2 Agenda Transport Management –An Overview How Transport Management Operations are StructuredTally.ERP 9 for Transport ManagementBusiness Process FlowPrimary Requirement- Hence OpportunityTally.ERP 9- Fitment
3 Transport Management –An Overview Accounts/MISReportsTruck/VehicleManagementGoods deliveryManagementGarage/StoresManagement
4 How Transport Management Operations are Structured
5 Transport Management –Truck/Vehicle Management An OverviewAccounts/MISReportsTruck/VehicleManagementGoods deliveryManagementGarage/StoresManagement
6 Primary Requirement-Vehicle/Truck Management - Hence Opportunities Category/ModuleMajor RequirementExplanationVehicle / Truck ManagementManaging own and hired vehicleDepending 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 informationCreation 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.ERP 9 Fitment- Vehicle/ Truck Management SL NORequirementTally.ERP 9Customisation/ Integration1Vehicle master creationYes2Manage vehicle database3Manage road tax information4Manage home tax information5Track the vehicle with vehicle number6Consignee master creation7Vehicle owner name (Hired)8Vehicle type details9Vehicle engine and chaises no information10Vehicle model details11Vehicle database12Drivers master creation13Drivers database management14Transporters database management15Area-wise consignee management
8 Transport Management –Goods Delivery Management An OverviewAccounts/MISReportsTruck/VehicleManagementGoods deliveryManagementGarage/StoresManagement
10 Primary Requirement- Goods Delivery Management- Hence Opportunities Category/ModuleMajor RequirementExplanationGoods Delivery ManagementLorry 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 managementAgainst 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.ERP 9 Fitment- Goods Delivery Management SL NORequirementTally.ERP 9Customisation/ Integration1Manage drivers databaseYes2Generate the delivery order3Generate the lorry receipt (LR)4Manage the destinations masters5Create different price levels (Associations, Markets)6LR summary7Pending delivery order report8Driver-wise productivity analysis9Sales order management10Log sheet management11Fuel consumption management12Vehicle-wise analysis13Consignee-wise analysis14Drivers wages management15Manage the conveyance expenses16Display rate and balance amount in fright memoContd..
12 Tally.ERP 9 Fitment- Goods Delivery Management SL NORequirementTally.ERP 9Customisation/ Integration17Invoice cancellationYes18Multiple destination delivery management19Vehicle-wise performance report20Quotation/ Proposal generation21Specify number and kind of packages22Manage the toll charges23Manage the other delivery expenses24Generate proposals25Convert the proposals to orders and invoice
13 Transport Management –Garage/Stores Management An OverviewAccounts/MISReportsTruck/VehicleManagementGoods deliveryManagementGarage/StoresManagement
14 Primary Requirement- Garage/Stores Management - Hence Opportunities Category/ModuleMajor RequirementExplanationGarage/ Stores ManagementInventory ManagementThe 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.ERP 9 Fitment- Garage/ Stores Management SL NORequirementTally.ERP 9Customisation/ Integration1Supplier database managementYes2Categorization of suppliers3Tyre master creation4Other spare parts master creation5Lubricant master creation6Purchase of tyre7Tyre retreading management8Purchase of other spare parts and lubricants9Allotment of tyre and other spare parts to vehicles10Transfer of tyre and spare parts to different branches11Scraped tyre management12Store register13Tyre register14Purchase orders15Re-order statusContd..
16 Tally.ERP 9 Fitment- Garage/ Stores Management SL NORequirementTally.ERP 9Customisation/ Integration16Third party stock item in hand informationYes17Stock at third party location information18Stock summary19Godown management20Item movement analysis21Purchases bill pending22Purchase orders pending23Physical stock register24Vehicle repair cost management
17 Transport Management –Accounts/ MIS Reports An OverviewAccounts/MISReportsTruck/VehicleManagementGoods deliveryManagementGarage/StoresManagement
18 Tally.ERP 9 Fitment- Accounts & MIS Reports SL NORequirementTally.ERP 9Customisation/ Integration1Generate InvoiceYes2Generate purchase orders3Enable cheque printing4Bank reconciliation5Receipts and payments6Reminder letters7Confirmation of accounts8Outstanding receivable9Outstanding payables10Profit and loss account11Balance sheet12Statutory compliances13Payroll management14Trial balance15Cash/ bank books
19 Tally.ERP 9 Fitment- Accounts & MIS Reports SL NORequirementTally.ERP 9Customisation/ Integration16Group summaryYes17Area-wise group summary18Sales register19Purchase register20Stock transfer register21Movement analysis22Sales order outstanding report23Cash/fund flow24Overdue receivables report25Overdue payable report26Post dated cheques27LR summary28Truck-destination wise analysis29Truck-wise analysis30Consignee-wise analysis