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© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Petrol Bunks.

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Presentation on theme: "© Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Petrol Bunks."— Presentation transcript:

1 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 For Petrol Bunks

2 © Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Petrol Bunk Solution -Overview How Petrol Bunk Operations Structured Tally.ERP 9 For Petrol Bunk Business Process Flow Primary Requirement Tally.ERP 9- Fitment

3 © Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Petrol Bunk Solution -Overview Petrol Bunk Solution Overview SUPER MARKET MANAGEMENT LUBRICANTS MANAGEMENT MIS REPORTS SALES MANAGEMENT PURCHASE MANAGEMENT ACCOUNTS & STATUTORY

4 © Tally Solutions Pvt. Ltd. All Rights Reserved 4 4 How Petrol Bunk Business Operations Structured

5 © Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Petrol Bunk Solution – Purchase Management Petrol Bunk Solution Overview SUPER MARKET MANAGEMENT LUBRICANTS MANAGEMENT MIS REPORTS SALES MANAGEMENT P U R C H A S E M A N A G E M E N T ACCOUNTS & STATUTORY

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 PurchasePurchase orderThe purchase order for petrol/diesel is placed through Dealer Management System. Tracking of these PO and the delivery against the PO is very important. Density checkSupplier would be mentioning the density of petrol/diesel(quality ) of the product while delivering. Once the petrol bunk receives the petrol/diesel, they would validate the product density and based on the density of the product, they categorise them as unleaded, super etc. and fill in to tanks.

8 © Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Tally.ERP 9 Fitment- Purchase Management SL NORequirementTally.ERP 9Customisable/ Integration 1Purchase order for petrol and dieselYes 2Purchase invoice for petrol/dieselYes 3Supplier information for petrol/diesel purchaseYes 4Petrol tank creation –allocation & capacity informationYes 5Nozzle creationYes 6Opening meter readingYes 7Outstanding payablesYes 8Purchase invoice generationYes 9Supplier current balance in purchase invoiceYes 10Cheque printingYes 11Purchase registerYes 12Purchase bill pending reportYes 13‘Confirmation of accounts’ to suppliersYes 14Purchase order summaryYes 15Purchases summaryYes 16Density checks and categorizationYes

9 © Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 Tally.ERP 9 Fitment- Purchase Management SL NORequirementTally.ERP 9Customisable/ Integration 17Purchase bill pending reportYes 18Outstanding paymentsYes 19Payment advice to banksYes

10 © Tally Solutions Pvt. Ltd. All Rights Reserved 10 © Tally Solutions Pvt. Ltd. All Rights Reserved Petrol Bunk Solution – Sales Management Petrol Bunk Solution Overview SUPER MARKET MANAGEMENT LUBRICANTS MANAGEMENT MIS REPORTS SALES MANAGEMENT PURCHASE MANAGEMENT ACCOUNTS & STATUTORY

11 © Tally Solutions Pvt. Ltd. All Rights Reserved 11 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow-Sales Management

12 © Tally Solutions Pvt. Ltd. All Rights Reserved 12 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement-Sales Management Category /Module Major RequirementExplanation SALES Daily sales register(DSR)The daily sales report should contain the opening (morning) and closing(evening) meter readings of nozzles, cash sales, credit sales, total sales amount and current stock in each tank. Some of the suppliers ask the daily sales report in a specific format (Depends on supplier). Price fluctuation management Managing of frequent price fluctuations is a major requirement in petrol bunks. Based on the change in price, they will have to make necessary changes in the nozzles to take an immediate effect.

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 1Cash salesYes 2Credit salesYes 3Meter reading entryYes 4Nozzle balance informationYes 5Daily meter reading entryYes 6Petro cards handlingYes 7Vehicle information in sales invoiceYes 8Daily credit sales reportYes 9Daily stock reportYes 10Daily cash reportYes 11Stock summary reportYes 12Opening meter readingYes 13Closing meter readingYes 14Bill generation for credit salesYes Contd..

14 © Tally Solutions Pvt. Ltd. All Rights Reserved 14 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 fitment- Sales Management SL NORequirementTally.ERP 9Customisable/ Integration 15Standard selling price (Handling of price fluctuation)Yes 16Petrol tank information in billYes 17Physical stock registerYes 18Credit limits for partiesYes 19Credit/ debit card salesYes 20Sales bill pending reportYes 21Reminder lettersYes

15 © Tally Solutions Pvt. Ltd. All Rights Reserved 15 © Tally Solutions Pvt. Ltd. All Rights Reserved Petrol Bunk Solution – Lubricants Management Petrol Bunk Solution Overview SUPER MARKET MANAGEMENT L U B R I C A N T S M A N A G E M E N T MIS REPORTS SALES MANAGEMENT PURCHASE MANAGEMENT ACCOUNTS & STATUTORY

16 © Tally Solutions Pvt. Ltd. All Rights Reserved 16 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow-Lubricants Management

17 © Tally Solutions Pvt. Ltd. All Rights Reserved 17 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Lubricant Management Category /Module Major RequirementExplanation Brand managementPetrol bunks deals with different brands of Lubricants. Based on the fast and slow moving brands, management take action to deal with product. Also the availability of stock report (brand-wise ) is also important.

18 © Tally Solutions Pvt. Ltd. All Rights Reserved 18 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Lubricants Management SL NORequirementTally.ERP 9Customisable/ Integration 1Purchase order for lubricantsYes 2Purchases of lubricantsYes 3Sales of lubricantsYes 4Stock summaryYes 5Lubricant category creationYes 6Stock category reportYes 7Fast and slow moving itemsYes 8Stock item profit reportYes 9Brand managementYes 10Multiple units handlingYes 11Price level creationYes 12Re-order level creationYes 13Re-order statusYes

19 © Tally Solutions Pvt. Ltd. All Rights Reserved 19 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Lubricants Management SL NORequirementTally.ERP 9Customisable/ Integration 14Product brand wise reportYes 15Purchase order summaryYes 16Sales registerYes 17Purchase registerYes 18Bar code printing and scanningYes

20 © Tally Solutions Pvt. Ltd. All Rights Reserved 20 © Tally Solutions Pvt. Ltd. All Rights Reserved Petrol Bunk Solution – Supermarket Management Petrol Bunk Solution Overview S U P E R M A R K E T M A N A G E M E N T LUBRICANTS MANAGEMENT MIS REPORTS SALES MANAGEMENT PURCHASE MANAGEMENT ACCOUNTS & STATUTORY

21 © Tally Solutions Pvt. Ltd. All Rights Reserved 21 © Tally Solutions Pvt. Ltd. All Rights Reserved Process Flow- Supermarket Management

22 © Tally Solutions Pvt. Ltd. All Rights Reserved 22 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Supermarket Management Category /Module Major RequirementExplanation Inventory/stock management along with billing Management of the purchases and sales of inventories are very important. These inventories include snacks, cool drinks, water bottles, coffee, tea, biscuits etc. Since these super markets are also a revenue generating department, the management of these inventories are also important.

23 © Tally Solutions Pvt. Ltd. All Rights Reserved 23 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Supermarket Management SL NORequirementTally.ERP 9Customisable/ Integration 1Purchase order generationYes 2Goods receipt noteYes 3Purchase invoiceYes 4Bar code printing and scanningYes 5 Purchase orders summery (Inventory wise) Yes 6 Re-order level report Yes 7Purchase registerYes 8Purchase order bookYes 9Purchase bill pending reportYes 10 Stock transfer analysis Yes 11Cash sales, credit sales, card salesYes 12Price listYes 13Sales registerYes

24 © Tally Solutions Pvt. Ltd. All Rights Reserved 24 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Supermarket Management SL NORequirementTally.ERP 9Customisable/ Integration 14Sales orders bookYes 15Movement analysisYes

25 © Tally Solutions Pvt. Ltd. All Rights Reserved 25 © Tally Solutions Pvt. Ltd. All Rights Reserved Petrol Bunk Solution – Accounts & Statutory Petrol Bunk Solution Overview SUPER MARKET MANAGEMENT LUBRICANTS MANAGEMENT MIS REPORTS SALES MANAGEMENT PURCHASE MANAGEMENT ACCOUNTS & STATUTORY

26 © Tally Solutions Pvt. Ltd. All Rights Reserved 26 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts & Statutory SL NORequirementTally.ERP 9Customisable/ Integration 1Receipts and paymentsYes 2Cash and bank booksYes 3Bank reconciliationYes 4Physical stock register managementYes 5Trial balanceYes 6Profit and loss accountYes 7Balance sheetYes 8Outstanding receivablesYes 9Outstanding payablesYes 10Deposit slipsYes 11Sales registerYes 12Purchase registerYes 13VATYes

27 © Tally Solutions Pvt. Ltd. All Rights Reserved 27 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment- Accounts & Statutory SL NORequirementTally.ERP 9Customisable/ Integration 14Service taxYes 15Overdue receivablesYes 16Overdue payablesYes 17Confirmation of accountsYes 18Reminder lettersYes 16Post dated cheque managementYes 17TDSYes

28 © Tally Solutions Pvt. Ltd. All Rights Reserved 28 © Tally Solutions Pvt. Ltd. All Rights Reserved Petrol Bunk Solution – MIS Reports Petrol Bunk Solution Overview SUPER MARKET MANAGEMENT LUBRICANTS MANAGEMENT M I S R E P O R T S SALES MANAGEMENT PURCHASE MANAGEMENT ACCOUNTS & STATUTORY

29 © Tally Solutions Pvt. Ltd. All Rights Reserved 29 © Tally Solutions Pvt. Ltd. All Rights Reserved Tally.ERP 9 Fitment-MIS Reports SL NORequirementTally.ERP 9Customisable/ Integration 1Daily cash sales reportYes 2Vehicle wise reportYes 3Transporter wise reportYes 4Petrol tank wise reportYes 5Petrol tank- opening and closing reportYes 6Daily credit sales report with vehicle informationYes 7Daily stock reportYes 8Product wise sales reportYes 9Daily collection reportYes

30 © Tally Solutions Pvt. Ltd. All Rights Reserved 30 © Tally Solutions Pvt. Ltd. All Rights Reserved Thank You For any queries please contact :-


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