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Tally.

ERP 9 for Transport Management

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Agenda

• Transport Management –An Overview

• How Transport Management Operations are Structured

• Tally.ERP 9 for Transport Management

• Business Process Flow

• Primary Requirement- Hence Opportunity

• Tally.ERP 9- Fitment

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Transport Management –An Overview

Truck/Vehicle Transport Management Accounts/MIS


Management An Overview Reports

Goods delivery Garage/Stores


Management Management

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How Transport Management Operations are Structured
Schematic Representation of Transport Management Solution on Tally.ERP 9

Vehicle/Trucks Goods Delivery Garage/ Stores


Accounts/ MIS Reports
Management Management Management

Manage drivers database


Manage vendors database Invoice generation
Manage own and hired vehicles
Manage destination masters
Categorise the vendors (oil, Cheque printing
Manage vehicle masters &
spare parts, tyre etc.)
database (‘engine no’, ’chassis Manage price levels based on
Bank reconciliation
no, ‘model no’ etc.) destination
Manage tyre purchase and
issue Profit and Loss account
Manage different transporters Manage price level masters for
database associations and potential
Manage tyre masters (colors, Balance sheet
markets
source godown, brand, type
Manage home tax and road tax
etc.) Purchase order management
paid information Manage fuel consumption of
vehicles
Manage spare parts and oil Statutory compliances
Vehicle-wise analysis
masters
Generate delivery order (DO)
Payroll management
Transporter- wise analysis
Manage purchase and issue of
Generate lorry receipt (LR)
spare parts and oils Receipts and payments
Driver-wise analysis
Delivery order pending report
Manage tyre retread-issue and Outstanding management
Manage vehicles insurance and
removal
accident claims LR summary
LR summary
Manage scraped tyre sales and
Trip-wise analysis Driver-wise analysis
transfers Truck-wise analysis
Destination-wise analysis
Store register Consignee-wise analysis
Sales order management
Tyre register Driver-wise analysis
Log sheet management
Spares and oil register Log sheet report
Consignee- wise analysis

Weigh bridge management

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Transport Management –Truck/Vehicle Management

Truck/Vehicle Transport Management Accounts/MIS


Management An Overview Reports

Goods delivery Garage/Stores


Management Management

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Primary Requirement-Vehicle/Truck Management - Hence Opportunities
Category/Module Major Requirement Explanation

Vehicle / Truck Managing own and hired Depending on the requirement of consignee, the transport agency will arrange
Management vehicle 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 Creation of vehicle master with the complete information like , vehicle number,
information owned or hired, owner name, type, engine, chaises no, model no, insurance,
permit number, home tax due date etc.

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Tally.ERP 9 Fitment- Vehicle/ Truck Management
SL NO Requirement Tally.ERP 9 Customisation/
Integration

1 Vehicle master creation Yes

2 Manage vehicle database Yes

3 Manage road tax information Yes

4 Manage home tax information Yes

5 Track the vehicle with vehicle number Yes

6 Consignee master creation Yes

7 Vehicle owner name (Hired) Yes

8 Vehicle type details Yes

9 Vehicle engine and chaises no information Yes

10 Vehicle model details Yes

11 Vehicle database Yes

12 Drivers master creation Yes

13 Drivers database management Yes

14 Transporters database management Yes

15 Area-wise consignee management Yes


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Transport Management –Goods Delivery Management

Truck/Vehicle Transport Management Accounts/MIS


Management An Overview Reports

Goods delivery Garage/Stores


Management Management

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Process Flow- Goods Delivery Management
Goods Delivery Management

Consignee approaches the transporter


kiosk and asks for the quote to deliver
the goods to different locations

Transporter desk offers the best price and


gives the quotation. Based on the price,
consignee selects the transporter.

Transporter kiosk generates the delivery


order (DO) to main company.

Check the availability


of vehicle

YES NO

OWN HIRED

Based on the DO, company sends the


vehicle to consignee’s office.

Transporter kiosk prepares the lorry


receipt (LR)

Transporter loads the goods, collects the


dispatch details and delivers the goods as
specified in the LR.

Driver collects the acknowledgement


copy. if any damaged goods, driver will
return the goods to consignee godown
and updates in records.

Based on the LR & Log sheet, company


raises the invoice to consignee and
collects the payment.

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Primary Requirement- Goods Delivery Management- Hence Opportunities
Category/Mod Major Requirement Explanation
ule

Goods Delivery Lorry receipt (LR) LR generation is the major requirement for the transporter. The LR should contain the
Management 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 Against each Lorry receipt (LR) , the transporter will have to update the log sheet which
management 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.

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Tally.ERP 9 Fitment- Goods Delivery Management
SL NO Requirement Tally.ERP 9 Customisation/
Integration

1 Manage drivers database Yes

2 Generate the delivery order Yes

3 Generate the lorry receipt (LR) Yes

4 Manage the destinations masters Yes

5 Create different price levels (Associations, Markets) Yes

6 LR summary Yes

7 Pending delivery order report Yes

8 Driver-wise productivity analysis Yes

9 Sales order management Yes

10 Log sheet management Yes

11 Fuel consumption management Yes

12 Vehicle-wise analysis Yes

13 Consignee-wise analysis Yes

14 Drivers wages management Yes

15 Manage the conveyance expenses Yes

16 Display rate and balance amount in fright memo Yes


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Tally.ERP 9 Fitment- Goods Delivery Management
SL NO Requirement Tally.ERP 9 Customisation/
Integration

17 Invoice cancellation Yes

18 Multiple destination delivery management Yes

19 Vehicle-wise performance report Yes

20 Quotation/ Proposal generation Yes

21 Specify number and kind of packages Yes

22 Manage the toll charges Yes

23 Manage the other delivery expenses Yes

24 Generate proposals Yes

25 Convert the proposals to orders and invoice Yes

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Transport Management –Garage/Stores Management

Truck/Vehicle Transport Management Accounts/MIS


Management An Overview Reports

Goods delivery Garage/Stores


Management Management

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Primary Requirement- Garage/Stores Management - Hence Opportunities
Category/Mod Major Requirement Explanation
ule

Garage/ Inventory The company will have to maintain a separate register for managing the inventory for the
Stores Management vehicles. This includes the tyre purchase and issue, spare parts purchases, oil purchases
Management and issue etc. Also, need to keep a track on retread tyre and usage, scraped tyre, spare
sales etc.

Tyre register The 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.

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Tally.ERP 9 Fitment- Garage/ Stores Management
SL NO Requirement Tally.ERP 9 Customisation/
Integration

1 Supplier database management Yes

2 Categorization of suppliers Yes

3 Tyre master creation Yes

4 Other spare parts master creation Yes

5 Lubricant master creation Yes

6 Purchase of tyre Yes

7 Tyre retreading management Yes

8 Purchase of other spare parts and lubricants Yes

9 Allotment of tyre and other spare parts to vehicles Yes

10 Transfer of tyre and spare parts to different branches Yes

11 Scraped tyre management Yes

12 Store register Yes

13 Tyre register Yes

14 Purchase orders Yes

15 Re-order status Yes


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Tally.ERP 9 Fitment- Garage/ Stores Management
SL NO Requirement Tally.ERP 9 Customisation/
Integration

16 Third party stock item in hand information Yes

17 Stock at third party location information Yes

18 Stock summary Yes

19 Godown management Yes

20 Item movement analysis Yes

21 Purchases bill pending Yes

22 Purchase orders pending Yes

23 Physical stock register Yes

24 Vehicle repair cost management Yes

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Transport Management –Accounts/ MIS Reports

Truck/Vehicle Transport Management Accounts/MIS


Management An Overview Reports

Goods delivery Garage/Stores


Management Management

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Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO Requirement Tally.ERP 9 Customisation/
Integration

1 Generate Invoice Yes

2 Generate purchase orders Yes

3 Enable cheque printing Yes

4 Bank reconciliation Yes

5 Receipts and payments Yes

6 Reminder letters Yes

7 Confirmation of accounts Yes

8 Outstanding receivable Yes

9 Outstanding payables Yes

10 Profit and loss account Yes

11 Balance sheet Yes

12 Statutory compliances Yes

13 Payroll management Yes

14 Trial balance Yes

15 Cash/ bank books Yes

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Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO Requirement Tally.ERP 9 Customisation/
Integration

16 Group summary Yes

17 Area-wise group summary Yes

18 Sales register Yes

19 Purchase register Yes

20 Stock transfer register Yes

21 Movement analysis Yes

22 Sales order outstanding report Yes

23 Cash/fund flow Yes

24 Overdue receivables report Yes

25 Overdue payable report Yes

26 Post dated cheques Yes

27 LR summary Yes

28 Truck-destination wise analysis Yes

29 Truck-wise analysis Yes

30 Consignee-wise analysis Yes

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Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO Requirement Tally.ERP 9 Customisation/
Integration

31 Driver-wise analysis Yes

32 Store register Yes

33 Tyre register Yes

34 Spares and oil register Yes

35 Driver log sheet Yes

36 Trip-wise performance report Yes

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Thank You

For any queries please contact :- ti@tallysolutions.com

Visit : www.tallysolutions.com

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