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Tally.ERP 9 for Advertising Agency
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Agenda
• Overview of Advertising Agency
• Business Process Flow
• Tally.ERP 9 for Advertising Agency
• Primary Requirement
• Tally.ERP 9 – Fitment
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Advertising Business – An Overview
ADVERTISING AGENCY SOLUTION ON TALLY.ERP 9
MEDIA / VISUAL ADVERTISING MIS REPORTS
ACCOUNTS 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
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Advertising Agency – Overview
Advertising AgencySolution
Media Advertisement
Visual Advertisement
MIS Reports
Print Advertisement
Accounts Management
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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
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Advertising Agency – Media Advertisement
Media Advertisement
Visual Advertisement
MIS Reports
Print Advertisement
Accounts Management
Advertising AgencySolution
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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
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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..
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Tally.ERP 9 Fitment – Media Advertisement
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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
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Advertising Agency – Visual Advertisement
Media Advertisement
Visual Advertisement
MIS Reports
Print Advertisement
Accounts Management
Advertising AgencySolution
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Primary Requirement – Visual Advertisement
Category / Module Major Requirement Explanation
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
Sales & Purchase invoice Automatic generation of sales & purchase invoice
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Tally.ERP 9 Fitment – Visual Advertisement
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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
6 Invoice generation at one-click 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..
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Tally.ERP 9 Fitment – Visual Advertisement
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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 Daily receipts and payments Yes
19 Multiple payment mode handling Yes
20 Cash flow, fund flow statements Yes
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Advertising Agency – Print Advertisement
Media Advertisement
Visual Advertisement
MIS Reports
Print Advertisement
Accounts Management
Advertising AgencySolution
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Primary Requirement – Print Advertisement
Category / Module Major Requirement Explanation
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.
Sales & Purchase invoice Automatic generation of sales & purchase invoice
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Tally.ERP 9 Fitment – Print Advertisement
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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..
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Tally.ERP 9 Fitment – Print Advertisement
SL No. Requirement Part of Tally.ERP 9 Part of Solution
13 Automatic service tax abatement Yes
14 Invoice generation at one-click Yes
15 Daily receipts and payments Yes
16 Multiple payment mode handling Yes
17 Cash flow, fund flow statements Yes
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Advertising Agency – MIS Reports
Media Advertisement
Visual Advertisement
MIS Reports
Print Advertisement
Accounts Management
Advertising AgencySolution
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Primary Requirement – MIS Reports
Category / Module Major Requirement Explanation
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.
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Tally.ERP 9 Fitment – MIS Reports
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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
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Advertising Agency – Accounts Management
Media Advertisement
Visual Advertisement
MIS Reports
Print Advertisement
Accounts Management
Advertising AgencySolution
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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 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.
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Tally.ERP 9 Fitment – Accounts Management
SL No. Requirement Part of Tally.ERP 9 Part of Solution
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 Accounts payable Yes
7 Accounts receivable Yes
8 Trial balance Yes
9 Staff database handling Yes
10 Automatic service tax calculation Yes
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