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Every business has its own unique way of working. The sales processes of a trading company can be very different from those of a manufacturer. A job-work business, on the other hand, may require very different controls for the process and movement of materials.
TallyPrime offers extensive accounting and business management capabilities, but many businesses require additional workflows, controls, reports or processes.
This is where customized TallyPrime modules come into play.
Customized modules can help in expanding the TallyPrime features to meet your specific business needs and help in running your business operations in a more organized manner according to your needs.
Customized TallyPrime modules are additional solutions that are developed or configured around a specific requirement of a business.
Rather than asking a business to change its existing processes, customization can be used to configure the TallyPrime environment to suit a particular process such as sales, purchases, approvals, job work, production, order management, branch operation, or special reports.
The goal is not to add more functionality; the goal is to fulfill a particular requirement and bring structure and efficiency to the process.
The standard accounting and business processes might not fulfill any specific requirement of a business.
For instance, a business might require a
When these requirements become a recurring activity, it makes sense to have a customized module to make it easy to track these workflows within a standardized system.
Sales form an important activity for trading, distribution, wholesale, manufacturing, and service-based businesses.
Some businesses may have a standard sales process, while some may require more steps or additional information at various points in the process.
A customized TallyPrime Sales Module can be made according to the business’s sales procedure, from processing sales order to generating documents, tracking customer transactions and any outstanding activity in the sales process.
A sales workflow can encapsulate the following:
For example, a business that works with multiple customers may require differentiated pricing and credit limits. A customized workflow can manage these requirements, allowing the sales executives to have the appropriate information in the right place.
A business with a large volume of sales may also need to process a significant number of orders and outstanding dues, or work on different steps of the sales process.
The workflow can be customized according to the sales procedure of the company.
Purchasing activities normally undergo several processes before it is cleared for payment.
A business may have purchase requirement/indent, requisition, purchase order, receipt of material, vendor bill recording and finally, accounting of the transaction.
When these are done manually or through various systems, tracking and control may be difficult.
A customized TallyPrime Purchase module can be used to collate all of these in a unified purchase workflow.
Depending on the business needs, a purchase may be used to collate:
Approval management of purchase transactions can be of utmost importance in some businesses.
Example:
Purchase Requirement –> Indent –> Approvals –> Purchase Order –> Material Receipt –> Vendor Bill
Purchase approvals can be collated in a module where various levels of authorization can be added depending on the business needs.
This can help businesses keep track of their purchase approvals and have control of their purchasing activities.
During purchase, a business needs to verify its purchase records and GST information against its accounting records.
A customized purchase workflow can be collated into a module to help a business perform purchase requirement specific verifications and reports to help ease the process of purchase bill verification and GST input claims.
Organizations which are engaged in manufacturing, processing, fabrication, or outsourced work often send material to job workers.
The management of such activities requires more than an accounting transaction.
Such businesses must have answers to questions like,
A customized job-work module in TallyPrime can help streamline such processes
Depending on the requirements, the job-work module can be used to track:
One of the key requirements while managing job work is to track material sent to a job worker.
A customized job work process can help track the quantity of material sent to a job worker and received from them.
Such a process can help record the pending quantity of material and ensure that proper control is exercised over material that is sent outside the organization.
In addition to material, many businesses also deal with processing charges and wastage/scrap.
A customized job-work process can help record processing charges and wastage/scrap as per the requirements of the business.
This helps the organization track all aspects of the job-work process.
Such customized job-work modules can be used by organizations that are engaged in
A number of manufacturing companies may have production and manufacturing processes that require a more detailed accounting of the activities than what is normally included in a basic accounting system. This may include tracking of raw materials, output of products, wastage, processing of production, and other relevant production steps. A customized production or manufacturing module can be created based on the production processes of the company. Some examples of the features that can be included are as follows:
The features would be selected based on the type of production process, and the information required for the business processes.
The companies with multiple branches may require additional features for managing the data.
The customized solution could be designed according to the following criteria:
Such a platform would allow the management to oversee the operations in several places without getting confused by the lack of separation.
Sometimes the requirement could even be not new transaction workflow but just better information from the same data.
Management needs reports tailored to their business, such as
Customized Reports are a way for providing the right information in the right manner to the management or the operational team.
Customization should begin with the business requirement rather than the software. Before implementing a module, consider:
A proper requirement discussion helps ensure that the customization solves a genuine business need.
Customized TallyPrime solutions by Cyborg Net Solutions understand that different businesses may have varying workflows even with the same accounting software.
Our customized TallyPrime solutions could be designed to fit your needs whether it relates to sales, purchases, purchase approvals, job work, production, order management, multi-branch, and reporting among other areas.
The first step is to review your current processes and identify changes, enhancements, or controls that need to be put in place.
Our aim is to design a solution that fits into your workflow and not the other way round.
If manually intensive processes, multiple sources of information, complicated approval structures, or even special reports on particular needs are hampering your business process, then customized tally prime could be the way forward.
Get in touch with Cyborg Net Solutions to address your tally prime customization, implementation and support needs.
Cyborg Net Solutions” are an acknowledged organization and engaged as a