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Tally.

ERP 9 for builders and property developers

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1. 1. Tally.ERP 9 For Builders and Property Developers Sale and Post-Sale
Module Tally Solutions Pvt. Ltd. All Rights Reserved
2. 2. Agenda Builders and Property Developers Business An Overview
Structure of Builders Operations Tally.ERP 9 for Builders Business
Process Flow Primary Requirement Tally.ERP 9 Fitment Tally
Solutions Pvt. Ltd. All Rights Reserved 2
3. 3. Structure of Builders Operations Enquiry MIS Management Builders
Reports Solution Property Accounts Configuration Management Booking,
Sales, Allocation Tally Solutions Pvt. Ltd. All Rights Reserved 3
4. 4. Builders Business An Overview Tally Solutions Pvt. Ltd. All Rights
Reserved 4
5. 5. Builders Business Enquiry Management Enquiry MIS Management
Builders Reports Solution Property Accounts Configuration Management
Booking, Sales, Allocation Tally Solutions Pvt. Ltd. All Rights Reserved 5
6. 6. Process Flow Enquiry Management Tally Solutions Pvt. Ltd. All
Rights Reserved 6
7. 7. Primary Requirement Enquiry Management Category / Module Major
Requirement Explanation Enquiry Management Customer database
Customer name, contact details, projects interested in, management
recording communication history is important for tracking the enquiry

status. Lead source management Leads by brokers need to be recorded to


manage broker commissions. Tracking the lead progress Customer
handling becomes a challenging task when several customer enquiries
arise for different projects. Tracking these enquiries will help the sales
department to sell effectively. Tracking site visits Site visits by customers
needs to be tracked as this involves additional costs. Sales department can
effectively handle these customers if additional reports are available.
Measure the performance of Measuring the performance of executives
based on lead sales executives conversions prospective customer is
important to understand effectiveness of sales force. Also, useful for
providing the performance based incentives. Enquiry and conversion
Reports showing the enquiries during a specific month, with reports how
many enquiries were handled and what percentage was covered are useful
for management. This can also help them position, advertise the property
better. Tally Solutions Pvt. Ltd. All Rights Reserved 7
8. 8. Tally.ERP 9 Fitment Enquiry Management SL No. Requirement
Available in Customization/ Tally.ERP9 ? Integration needed? 1 Source of
lead Yes 2 Lead details, prospect details Yes 3 Follow-up details Yes 4
Follow-up reminders Yes 5 Sales executive-wise lead generation summary
Yes 6 Lead progress report Yes 7 Site visits of the day Yes 8 Enquiry
conversion report Yes 9 Project-wise report Yes 10 NRI customer database
Yes 11 Prospect database Yes 12 Excel sheet import of leads into
database Yes Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 8
9. 9. Tally.ERP 9 Fitment Enquiry Management SL No. Requirement
Available in Customization/ Tally.ERP9 ? Integration needed? 13 Broker
commissions Yes 14 Website enquiries own and 3rd party Yes 15 Sales
executive commissions Yes 16 Ad media expenses Yes 17 Advertisement
master Yes 18 Appointment booking Yes 19 Lead status : hot, cold, warm
Yes 20 Conversion reports Yes 21 Automated reminders to customer
through SMS Yes 22 Customer interaction history Yes 23 e - Mail
enquiries, SMS enquiries Yes Tally Solutions Pvt. Ltd. All Rights
Reserved 9
10.
10. Builders Business Property Configuration Enquiry MIS
Management Builders Reports Solution Property Accounts Configuration

Management Booking, Sales, Allocation Tally Solutions Pvt. Ltd. All


Rights Reserved 10
11.
11. Property Configuration Tally Solutions Pvt. Ltd. All Rights
Reserved 11
12.
12. Primary Requirement Property Configuration Category /
Module Major Requirement Explanation Property Location based
configuration Builders with projects in different countries, states, cities and
Configuration locations need to individually configure and group the
projects for understanding the projects profitability and expenses. Project
based configuration Builders with multiple projects need to configure rates,
dimensions specific to the project. Multiple units Plot dimensions like
square meters, square feet, total area etc. needs to be configured for each
property. Flat dimensions like carpet area, wall area, construction area,
built-up area, private pool, garden area etc. needs to be updated to record
complete details of the property. Amenities configuration Based on
projects, project manager has to add new amenities like swimming pool,
parking lots, garden, club house, children play area etc. to individual
project. Authorizations Project manager, regional manager needs to have
authorization for receipts, price changes, so that manual errors in
contracts, communications are avoided. Mass update option Board,
Management needs to have the option of rising the property price as per
market trends. These mass configurations reduce the effort involved when
several units needs update. Tally Solutions Pvt. Ltd. All Rights Reserved
12
13.
13. Tally.ERP 9 Fitment Property Configuration SL No.
Requirement Available in Customization/ Tally.ERP9 ? Integration needed?
1 Project location : Country, State, location Yes 2 Project stages definition
Yes 3 Multiple projects Yes 4 Plot dimension update on projects Yes 5
Project costing configuration Yes 6 Amenities configuration Yes 7 Parking
lot configuration Yes 8 Price configuration, Sq. feet Yes 9
Increasing/decreasing price across projects Yes 10 Price change
authorizations Yes 11 Multiple units for property dimensions (Sq. Mts, Sq.
Ft) Yes 12 Auto calculation of dimensions for multiple units Yes Tally
Solutions Pvt. Ltd. All Rights Reserved Contd.. 13

14.
14. Tally.ERP 9 Fitment Property Configuration SL No.
Requirement Available in Customization/ Tally.ERP9 ? Integration needed?
13 Common amenities, private amenities distinction Yes 14 Assign sales
executives to project Yes 15 Assign sales executives to multiple projects
Yes 16 Cost center setup for projects Yes 17 Management mass update on
projects Yes 18 Authentication setup for voucher approval Yes 19 Invoice
component setup specific to project Yes 20 Classification of property as
plot, villa, flat Yes 21 Unique property code for identification Yes 22 Project
stage definition (eg. stage 1 is approval, stage 2 Yes is roads development
etc.) 23 Government approval details in project creation Yes 24 Project
completion stages configuration Yes Tally Solutions Pvt. Ltd. All Rights
Reserved 14
15.
15. Builders Business Booking, Sales, Post sales, Allocation
Enquiry MIS Management Builders Reports Solution Property Accounts
Configuration Management Booking, Sales, Allocation Tally Solutions
Pvt. Ltd. All Rights Reserved 15
16.
16. Process Flow Booking, Sales, Post sales, Allocation Tally
Solutions Pvt. Ltd. All Rights Reserved 16
17.
17. Primary Requirement Booking, Sales, Post sales, Allocation
Category / Module Major Requirement Explanation Booking, Sales, Post
Booking management Accepting different booking amounts for different
properties sales, Allocation (partially/fully completed) through different
modes of payment, tracking them is an important task. Property sale, sale
Property can be sold as sq.ft sale, fixed amount. The sale agreement and
sale agreement and conditions are to be kept as reference while conditions
recording the customer details and payment scheduling. Payment
management Installments and tracking the payments as per payment
schedule, tracking multiple payments, payment modes, payment history,
sending reminders to customers as automated SMS become challenging
tasks for commercial department. Monthly invoice generation Generating
the monthly invoice as payment against installment and commercial receipt
issue due is important to track the debts/receivables. Sales executive
incentives It is key to incentivize the sales process through performance
based on sale figures measurements of executives, this can be across

projects. Discounts management Tracking of discounts given to different


clients, like management discounts, based on the project is important. Post
dated, due date cheque Tracking of checks which are post-dated, duedates is management necessary to avoid additional effort needed for
payment collection. Tally Solutions Pvt. Ltd. All Rights Reserved 17
18.
18. Tally.ERP 9 Fitment Booking, Sales, Post sales, Allocation SL
No. Requirement Available in Customization/ Tally.ERP9 ? Integration
needed? 1 Booking amount collection Yes 2 Blocking a property based on
booking amount Yes 3 Multiple property booking Yes 4 Different booking
amounts for property dimensions Yes 5 Property availability list Yes 6
Booked property list Yes 7 Property unblocking and adding to available list
Yes 8 Management Freezing of flats Yes 9 Frozen flat report Yes 10 Un
freezing of property for sale Yes 11 Sale agreement drafting Yes 12 Sale
agreement conditions Yes Tally Solutions Pvt. Ltd. All Rights Reserved
Contd.. 18
19.
19. Tally.ERP 9 Fitment Booking, Sales, Post sales, Allocation SL
No. Requirement Available in Customization/ Tally.ERP9 ? Integration
needed? 13 Sale discounts Yes 14 Management discounts, bulk discounts
Yes 15 Invoice generation for installment pay Yes 16 Tracking payables for
installments Yes 17 Property booking with different completion status Yes
18 Post dated cheques report Yes 19 Post dated cheques on start-up Yes
20 Project-wise PDC Yes 21 Client-wise PDC Yes 22 Staled cheque
reports Yes 23 Sale contract reminders Yes 24 Executive wise sale reports
Yes Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 19
20.
20. Tally.ERP 9 Fitment Booking, Sales, Post sales, Allocation SL
No. Requirement Available in Customization/ Tally.ERP9 ? Integration
needed? 25 Multiple loan details Yes 26 Multiple payment options Yes 27
Payment schedule Yes 28 Property ownership and possession transfer Yes
29 Installment payment defaults receivable reports Yes 30 Project-wise
pending installments Yes 31 Swapping of property Yes 32 Square feet
sale, Fixed amount sale Yes 33 Property registration details Yes 34
Commercial receipt report Yes 35 Commercial land, residential land
distinction Yes 36 SMS reminders Yes Tally Solutions Pvt. Ltd. All Rights
Reserved 20

21.
21. Builders Business Accounts Management Enquiry MIS
Management Builders Reports Solution Property Accounts Configuration
Management Booking, Sales, Allocation Tally Solutions Pvt. Ltd. All
Rights Reserved 21
22.
22. Primary Requirement Accounts Management Category /
Module Major Requirement Explanation Accounts Management Statement
of accounts Balance sheet, profit and loss statements in schedule VI
format, trial balance are needed for the management to track the
profitability and expenses. Statutory compliance (VAT, Land tax, VAT, sales
tax need to be tracked for compliance of CST) statutory rules. Summary
report is important to see monthly and annual status of tax related
expenses across projects. Branch-wise, Project-wise In multi-location
projects the reports desired by each project account management
manager are different. The reports should consider the cost incurred by the
location and actual profit from the project. Payroll management Employee
database tracking, different levels, pay head configuration, attendance
tracking are important for salary and compensation. Auditing direct and
remote Annual auditing is an important factor for every business. Builders
need to get the declared assets, expenses, earnings audited by CA. Group
companies When more than one companies join to form a parent company,
it is important to track them individually and also as one. Remote access
and SMS All the company details could be accessed from anywhere,
anytime, details should be retrievable from mobile phones. Tally Solutions
Pvt. Ltd. All Rights Reserved 22
23.
23. Tally.ERP 9 Fitment Accounts Management SL No.
Requirement Available in Customization/ Tally.ERP9 ? Integration needed?
1 Balance sheet Schedule VI Yes 2 Profit and loss statement Schedule
VI Yes 3 Daily receipts and payments Yes 4 Multiple payment mode
handling Yes 5 Stock summery report Yes 6 Branch wise stock summary
Yes 7 Branch transfer report Yes 8 Outstanding receivable and payable
Yes 9 Trial balance Yes 10 Multiple cheque payment option Yes 11
Reminder letter, e-mails Yes 12 Staff database handling Yes Tally
Solutions Pvt. Ltd. All Rights Reserved Contd.. 23

24.
24. Tally.ERP 9 Fitment Accounts Management SL No.
Requirement Available in Customization/ Tally.ERP9 ? Integration needed?
13 Employee payroll management Yes 14 TDS, PF, ESI, Bonus, for
employee Yes 15 Employee attendance and leaves Yes 16 Employee cost
tracking Yes 17 Employee income tax and e-Return Yes 18 Project/branch
transfer management Yes 19 Project/branch synchronization Yes 20
Project/branch sales and purchase management Yes 21 Project-wise cost
tracking Yes 22 Executive-wise sales report Yes 23 Project-wise balance
sheet and P&L Yes 24 Company grouping Yes Tally Solutions Pvt. Ltd. All
Rights Reserved Contd.. 24
25.
25. Tally.ERP 9 Fitment Accounts Management SL No.
Requirement Available in Customization/ Tally.ERP9 ? Integration needed?
25 Cash flow, fund flow statements Yes 26 Ageing analysis of receivables,
debtor wise Yes 27 Scenario management Yes 28 Ratio analysis Yes 29
Statutory compliance VAT, CST Yes 30 Interest calculation Yes 31 Remote
auditing Yes 32 Contract-wise profit and loss Yes 33 Foreign currency
handling Yes 34 Budget and Variance Yes 35 Bank reconciliation Yes 36
Remote access Yes Tally Solutions Pvt. Ltd. All Rights Reserved 25
26.
26. Builders Business MIS Reports Enquiry MIS Management
Builders Reports Solution Property Accounts Configuration Management
Booking, Sales, Allocation Tally Solutions Pvt. Ltd. All Rights Reserved
26
27.
27. Primary Requirement MIS Reports Category / Module Major
Requirement Explanation MIS Reports Management summary A
comprehensive summary for the management to analyze the health of
business would necessary. The report summarizes financial position from
balance sheet, receivables, payables and profit and loss statements from
all the projects. Cash flow projections Project-wise cash flows are
important to assess which projects are more profitable and where the costs
are increasing. Based on the attractiveness of cash-flow, focus can be
given. Project-wise reports Balance sheet, P&L, accounting reports,
statutory reports are more meaningful if these can be obtained for specific
projects. This also provides clearer picture to management. Client registers
Client registers, country-wise, executive-wise, cancelled client reports are

important to track clients. Client-wise profitability reports are important to


track the profitability by individual customer. Flat reports Complete list of
flats from different projects which are available, blocked, frozen, completion
reports will give the project administrator a clear picture of the status. Excel
integration and data Ability to migrate data from the existing systems,
excel, XML migration format is very important without interruption to
business. Tally Solutions Pvt. Ltd. All Rights Reserved 27
28.
28. Tally.ERP 9 Fitment MIS Reports SL No. Requirement
Available in Customization/ Tally.ERP9 ? Integration needed? 1
Management summary Yes 2 Project-wise cash-flow statement Yes 3
Stage-wise cash-flow statement Yes 4 Date-wise cash-flow statement Yes
5 Flat reports : allocated, available, blocked, frozen Yes 6 Flat reports:
completion status Yes 7 Flat reports: executive-wise sales Yes 8 Flat
reports: floor wise Yes 9 Client registers with filters Yes 10 Payment
history Yes 11 Cancellation reports Yes 12 Project-wise realized amount
Yes Tally Solutions Pvt. Ltd. All Rights Reserved Contd.. 28
29.
29. Tally.ERP 9 Fitment MIS Reports SL No. Requirement
Available in Customization/ Tally.ERP9 ? Integration needed? 13 Project
wise outstanding with overdue Yes 14 Management(JMD) price hike trends
and report Yes 15 Finance department report on profitability including Yes
utilities 16 Project-wise report with client details Yes 17 Departmental
reports: Sales, commercial, project Yes administration 18 Executive
summary across projects Yes 19 Flat registers with filters Yes 20 Unique
client ID for tracking the customer Yes 21 Excel integration Yes 22 Data
import/migration Yes Tally Solutions Pvt. Ltd. All Rights Reserved 29
30.
30. Thank You For any queries, write to us :
team.ti@tallysolutions.com To find out more, visit :
http://www.tallysolutions.com/website/html/solutions/segment-verticalsolutions.php Tally Solutions Pvt. Ltd. All Rights Reserved 30

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