SOLUT ON BOOSTER
Tally.ERP 9 Solution Boosters A SET OF “JUST
READY� TO IMPLEMENT
TALLY SOLUTIONS
HANDPICKED BY OUR DEVELOPERS FOR YOU.
Your company may be into Trading, Distribution, Manufacturing or Service. There are some solution offerings from us which when utilized can definitely improve some important part of your Business operations. Antraweb over past 2 decades have customised various needs of customers from different segments & Industries. We have gone through a project cycle with each of them which includes making System requirement Document, System design, development & testing, Implementation & training. There are times where multiple iteration are required to freeze a single phase of project. The total project time period varies from 15 days to 6 months depending on depth & complexity. From a few thousands of such projects, we have shortlisted a little over hundred such customization, which are popular & general, and with little further customization can be adapted & implemented in your company. Now no more painful project cycle, No uncertainties, No lead time. Just give a call to our Tally Expert. He will take you through a list of solutions applicable to your Industry. A detailed demonstration can be give for the solutions selected by you. If any of the applicable solution are 95% fitment for you then with little customisation the same can be implemented at your place with less efforts on both side, less time & cost.
A WIN-WIN SITUATION FOR ALL
E-mailing of Invoice / Purchase Order / Delivery Note on Voucher creation
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INVOICE
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E MAIL
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The system emails default Invoice copy as attachment in PDF format to the party email id (mentioned in the Party master) after the Sales Invoice is created & saved. Ditto for Purchase Order to supplier & Delivery note to Party. CC/BCC can be sent to internal user & customized as required.
Auto Email scheduling of default Tally reports (3 Reports) Stock Summary report, Outstanding Receivable Report , Re order status.
Auto Schedule Outstanding Email to selected Group of Debtors Auto schedule option to send email to all the ledgers of a selected sundry debtor group. The email shows total outstanding & overdue amount.
One click Outstanding Email to selected Group of Debtors
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A one click option to send email to all the ledgers of a selected sundry debtor group. The email shows total outstanding & overdue amount. The user also has the option to deselect or remove a particular party who will not be sent the email.
Email with Customized Body template (HTML) - C Form Pending An Option is given in Gateway of Tally to create user define template of C Form Pending , where user can write a sentences or paragraph for concern or Pending C Form and the period is given to send email period wise or Quarter wise for the same.
Email Payslip with Digital Signature on Specified Date An Option is given to Email Payslip of an Employee having specified Email Id in Employee master. Also Email id keep mandatory in an employee master and at the time of Emailing Payslip if email id of an employee is empty then list of employees report will show, as user can enter the report and fill email id for the same.
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E MAIL
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Controlling display of Rate & Value while entering vouchers Budget Control with Overriding facility As we know, In default Tally we can define budget & the same is checked during voucher entry. The system gives an alert when the value goes above the budget & if required the user is not allowed to save the entry. In practical business environment, The Manager should be allowed to override the defined budget so that the user can go ahead with creating the entry. In project based company such control is very much required. This solutions is built specifically for Ledger Budgets. Group & Cost Centre Budget is not taken care of. If required same can build. Also a exception report can be developed which lists all such episode of overriding, By whom & the reason for the same.
It is important for Management that the rate & value of Stock items are not seen by data entry person while making Purchase entry from PO, Store Issue, Production entry etc. - The solution was designed wherein the Administrator can restrict / Control displaying rate & value while entering the inventory transactions Further Customization Possibilities - The user can also be restricted in viewing rate & value of stock items in Stock Summary, other Voucher listing reports and print outs etc.
Order Quantity Control The control does not allow items to be Delivered more than the Sales order & also it does not allow items to be purchased more than the Purchase order. However there is a provision for defining a tolerance level at Stock Group Level where the % of excess supply or receipt can be defined. For Ex. order Qty is 100, excess supply is 5%, then max of 105 qty can be delivered.
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CONTROL
CONTROL 152
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Control Rate of Item during sales entry
Preventing Entry of sales/Purchase invoice without Sales/Purchase order Selection
Control your stock item rate during invoice entry so that it does not go above the standard rate mentioned in stock item master for the month. Without Standard rate Item will not get Selected.
Control at Sales/Purchase invoice booking User can not enter bills without selecting orders. The option of "Not applicable" and "New Number" are removed from the sales order selection list.
Serial No. Management Features - Define Voucher Type for which Serial Number to be activated eg. Sales, Purchase, Stock Transfer, POS etc. - Option to enable serial number for a particular Stock Item. - Godown/Location wise Tracking of Serial No. - Recall complete history of any serial number as in when it was purchased, Sold etc. - Serial numbers can be entered manually or through Barcode. - Import Serial No from excel file. Warranty management Manage Warranty for Stock Items with Serial number enabled. Define Warranty in Days/Months/Years. Also define absolute date for warranty. Manage separate warranty given by supplier & also given to customer. Recall Warranty details for any serial number quickly. Exception Management There are various exceptions which happens practically its is important to accommodate those in the software. The solution actually does that but not without tracking the exceptions. It gives you a complete log of such exceptions like Force Close, Force Open etc of Serial numbers.
Quality Control (QC) during Material Receipt/ Production
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For Manufacturing companies it is important to have quality control system when the material is received from the supplier. Also equally important is to assure that the goods produced meets the quality expectation of the customers. This solution allows to define quality parameters for Raw material & Finished goods. The Raw material hits the store & ready for issue to production only after QC test is done. The result of tests are entered by quality department and the approved consignment is cleared for further use. The same system is followed in production. The Goods produced are sent for quality assurance & the results are entered in the system before it is ready for dispatch to customers. The quality control person can print certificate of analysis for the raw material procured & Goods produced.
Rack wise/ Bin wise Stock Management Tally Manages godown/Location wise stocks efficiently. However there are organizations (Manufacturers, distributors, traders, retailers) who would require to manage their inventories lying in Multiple racks or bins (in thousands). Opening godowns in thousands in Tally will affect its performance & is not recommendable. With the solution the company will be able to maintain & view stock lying across thousand of racks / bins comfortably. A comprehensive report gives complete status of stock with facility to find the product in Single or Multiple Godown / Location with Multiple Stock item kept at Multiple Location & Rack No / Bin no.
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FUNCTIONALITY/ PROCESSES
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Sales Quotation System
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Create & Print quotation Convert approved quotation into Sales order Pending Quotation report Before order confirmation company sent the quotation to customer and if customer approved the same it converts into sales order, the designed solution keeps the record of quotation, if customer wants any changes in given quotation user can revise the same before confirming it into sales order. The report is given for pending quotation from which user can see all unconverted quotation, user can print, revise, duplicate the quotation and after confirmation user can convert it into sales order automatically.
Pre-Purchase System / Indent system
FUNCTIONALITY/ PROCESSES
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The Pre-Purchase Work Flow Indent Entry --> Pending Indent --> Invitation for Quotation from Approved Vendor --> Quotation entry & Comparison --> Purchase Order for Pending Indent . User can raised indent with information like department name, stock item name, quantity etc. The authorized purchase person can view the accumulated pending Indents. For each Stock item indent he can raise a request for quotation to all the approved vendors. An E-mail is sent to approved vendors requesting quotation for the selected stock items. After getting quotation from vendors, the purchase user can fill vendor wise stock item's rate as per quotation received and then go on to compare the rates with quotation comparison report. At the time of purchase order creation, user can select one or multiple indents, after selection of indents, all details from indent will auto set in purchase order. User also can order partial quantity. In case of partial quantity ordered, indent wise pending quantity will show in report . User also can short close the indent.
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Barcode & Label Solution in Tally Design your own Barcode label & Plain Label & print from various transactions in Tally like Purchase, Stock Journal, Receipt note.
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FUNCTIONALITY/ PROCESSES
Supplier wise Rate Contract in Excel Sheet
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The user has to manage an excel file for each Supplier which contains Rate Contract for Stock Items. While making Purchase Order for the supplier the user will not be allowed to enter stock item Rate more then the Rate defined in the Contract. Also the user will not be allowed to create purchase order for items not specified in the Supplier excel sheet.
Import Purchase & landed cost
Landed cost is the total cost of the material imported through shipment including purchase price, freight, insurance, and other costs up to the port of destination. In some instances, it also include the customs duties and other taxes levied on the material imported. Landed cost on imported materials is calculated on the Purchase Price + other expenses incurred on the stock Item. Using Landed cost module we can carry out the following import process at one consolidated place: 1.Transfer the imported material from Port to destination godown. 2.Book the actual and provisional expenses which gets apportioned equally in the value of single/multiple items with multiple batches. 3.Automatic calculation of cost for single/Multiple Item on specified method like appropriate by qty or value. 4.Comprehensive report which provides the complete overview of landed rate achieved after expenses incurred during transit from port to destination.
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Freight / Octroi / Labour-bill reconciliation
Companies uses transporter facilities to deliver goods to customers and also to receive or pickup material from suppliers. It is important to track the freight amount of this services and see that no service is billed twice by the service provider. The solution adopts reconciliation of purchases & sales transactions as a method to avoid duplicate billing. A journal expense voucher is created for the reconciled transaction & hence the transporter bill is booked.
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Companies with multiple branches/Locations usually maintains separate data in Tally.ERP 9. Each branch makes sales bill to the same Party/Customer but for its different location. So for the same party there is outstanding receivable in more than one branches. Most of the time this Customer makes centralized payment to head office. The accountant of the company has to make a receipt entry in HO company crediting its branches. Also he will make a journal entry in branch company crediting the customer/party, knocking off the outstanding bills & debiting the head office account. This is not only tedious exercise, there are chances that the second entry is skipped or amount entered is wrong & later lot of time is spent on inter-branch account reconciliation. The solution offered allows the user to enter a single receipt entry in the HO & on saving, it will automatically create a journal entry in respective Branch company.The solution however does not have capability to reverse the entry in case of alteration/ deletion of voucher.Possible enhancement in making a payment entry for Branches at HO.
AUTO ENTRY
Inter company / Branch Sales to Purchase Auto Entry
Centralized Party Receipt in HO for multiple branches
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Auto entry of Branch Transfer / Inter company sales to Purchase. Here the Master of both the companies play a major roll for transferring the data from One company to another company. The Master like stock item & Units should be same at both the companies to pass the auto entry into another company. Note : Only default entry without statutory like VAT/ CST/ EXCISE/ Service Tax etc.
Notice Board in Tally
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The user will see all the notices from management / administrator when he logs into Tally, The administrator or authorized person can create notices with date, Title & a long description along with the period for which it will be displayed to all the users.
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Master Creation Management in Multiple companies
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It is now simple to create ledgers, Ledger Group, Stock Items, Stock Group, Stock Units in one Company and allow it to be created in all other open companies automatically. - No problem of inconsistent masters eg. "Conveyance" in one company & "Conveyance Expense" in another company. - Avoid Data mismatch during Sync.
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Printing of Stock Imagein Vouchers and Stock Summary Report Option for attaching Image with each stock item in the master. Image specified in the master of the stock item will be printed on Purchase order and stock Summary Report. Further Customization possibilities - stock item Image can be printed in more documents & reports
Stock Item Creation Made Simple, Parameterized and Error Free For Stock items with multiple parameters there are high chances of making errors while creating a stock item. Item Name creator allows defining standard pop up for each parameter & allows the user to select it in sequence. Once all parameters are selected, the Item name is created. Eg. parameters : Stock Type = Ribbon MM = 3 Mtr = 20 Color = Blue Item Name = Combination of above ( i.e Stock Type + MM + Mtr + Blue) Item Name = Ribbon 3 mm X 20 Mtr Blue POSSIBLE ENHANCEMENT Lot of enhancement possible related to MIS reporting & printing of stock item in Invoice. eg. Stock item = A+B+C and the customer may want to print only A+C in the invoice.
Customer Outstanding Follow up History
Godown Selection at Voucher header level & Auto setting at inventory Level
For each outstanding bill enter followup remarks and the same is saved with the entry date & user name. A report displaying all the outstanding receivables along with the history of followup details is generated. The report can be filtered with name of the the user. An option to remove the history of followup is also provided.
The facility reduces the keystroke for selecting Godown at for each stock items since it has been already selected at voucher header level & is auto set at inventory level. Also it removes entry level errors too.
132 Increase Item Name Width In some Industries name of stock item is so large, that it is not clearly visible while entry, reports, Selection etc. This solution will Increase The Width of Stock Item Field so that it is clearly visible. Note : Some Places Item Name Will Scroll Down. The benefited reports are : Creations Of Stock Item, Voucher Entry, Sales Register etc .
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Employee Document Attachments in Tally Payroll The Human Resource Department can attach the Scanned employee Documents i.e. Mark sheets, Certificates etc. to particular Employee Master in Tally Payroll.
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OTHERS
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Antraweb Technologies Pvt. Ltd. Mumbai
|
Pune
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Hyderabad
|
Nagpur
|
Dubai
sales@antraweb.com | salespune@antraweb.com | support@antraweb.com | salesnagpur@antraweb.com | asiaent@eim.ae
022 4086 4086