Tyre retreading managementYes 8Purchase of other spare parts and lubricantsYes 9Allotment of tyre and other spare parts to vehiclesYes 10Transfer of tyre and spare parts to different branchesYes 11Scraped tyre managementYes 12Store registerYes 13Tyre registerYes 14Purchase ordersYes 15Re-order statusYes Contd..

16 © Tally Solutions Pvt. Ltd. All Rights Reserved 16 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Garage/ Stores Management SL NORequirementTally.ERP 9Customisation/ Integration 16Third party stock item in hand informationYes 17Stock at third party location informationYes 18Stock summaryYes 19Godown managementYes 20Item movement analysisYes 21Purchases bill pendingYes 22Purchase orders pendingYes 23Physical stock registerYes 24Vehicle repair cost managementYes

17 © Tally Solutions Pvt. Ltd. All Rights Reserved 17 © Tally Solutions Pvt. Ltd. All Rights Reserved Transport Management –Accounts/ MIS Reports Transport Management An Overview Accounts/MIS Reports Garage/Stores Management Truck/Vehicle Management Goods delivery Management

18 © Tally Solutions Pvt. Ltd. All Rights Reserved 18 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts & MIS Reports SL NORequirementTally.ERP 9Customisation/ Integration 1Generate InvoiceYes 2Generate purchase ordersYes 3Enable cheque printingYes 4Bank reconciliationYes 5Receipts and paymentsYes 6Reminder lettersYes 7Confirmation of accountsYes 8Outstanding receivableYes 9Outstanding payablesYes 10Profit and loss accountYes 11Balance sheetYes 12Statutory compliancesYes 13Payroll managementYes 14Trial balanceYes 15Cash/ bank booksYes

19 © Tally Solutions Pvt. Ltd. All Rights Reserved 19 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts & MIS Reports SL NORequirementTally.ERP 9Customisation/ Integration 16Group summaryYes 17Area-wise group summaryYes 18Sales registerYes 19Purchase registerYes 20Stock transfer registerYes 21Movement analysisYes 22Sales order outstanding reportYes 23Cash/fund flowYes 24Overdue receivables reportYes 25Overdue payable reportYes 26Post dated chequesYes 27LR summaryYes 28Truck-destination wise analysisYes 29Truck-wise analysisYes 30Consignee-wise analysisYes

20 © Tally Solutions Pvt. Ltd. All Rights Reserved 20 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts & MIS Reports SL NORequirementTally.ERP 9Customisation/ Integration 31Driver-wise analysisYes 32Store registerYes 33Tyre registerYes 34Spares and oil registerYes 35Driver log sheetYes 36Trip-wise performance reportYes

21 © Tally Solutions Pvt. Ltd. All Rights Reserved 21 © Tally Solutions Pvt. Ltd. All Rights Reserved Thank You For any queries please contact :- Visit :


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