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

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2 Agenda Jewellery Management Solution –An Overview How Jewellery Management Operations are Structured? Tally.ERP 9 for Jewellery Management Business Process Flow Primary Requirement Tally.ERP 9- Fitment

© Tally Solutions Pvt. Ltd. All Rights Reserved 3 3 Jewellery Management Solution –An Overview Jewellery Solution An Overview MIS reports Finance Management Goldsmith Management Stock Management

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

© Tally Solutions Pvt. Ltd. All Rights Reserved 5 5 Jewellery Management Solution –Stock Management Jewellery Solution An Overview MIS reports Finance Management Goldsmith Management Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 6 6 Primary Requirement- Stock Management- Purchase Category/ModuleMajor Requirement Explanation PurchasePurchases from un- registered dealers Most cases, the gold will be purchased from unregistered dealers.

© Tally Solutions Pvt. Ltd. All Rights Reserved 7 7 Primary Requirement- Stock Management- Sales Category/ModuleMajor Requirement Explanation SalesManage daily price fluctuations Managing the daily price fluctuation is very important for the retailers. There are chances that the prices may vary multiple times in a single day. Manage estimates and quotations Estimates /quotations should be prepared before sales, sales orders, and old gold purchases. If customer confirms the estimates then it should be converted to invoice. Estimates which are not confirmed by the customer, can be removed from the system. Manage salesman commission In each sales, multiple sales representative are involved. When they finalize one customer enquiry (order/sales), sale commission has to be accounted and to be added to salary Custom ornament orders Complete customer order details should be recorded before transferring to goldsmith. Booking of in-stock ornaments, booking with alterations, processing order based on samples need to be handled appropriately. Entire chain from order-to-goldsmith up to delivery-to- customer should be handled.

© Tally Solutions Pvt. Ltd. All Rights Reserved 8 8 Process Flow- Stock Management- Sales

© Tally Solutions Pvt. Ltd. All Rights Reserved 9 9 SL NORequirementPresent in Tally.ERP 9Present in Solution 1Jewellery master creationYes 2Multiple ornament group creationYes 3Multiple stock categorization (22 /24 carat, wedding collection etc.) Yes 4Batch managementYes 5Price level creationYes 6Standard selling ratesYes 7Manage opening balancesYes 8Multiple units of measuresYes 9Purchase orderYes 10Goods receipt noteYes 11Purchase invoiceYes 12Jewellery sales orderYes 13Estimates and quotationsYes 14Jewellery sales invoiceYes 15Salesman detailsYes Contd.. Tally.ERP 9 Fitment- Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 10 © Tally Solutions Pvt. Ltd. All Rights Reserved SL NORequirementPresent in Tally.ERP 9Present in Solution 16Sales order tracking in invoiceYes 17Item rate based on bill date or order dateYes 19 Item gross weight detailsYes 20 Total item charges details (like making charges, stone charges, VAT etc.) Yes 21Receipt (advance) detailsYes 22Print receipt (advance) detailsYes 23Manage multiple modes of payments in sales invoiceYes 24Print sales invoice with complete informationYes 25Ornaments inward managementYes 26Manage net weightYes 27Stock item monthly summaryYes 28Batch reportYes 29 Sales order bookYes 30Manage stock transfers to branchesYes Contd.. Tally.ERP 9 Fitment- Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 11 © Tally Solutions Pvt. Ltd. All Rights Reserved SL NORequirementPresent in Tally.ERP 9Present in Solution 31Movement analysisYes 32Stock category reportYes 33Sales order outstanding reportsYes 34Purchase bill pending reportYes 35Sales registerYes 36Purchase registerYes 37 Sales man commission calculationYes 38Sales commission reportYes 39Purchase order outstandingYes 40Bar code scanningYes 41Bar code printingYes Contd.. Tally.ERP 9 Fitment- Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 12 © Tally Solutions Pvt. Ltd. All Rights Reserved Jewellery Management Solution – Goldsmith Management Jewellery Solution An Overview MIS reports Finance Management Goldsmith Management Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 13 © Tally Solutions Pvt. Ltd. All Rights Reserved Primary Requirement- Goldsmith Management Category/ModuleMajor Requirement Explanation Goldsmith Management Issues and receipts Goldsmith issues and receipts need to be recorded with samples drawings if any. The pending jobs with goldsmith, work to be given to goldsmith, labour charges and delivery schedule reports are very important.

© Tally Solutions Pvt. Ltd. All Rights Reserved 14 © Tally Solutions Pvt. Ltd. All Rights Reserved SL NORequirementPresent in Tally.ERP 9Present in Solution 1Goldsmith database managementYes 2Our-stock-with-goldsmithYes 3Find third party stock with usYes 4Multiple goldsmith managementYes 5Stock transfer to goldsmithYes 6Goldsmith-wise pending order reportYes 7Goldsmith-wise sales order reportYes 8Stock receipt from goldsmith to showroomYes 9Goldsmith-wise order pending reportYes 10Goldsmith commission or wages managementYes 11Wastage managementYes 12Goldsmith-wise stock reportYes 13Delivery schedule reportYes Tally.ERP 9 Fitment- Goldsmith Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 15 © Tally Solutions Pvt. Ltd. All Rights Reserved Jewellery Management Solution – Finance Management Jewellery Solution An Overview MIS reports Finance Management Goldsmith Management Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 16 © Tally Solutions Pvt. Ltd. All Rights Reserved SL NORequirementPresent in Tally.ERP 9Present in Solution 1Manage counter-wise billingYes 2InvoiceYes 3Cash and bank booksYes 4Receipts and paymentsYes 5Bank reconciliationYes 6Cheque printingYes 7Multiple modes of paymentYes 8Calculate item wise profitYes 9Manage invoice wise profitYes 10Calculate sales order wise profitYes 11Manage outstandingYes 12PayrollYes 13Balance sheetYes 14Profit and loss accountYes 15Statutory complianceYes 16 Branch managementYes Contd.. Tally.ERP 9 Fitment- Finance Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 17 © Tally Solutions Pvt. Ltd. All Rights Reserved SL NORequirementPresent in Tally.ERP 9Present in Solution 17 Data synchronization between branchesYes Contd.. Tally.ERP 9 Fitment- Finance Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 18 © Tally Solutions Pvt. Ltd. All Rights Reserved Jewellery(Retail)Management Solution – MIS Reports Jewellery Solution An Overview MIS reports Finance Management Goldsmith Management Stock Management

© Tally Solutions Pvt. Ltd. All Rights Reserved 19 © Tally Solutions Pvt. Ltd. All Rights Reserved SL NORequirementPresent in Tally.ERP 9Present in Solution 1Goldsmith-wise stock reportYes 2Sales man- wise commission reportYes 3Stock summaryYes 4Summary of old gold receiptYes 5Purchase registerYes 6Sales registerYes 7Order-wise outstanding reportYes 8Receipts and payment reportYes 9Stock transfer reportYes 10Daily sales reportYes 11Daily purchase reportYes 12Daily gold price reportYes Tally.ERP 9 Fitment- MIS Reports

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