Overview of Tally.ERP9 Software Solution For MANUFACTURERS From Prism IT Solutions Pvt. Ltd. (Master Tally Partner, Tally Service Provider, Tally Integrator)

Prism IT Solutions Pvt. Ltd. PRISM – AN INTRODUCTION  Associated with Tally Solutions Pvt. Ltd. as; Master Tally Partners (3Star MTP) Tally Service Provider (TSP) Tally Integrators (TI)  25 People Strong Team. Capable of Handling Complex Development / Implementation Tasks  Directors – Parag Apte & Shekhar Gole – having around 17 Years of Experience each on Tally.  Total installation base more than  Implemented mini-ERP solutions successfully at various places PRISM – AN INTRODUCTION  Associated with Tally Solutions Pvt. Ltd. as; Master Tally Partners (3Star MTP) Tally Service Provider (TSP) Tally Integrators (TI)  25 People Strong Team. Capable of Handling Complex Development / Implementation Tasks  Directors – Parag Apte & Shekhar Gole – having around 17 Years of Experience each on Tally.  Total installation base more than  Implemented mini-ERP solutions successfully at various places Prism IT Solutions Pvt. Ltd.

What is the basic concept of ‘Tally.ERP 9’ based Customized Solution’?  Based on the platform of Tally.ERP9  Using all the basic features Financial Accounting & Inventory Control of Tally.ERP9  With added flavor of ‘Customization’  Based on the platform of Tally.ERP9  Using all the basic features Financial Accounting & Inventory Control of Tally.ERP9  With added flavor of ‘Customization’ Prism IT Solutions Pvt. Ltd.

Document Customization Workflow Customization Report Customization Customization can be of Mainly Three Types Prism IT Solutions Pvt. Ltd.

What is Document Customiza tion ?  Document Customization is Customizing your own document formats in Tally. That Include Customization of;  Excise Invoice,  Service Invoice,  Purchase Order,  G.R.N.,  Issue Slip,  Subcontractor’s Challan - Form 4(5),  Production Note,  Material Transfer Note,  Packing List / Loading Sheet Etc. Prism IT Solutions Pvt. Ltd.

What is Report Customiza tion ?  Report Customization is – Customizing the report formats of the existing reports or adding new reports ( that does not exist in Tally9)  For e.g. Tally gives you a report of ‘Pending Purchase Order’ which is shown - Item-wise by default. With Customization, we can add the same report but shown as ‘Supplier-wise – Pending Purchase Orders’ Prism IT Solutions Pvt. Ltd.

What is Work-flow Customiza tion ? What is Work-flow Customiza tion ?  Work-flow customization is nothing but setting-up your own ‘Rules’ in the Work-flow. For e.g. you can set a rules such as; No G.R.N. allowed, if not matching with P.O. No Purchase Bill entered of Rates are not matching with P.O. rates. All the above transaction passed with ‘Authority’ Login but not accepted with ‘User’ login. Prism IT Solutions Pvt. Ltd.

What is Work-flow Customiza tion ? What is Work-flow Customiza tion ?  Another Examples of Work-flow Customization can be;  No Outward Material Allowed if the Stock is becoming ‘Negative’  No Outward Material allowed if the stock is going below ‘Min. Re-order- level’ with User’s login & will be accepted with ‘Authority’ login.  Mr. A may be given - P.O. raising power upto Rs. 5 Lakhs & Mr. B having Purchasing power upto Rs.50 Lakhs. Prism IT Solutions Pvt. Ltd.

 In case of ‘Open’ sales orders from the customer, you can enter the estimated order quantity with monthly schedules & track the ‘Pending Order / Schedule Summary’  In case of different sales orders from different customers, tracking is possible for pending sales order – Item-wise & Customer-wise Prism IT Solutions Pvt. Ltd.

 Material Indenting was not possible to be implemented in default Tally  We have developed a small Module that is dynamically connected to Tally – database  With, you can raise the Material Indent & link against Purchase Orders  You can have a separate report of ‘Pending Indents’ – Item-wise or transaction-wise.  Material Indenting was not possible to be implemented in default Tally  We have developed a small Module that is dynamically connected to Tally – database  With, you can raise the Material Indent & link against Purchase Orders  You can have a separate report of ‘Pending Indents’ – Item-wise or transaction-wise. Prism IT Solutions Pvt. Ltd.

 If your Q.C. procedure is linked on- line with material receipts, you can enter material – Accepted / Rejected details in G.R.N.  For Rejected material, you can either raise a ‘Rejection Note’ or ‘Debit Note’ or ‘Rejection Invoice’ depending on your procedures.  This can be an automatic procedure to generate ‘Rejection Invoice’ for the rejected material  In some case ‘reworking’ may be added back in the main stock. Prism IT Solutions Pvt. Ltd.

 The Material may be shown to be stored at different places / locations or in sections / sub-sections of any godown.  Material Inwards / Outwards of each godown / section can be tracked. Prism IT Solutions Pvt. Ltd.

 Issue Slip can be generated when the material is issued for production.  Bill of Material can be defined for any finished / semi-finished products  There can be Multiple BOMs for the same F.G. depending on the design. If the design changes, BOM will be changed. The user will have to select the ‘Design No.’ so that the appropriate BOM can be selected.  Production Note can be entered on-line as per the production lot.  There can be a single-level / Multiple level Production process till Finished Goods are produced. Prism IT Solutions Pvt. Ltd.

Sub- contracting  If the Material is to be sent out of Compound for Processing / reworking, Form 4(5) ( Earlier - 57F4 ) can be generated.  The first part of Material Dispatch can be shown / printed on-line while sending out the material.  You can have information / report on - Opening / Inward / Outward /Closing Stock at Subcontractor’s location. Prism IT Solutions Pvt. Ltd.

Sub- contracting Prism IT Solutions Pvt. Ltd.

Dispatch of Finished Goods  Sales Orders can be booked against which we can show Dispatched happened.  The Dispatch of the Material can be done through Excise Invoice / Commercial Invoice / Export Invoice or only through Delivery Challan. The same can be linked against Sales Order  The same can be linked against Sales Order booked or the Schedule of an Open-order.  In case of Delivery Challan, the Invoices can be linked against D.C. in the combination of One to many or many to one. Prism IT Solutions Pvt. Ltd.

Sales Order Pending – Customer- wise Prism IT Solutions Pvt. Ltd.

 For Project based Manufacturing, an important feature is provided for ‘Tracking’ the transactions related to any specific project.  All The P.O’s, G.R.N.s, Purchase Bills, Issue Notes, Production Notes, Form 4(5) can be tracked against any Sales Order / Work Order Number.  You can get a list of all transactions for any Work Order / Sales Order. This helps to derive the Material / Man- hours Costing for a Project/ Order. Prism IT Solutions Pvt. Ltd.

 Material Costing for a Project can be derived  A separate report can be provided to check  Project-wise Purchases with Total Purchase Cost  Project-wise GRNs – Quantity Analysis  Project-wise Material Consumption with Total Costing Prism IT Solutions Pvt. Ltd.

You can have ‘Material Planning’ ( M.R.P.) based on Bill of Material for the items mentioned in S.O.  ‘Material Planning’ module will calculate the required quantity of the R.M. for a particular S.O.  By considering the closing stock, it can calculate the Material Shortfall for that S.O.  It also considers the P.O.s already placed for the R.M. & reduces the requirement by that quantity Prism IT Solutions Pvt. Ltd.

Other Stock Reports Re-order Levels for R.M. / F.G. Stock report for any location in the format of – Opening / Inward / Outward / Closing. Monthly / Quarterly Summary. Stock Valuation Methods – Standard, FIFO, LIFO, Avg. Cost, Avg.. Price, Standard Price, FIFO/LIFO Perpetual, Monthly Avg. Cost etc. Stock Aging Analysis Multiple Price-lists. Movement Analysis Prism IT Solutions Pvt. Ltd.

Accounting Features.. It’s Tally….The Pioneer in Computerized Financial Accounting !! All the features are available…. Statutory Features… Excise Service Tax VAT TDS / TCS Prism IT Solutions Pvt. Ltd.

 Excise Reports… A full fledged Manufacturer’s Excise module is launched in which all the statutory reports required for Excise are given such as; -DSA -ER1 / ER3 Registers -PLA Register -CenVAT Credit register etc. Prism IT Solutions Pvt. Ltd.

 Payroll is already a part of Tally.ERP9.  By defining pay-heads –various formulae, Salary Structures can be defined for each individual / department.  PF / ESI returns  Payroll Register / attendance register and many more reports are available.  Can be integrated with Attendance Machine ( Biometric or Card based )  Man more reports will be added shortly in Release 3 of Tally.ERP9 Prism IT Solutions Pvt. Ltd.

 You can implement the Accessing of Data / Reports – user-wise  Every user will have accesses & restrictions defined for his Login.  The Restrictions can be for Viewing/ Altering / Printing of any transaction or report.  Back-dated entry can be restricted for specific No. of day or cut-off date. Prism IT Solutions Pvt. Ltd.

 In case of any sensitive data-entry where you need to check every transaction before is to be ‘posted’, you can implement Voucher Authorization.  In this feature, the entry made by the operated will be saved but not reflected in accounts / inventory.  It will be reflected only after it gets Authorized by any Authority.  Multiple transaction authorization is possible with a single command. Prism IT Solutions Pvt. Ltd.

Screen-shot of Voucher Authorization Prism IT Solutions Pvt. Ltd.

 A Wonderful Gift from Tally  It’s a technology innovated & implemented in Tally.ERP 9  With the help of this technology, you can view the Tally-data from any Remote Location. For e.g. if you are travelling, you can see your office data – live on your laptop.  Similarly you can check all the transactions of your branches live at Head Office Prism IT Solutions Pvt. Ltd.

 Similarly you can check all the transactions of your branches live at Head Office  You can edit ( Provided that your Login has given authority ) the data fro Remote Locations too.  Query based SMS system is the feature through which you access your information on your Mobile. For e.g. You can get your bank balance on your mobile by sending a query. The user may be in any part of the world! Prism IT Solutions Pvt. Ltd.

 In case you wish to have additional functionalities such as C.R.M. / Administrative software, there is 100% possibility of integrating Tally9 data with external databases / spread-sheets through its unique feature of Data- Import/Export  We can develop the interfaces with such outside functions through SDF / XML data structures. Prism IT Solutions Pvt. Ltd.

 You can integrate the outside data ( with any other software database ) Prism IT Solutions Pvt. Ltd.

How can we manage Tally.ERP 9 based solution at Multiple locations?  Use Tally.Net based Remote Login features to view the data / reports for any location  A Unique feature called ‘Tally-data- Synchronization’ will help you to integrate data from different locations. For that you need to…..  Have Internet Connection (Broadband ) at every location  Get Tally.ERP 9 implemented at each location  Make the synchronization periodically (preferably daily) Prism IT Solutions Pvt. Ltd.

 Tally is residing on its own ‘Proprietary’ Database from the beginning.  Considering the limitations in Data- handling of the Database used till Version 7.2, Tally launched a fresh new database structure in Tally9 which is supportive to Huge Data Volume with 50/ 100/ 200 or more concurrent users.  The database is now called to be based on ‘DROOT’ architecture ( Dynamic Recursive Object Oriented Technology ) Prism IT Solutions Pvt. Ltd.

 More & more interesting features based on Tally.Net technology will keep adding  Subcontracting ( Job-work ) module  My Favourites  Schedule-6 Balance Sheet  Multiple address for Company or Ledgers  Series B is in pipeline with virtually no limit on no. of masters/ transactions Prism IT Solutions Pvt. Ltd.

 From the date of your Confirm Order, it takes Generally - approximately 45 Days to Implement the Complete Solution for One Location.  Not, the implementation process, but Creation of Accounts/ Inventory Masters is a time-taking process, which can be reduced by providing interface with MS Excel or External database to get it into Tally.ERP9. Prism IT Solutions Pvt. Ltd.

 The Solution may consist of 3 Costs mainly;  Tally.ERP 9 Licensing Cost : Rs.40,500/-* for LAN Version at Present ( per location )  Customization + Implementation Cost : This may vary from case to case. Depends on size & complexity of the solution. Can be in the range starting with Rs.2 Lacs to Rs.15 Lacs Prism IT Solutions Pvt. Ltd.

PRISM IT SOLUTIONS PVT. LTD. PUNE (HEAD OFFICE) 314-A, BHARAT BHAVAN, OFF BAJIRAO ROAD, 1360, SHUKRAWAR PETH, PUNE TEL: (020) FAX: (020) MUMBAI (BRANCH OFFICE) 301, J.K.CHAMBERS, PLOT 76, SECTOR 17, VASHI, NAVI MUMBAI TEL: (022)

Prism IT Solutions Pvt. Ltd.