From Prism IT Solutions Pvt. Ltd.

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From Prism IT Solutions Pvt. Ltd. (Master Tally
Partner, Tally Service Provider, Tally Integrator)
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• 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 6000.
• Implemented mini-ERP solutions successfully at
  various places

Prism IT Solutions Pvt. Ltd.

• Prism IT Solutions Pvt. Ltd.

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• 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.

• What is the basic concept of Tally.ERP 9 based
  Customized Solution?

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

• Customization The key !!

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• 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,
• Subcontractors Challan - Form
• 4(5),
• Production Note,
• Material Transfer Note,
• Packing List / Loading Sheet Etc.

Prism IT Solutions Pvt. Ltd.

• What is Document Customization ?

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• 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 Report Customization ?

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• 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
• Customization ?

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• 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 Users 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.

• What is Work-flow
• Customization ?

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• 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.

• Customized solution for Mfg. Industries?

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• 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.

• Purchase Procedure

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• 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.

• Material Acceptance / Rejection

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Prism IT Solutions Pvt. Ltd.

• A Sample format of GRN

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• 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.

• Stores

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• 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.

• Material Production / Consumption

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• 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
  Subcontractors location.

Prism IT Solutions Pvt. Ltd.

• Sub-contracting

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Prism IT Solutions Pvt. Ltd.

• Sub-contracting

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• 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.

• Dispatch of Finished Goods

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Prism IT Solutions Pvt. Ltd.

• Sales Order Pending Customer-wise

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• For Project based Manufacturing, an important
  feature is provided for Tracking the
  transactions related to any specific project.
• All The P.Os, 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.

• Project Based Manufacturing

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• 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.

• Project Based Manufacturing

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• 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.

• Material Resource Planning

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Prism IT Solutions Pvt. Ltd.

• Material Resource Planning

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Prism IT Solutions Pvt. Ltd.

• Other Stock Reports

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Prism IT Solutions Pvt. Ltd.

• What are the Accounting / Statutory Features?

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• Excise Reports
• A full fledged Manufacturers 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.

• Excise Module

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• 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.

• Payroll

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• 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.

• What are the Security Features?

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• 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.

• Voucher Authorization

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Prism IT Solutions Pvt. Ltd.
Screen-shot of Voucher Authorization
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• A Wonderful Gift from Tally
• Its 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.

• Tally.Net
• Features

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• 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.

• Tally.Net
• Features

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• 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.

• What about additional functionalities Than this?

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Prism IT Solutions Pvt. Ltd.

• You can integrate the outside data ( with any
  other software database )

• Tally Integration

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• Use Tally.Net based Remote Login features to view
  the data / reports for any location
• A Unique feature called Tally-data-Synchronizatio
  n 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.

• How can we manage Tally.ERP 9 based solution at
  Multiple locations?

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• 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.

• What Database is Used for this System?

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• 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.

• The Roadmap Ahead..

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• 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.

• What is the approx. time required to implement
  this Solution ?

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• 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.

• COST ??

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PRISM IT SOLUTIONS PVT. LTD.Pune (head
office)314-a, Bharat bhavan, off bajirao
road,1360, shukrawar peth, pune 411 002.TEL
[phone]FAX [phone]EMAIL
info_at_prismitindia.commumbai (branch
office)301, j.k.chambers, plot 76, sector 17,
vashi, navi mumbai 400 073.TEL [phone]
6645EMAIL mumbai_at_prismitindia.com
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Prism IT Solutions Pvt. Ltd.
THANK YOU !!

• ANY QUESTIONS???