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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
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
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