tally.erp 9 for advertising

© Tally Solutions Pvt. Ltd. All Rights Reserved

Tally.ERP 9 for Advertising Agency

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 2

Agenda

• Overview of Advertising Agency

• Business Process Flow

• Tally.ERP 9 for Advertising Agency

• Primary Requirement

• Tally.ERP 9 – Fitment


Advertising Business – An Overview

ADVERTISING AGENCY SOLUTION ON TALLY.ERP 9

MEDIA / VISUAL ADVERTISING MIS REPORTSACCOUNTS

MANAGEMENT

Media Quotation Release Order

PRINT ADVERTISING

Inquiry Management Purchase OrderCost Estimates

· Media client details

· Advertisement Specs

· Approved quotation

- Final specifications

- Accepted rates

· Invoice auto generation

· Tax abatement calculation

· Publication details

· Client details

· Release date

· Advertisement specs

· Special instructions

· Repeat Release Order

· Release Order tracking

· Client details

· Print item

· Quantity required

· Release date

· Item specifications

· Special instructions

· Rate

· Supplier details

· Multiple cost estimates

· Final estimate

· Multiple price estimates

· Cost - Price comparison

· Purchase Order

· Delivery challan

· Item details

· Rate per unit

· Invoice to client

· Form 402 details

· Purchase Order tracking

· Income management

· Abatement on services

· Multiple payment options

· Accounts payable

· Statement of accounts

· Expenditure reports

· Outstanding reports

· Cash flow and fund flows

· Remote connectivity

· Pending payments

· Sale & Purchase invoice

· Pending release order summary

· Enquiry conversion ratio

· Publication wise report

· Client wise report

· Newspaper media report

· Visual media report

· Print media report


Advertising Agency – Overview

Advertising AgencySolution

Media Advertisement

Visual Advertisement

MIS Reports

Print Advertisement

Accounts Management


Business Process Flow – Advertising Agency

ADVERTISING AGENCY

Enquiries come to the Agent

Agent sends the Quotation

Approved Quotation is maintained

Release Order is generated based on approved quotation

For repeated specifications, Repeated Release Order is

generated and sent to Publication in same way

Release order is sent to the publication

Purchase Invoice is generated

Client enquires agent

Sales invoice is generated

Client makes payment to the agent for the advertisement

Agent makes consolidated payment to various

publications

CLIENT

PUBLICATION


Advertising Agency – Media Advertisement

Media Advertisement


MIS Reports

Print Advertisement

Accounts Management



Primary Requirement – Media Advertisement

Category / Module Major Requirement Explanation

Media Advertisement Generating media quotation Specifications of Advertisement like language, edition, frequency, circulation, position, hue, size and rates are the required parameters.

Approved quotation All the final approved details about the ad-item, required publisher and the customer are to be captured.

Release order The publisher needs to know the specifications and release details to post the advertisement.

Repeat release order A customer may find a need to re-post the advertisement at any point of time.

Automatic service tax abatement calculation

A service tax abatement on 85% is applicable for advertisement agency

Sales & Purchase invoice Automatic generation of sales & purchase invoice


Tally.ERP 9 Fitment – Media Advertisement

SL No. Requirement Part of Tally.ERP 9 Part of Solution

1 Media quotation Yes

2 Language description of advertisement in quotation Yes

3 Specification of edition of advertisement in quotation Yes

4 Frequency of advertisement in quotation Yes

5 Circulation of advertisement in quotation Yes

6 Specification of position in quotation Yes

7 Specification of hue in quotation Yes

8 Description of size of advertisement in quotation Yes

9 Description of rate in quotation Yes

10 Client creation Yes

11 Publication creation Yes

12 Release order Yes

Contd..


Tally.ERP 9 Fitment – Media Advertisement


13 Publication details in release order Yes

14 Client details in release order Yes

15 Specifications of advertisement in release order Yes

16 Release date Yes

17 Automatic service tax abatement Yes

18 Invoice generation at one-click Yes

19 Repeat release order Yes

20 Special instructions on release order Yes

21 Daily receipts and payments Yes

22 Multiple payment mode handling Yes

23 Cash flow, fund flow statements Yes


Advertising Agency – Visual Advertisement

Media Advertisement


MIS Reports

Print Advertisement

Accounts Management



Primary Requirement – Visual Advertisement


Visual Advertisement Generating media quotation Specifications of Advertisement like size of video, frequency, air time, channel selection, time slabs and rates are the required parameters.

Approved quotation All the final approved details about the video, required publisher and the customer are to be captured.

Release order The channel needs to know the specifications and release details to air the advertisement.

Repeat release order A customer may find a need to air the advertisement again at any point of time.

Automatic service tax abatement calculation

A service tax abatement on 85% is applicable for advertisement agency



Tally.ERP 9 Fitment – Visual Advertisement


1 Media quotation Yes

2 Video length description in quotation Yes

3 Channel selection in quotation Yes

4 Frequency of advertisement in quotation Yes

5 Time slabs description in quotation Yes


7 Release order Yes

8 Special instructions on release order Yes

9 Description of rate in quotation Yes

10 Client creation Yes

11 Channel creation Yes

12 Repeat release order Yes

Contd..


Tally.ERP 9 Fitment – Visual Advertisement


13 Publication details in release order Yes

14 Client details in release order Yes

15 Specifications of advertisement in release order Yes

16 Release date Yes






Advertising Agency – Print Advertisement

Media Advertisement


MIS Reports

Print Advertisement

Accounts Management



Primary Requirement – Print Advertisement


Print Advertisement Inquiry Management Specifications of Ad-item like item type, quantity required, size and rates are the required parameters.

Cost estimates Agent needs to know the cost of the items before making a price quotation

Price estimates Agent has to provide customer with multiple price estimates, based on selection of size and quantity.

Purchase order A purchase request is to be placed with the printer for the final estimates decided by the customer. It also provided the deadline for the procurement.

Delivery Challan Is required by the customer to ensure the delivery of purchase order. It captures item details.



Tally.ERP 9 Fitment – Print Advertisement


1 Inquiry management Yes

2 Client details in inquiry Yes

3 Item details in inquiry Yes

4 Description of rate in inquiry Yes

5 Multiple cost options based on quantity Yes

6 Multiple price options based on quantity Yes

7 Comparison of cost and price Yes

8 Purchase order to printer Yes

9 VAT implication Yes

10 Delivery Challan Yes

11 Invoice to client Yes

12 Purchase order tracking Yes

Contd..


Tally.ERP 9 Fitment – Print Advertisement








Advertising Agency – MIS Reports

Media Advertisement


MIS Reports

Print Advertisement

Accounts Management



Primary Requirement – MIS Reports


MIS Reports Pending release order report Agent would like to know which all release order are pending by the publisher.

Publication-wise report Agency would require this report to compare the business coming from various publications.

Client-wise report This would help the agency to evaluate its customers on the basis of the business they get from them.

Enquiry conversion ratio This report will provide management a view of prospects that have been converted into customers.

Specific advertisement report Agency would like to see how much enquiries come for which mode of advertisement media.


Tally.ERP 9 Fitment – MIS Reports


1 Client report Yes

2 Publication wise report Yes

3 Pending release order report Yes

4 Enquiry conversion report Yes

5 Newspaper media report Yes

6 Visual media report Yes

7 Print media report Yes


Advertising Agency – Accounts Management

Media Advertisement


MIS Reports

Print Advertisement

Accounts Management



Primary Requirement – Accounts Management


Accounts Management Statement of accounts Balance sheet, profit and loss statements in schedule VI format, trial balance are needed for the owner to track the profitability and expenses.

Statutory compliance Tax needs to be tracked for compliance of statutory rules. Summary report is important to see monthly and annual status of tax related expenses.

Payroll management Employee database tracking, different levels, pay head configuration, attendance tracking are important for salary and compensation.

Service tax abatement Service tax abatement on 85% is applicable and is handled automatically on every release order creation.


Tally.ERP 9 Fitment – Accounts Management


1 Balance sheet – Schedule VI Yes

2 Profit and loss statement – Schedule VI Yes



5 Stock summery report Yes

6 Accounts payable Yes

7 Accounts receivable Yes

8 Trial balance Yes

9 Staff database handling Yes

10 Automatic service tax calculation Yes


Thank You

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