Corp PPT - Tally Solutions

Report
Tally.ERP 9 for Hotel Management
© Tally Solutions Pvt. Ltd. All Rights Reserved
Agenda
•
Hotel Management –An Overview
•
How Hotel Management Operations are Structured
•
Tally.ERP 9 for Hotel Management
•
Business Process Flow
•
Primary Requirement- Hence Opportunity
•
Tally.ERP 9- Fitment
© Tally Solutions Pvt. Ltd. All Rights Reserved
2
Hotel Management –An Overview
Hotel Management
An Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
3
How Hotel Management Operations are Structured
Schematic Representation of Hotel Management Solution on Tally.ERP 9
Hospitality
Front Office
Rooms Enquiry &
Reservation
· Manage room
categories
· Manage service taxes
Bar / Restaurant
Room Check-In &
Check-Out
· Manage advances
· Print guest
registration cards
· Manage table & item
masters
· Manage complementary
item masters
· Laundry service bills
· Manage cashier shifts and
collections
· Reservation
management
· Check-in reports
· Different modes of
payment (debit/credit
card, gift voucher,
cash etc.)
· Hall register
· Bill settlement
· Advance room booking
· Calculate service tax
for services
· Corporate price levels
· Manage via KOT
· Pending KOT details
· Manage user
restriction
· Reservations
· Final bills
· Generate room service
bills
· Discount setup for
corporates
Banquet /Conference Hall
· Manage item prices
· Check on room
availability
· Calculate luxury tax
with bill
Stores/Purchases
· Calculate service tax &
VAT
· Generate final bill
· Restaurant daily
collection register
· Generate final bill and
print invoices
· Empty table information
· C - Form
· Multiple payment modes
(cash/debit/credit card)
· Table occupancy timing
details
· Transfer bills to room
Accounts & MIS Reports
· Manage items
· Receipts and payments
· Purchase orders
· Room bill settlement
· Goods receipt notes
(GRN)
· Manage multiple payment
modes (debit/credit card)
· Handle purchase returns
· Bank reconciliations
· Setup re-order levels for
of stock items
· Bank challans
· Manage physical stock
· Profit and loss account
· Cash and bank summary
· Re-order level status
report
· Booked room details
· Physical stock register
· Room reservation report
· Inventory report
· Empty room report
· Purchase order book
· Room register
· Stock transfer report
· Billed and settled party
report
· Department wise stock
report
· Purchase order
outstanding report
· Negative stock report
· Advance booking register
· Current guest list
· Department-wise profit
· Statutory compliances
· Luxury Tax Form – IV
· Payroll Management
· Manage Bar & Restaurant
separately
© Tally Solutions Pvt. Ltd. All Rights Reserved
4
How Hotel Management Operations are Structured
HOSPITALITY
Hotel Management
An Overview
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5
Hotel Management- Hospitality -An Overview
FRONT OFFICE
Hotel Management
An Overview
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6
Process Flow- Front Office- Room Enquiry and Reservation
Room Enquiry &
Reservation Management
Guests enquire the room via
website, email, agent or
telephone). Guests will also explain
the room requirements in detail
At the front office, receptionist
checks the room availability
Available
NO
YES
Receptionist confirms the room
with guest. Notes down the date
and time of check-in and check-out.
Also informs the guest to provide
the contact information
YES
Suggests
alternative rooms
NO
Receptionist blocks the room for
the guests and updates records
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Receptionist thanks the
guest
7
Process Flow- Front Office- Room Check-In and Check-Out
Room Check-In and
Check-Out
Guest walks-in to the reception.
They provide the reservation
details (if available) to receptionist.
Receptionist checks the reservation
and room availability details
Receptionist gives the registration
form and gets them to fill it
Once the form is duly filled, room
will be allotted to guest
Receptionist collects the advance
amount and handovers the key
along with the advance receipt to
customer
Guest occupies the room
While checking-out, receptionist
completes the check-out process by
raising the final bill
Guest makes the outstanding
payment (cash/debit/credit card)
and collects the invoice
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8
Primary Requirement- Front Office-Hence Opportunities
Category/Module
Major
Requirement
Explanation
Front Office
Room Enquiry
and Reservation
Management
Rooms enquiry and reservation are the major requirements for this
industry. Handling the guest’ room enquiries via email, website,
walk-ins and through agents are very crucial. At any point of time,
the reception should have the complete information of empty rooms
and occupied rooms.
Bill settlement
(Invoice)
While preparing the bill, reception needs to consider the different
services availed by the guests. All these services need to add to the
bill. The final bill should also contain the luxury tax and service tax
information.
C-Form
The lodges, will have to submit the ‘foreigners’ information to the
respective police station. The guests’ details has to be submitted in a
prescribed form called C-Form. The C-Form contains the country,
passport and visa details etc., of the guests.
© Tally Solutions Pvt. Ltd. All Rights Reserved
9
Tally.ERP 9 Fitment- Front Office
SL NO
Requirement
1
Room setup and labeling of rooms (Ac, Non-Ac, Deluxe etc.)
2
Setup service tax
3
Setup the Luxury tax
Yes
4
Check room availability
Yes
5
Advance room booking
Yes
6
Capture the guests purpose of visit
Yes
7
Guests-ledger formation for room booking
Yes
8
Origin information of guests- Country, Nationality, Passport
No, Foreigners details etc. )
Yes
9
Reservation remarks
Yes
10
Special discount setup for corporates
Yes
11
Book rooms with approximate check-in and check-out date
Yes
12
Manage user restriction
Yes
13
Different modes of payments -Debit/Credit card, Gift
voucher, Cash etc.
Yes
14
Setup the room tariff
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customisation/
Integration
Yes
Yes
Contd..
10
Tally.ERP 9 Fitment- Front Office
SL NO
Requirement
15
Guests- room check in time and date
16
Guests- advance collection and issue receipt
17
Guests- registration card
19
Guests- room allotment
Yes
20
Generate room bill
Yes
21
Room service bill
Yes
22
Laundry service bill
Yes
23
Check-In report
Yes
24
Print Check -Out bill (Invoice)
Yes
25
Calculate luxury tax
Yes
26
Calculate service tax
Yes
27
Setup for discount masters
Yes
28
C-Form
Yes
Additional bed requirement
Yes
29
30
Commission charges for agents
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customisation/
Integration
Yes
Yes
Yes
Contd..
11
Tally.ERP 9 Fitment- Front Office
SL NO
Requirement
Tally.ERP 9
31
Telephone charges (intercom telephone charges)
Yes
32
Other maintenance expenses management
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customisation/
Integration
12
Hotel Management- Hospitality -An Overview
FRONT OFFICE
Hotel Management
An Overview
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13
Process Flow- Bar/ Restaurant
BAR / RESTAURANT
Guest-walk-in
Guests- room service
Guests walk-in to restaurant/
bar
Guests call the restaurant / bar
Steward attends the guest
and based on their
requirement take the orders
Steward converts the order
into KOT and sends it to bar
counter or kitchen for
preparation
Based on KOT the chef
prepares the food and waiter
will delivers the food or liquor
to guest
Based on KOT the final bill is
prepared and sent to guest for
payment
Steward attends the guests’
call and based on their
requirements take the orders
Steward converts the order
into KOT and sends it to bar
counter or kitchen for
preparation
Once the food or liquor is
ready waiter will deliver the
food to guests room along
with the bill
Add to room bill
YES
Update the restaurant bill
to room bill
NO
Update the restaurant
bill to room bill
YES
Add to room bill
Guest makes the payment
NO
Cashier collects the money.
End of the day submits the
collection to accounts
Guest makes the payment
Cashier collects the money.
End of the day submits the
collection to accounts.
© Tally Solutions Pvt. Ltd. All Rights Reserved
14
Primary Requirement- Bar / Restaurant- Hence Opportunities
Category/
Module
Major Requirement
Explanation
Bar/
Restaurant
Kitchen Order Ticket
(KOT)
Preparation of KOT is very important for Bar / Restaurant. Each order
from guest will be treated as single KOT. All the KOT will be send for final
billing. Therefore handling of KOT is one of the major requirement.
Billing
KOT needs to be converted into final bill along with the waiter’s details and
deliver to the guest. The guests will have the flexibility to make the
payment immediately or he can add the bill to his room bill.
Multiple payment
Modes
Guests can make the payment in multiple modes. The restaurant should have the
flexibility to handle the same . The payment modes could be cash /debit/credit
cards etc.
Waiter wise KOT
details
Each KOT should contain the waiter name and table details.
© Tally Solutions Pvt. Ltd. All Rights Reserved
15
Tally.ERP 9 Fitment- Bar / Restaurant
SL NO
Requirement
1
Setup table masters
2
Setup item masters
3
Setup complementary item masters
4
Manage item pricing
5
Manage KOTs
Yes
6
Generate automatic KOT number
Yes
7
Print KOT
Yes
8
Generate bill
Yes
9
Calculate service tax
Yes
10
Calculate VAT
Yes
11
Enable user-wise billing
Yes
12
Restaurant register
Yes
13
Empty table list
Yes
14
Cash receipts
Yes
15
Multiple modes of payments (Cash/Cards/Coupon)
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customisation/
Integration
Yes
Yes
Yes
Yes
Contd.. 16
Tally.ERP 9 Fitment- Bar / Restaurant
SL NO
Requirement
16
Cash summary (Cards/Cash)
Yes
17
Pending KOT details
Yes
18
Table timing details
Yes
19
Tables reservation
Yes
20
Transfer bill to room
Yes
21
Calculate service tax and VAT
22
Table reservation
23
Manage weekend offers (price levels)
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customisation/
Integration
Yes
Yes
17
Hotel Management- Hospitality -An Overview
FRONT OFFICE
Hotel Management
An Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
18
Tally.ERP 9 Fitment- Banquet/Conference Hall
SL NO
Requirement
1
Hall reservation
2
Corporate price levels
3
Banquet hall bill generation
Yes
4
Banquet hall register
Yes
5
Bill settlement
Yes
6
Hall other expenses management
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customisation/
Integration
Yes
Yes
Contd.. 19
How Hotel Management Operations are Structured
HOSPITALITY
Hotel Management
An Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
20
Process Flow- Stores/Purchases
STORES/PURCHASES
Purchase manager prepares the PO
and sends it to suppliers
Based on the PO, suppliers delivers
the items to stores
Purchase manager allocates the items
and sends to each department based
on the indent provided
Department checks the items against
the indent
Supplier invoice will be handed over
to accounts for payment
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21
Primary Requirement-Stores/Purchases- Hence Opportunities
Category/
Module
Major Requirement
Explanation
Stores/
Purchases
Purchases of Inventory
(department Wise)
Inventory handling is another major requirement for hotels. Each
department will have different requirement of items. Preparation of
purchase order or indent, multiple supplier management, preparation of
GRN and purchase Invoice are very important.
© Tally Solutions Pvt. Ltd. All Rights Reserved
22
Tally.ERP 9 Fitment- Stores/Purchases
SL NO
Requirement
Tally.ERP 9
1
Item master creation
Yes
2
Purchase order/Indent generation
3
Goods receipt note
Yes
4
Purchase returns
Yes
5
Re-order levels
Yes
6
Physical stock entry
Yes
7
Re-order level status report
Yes
8
Physical stock register
Yes
9
Inventory report
Yes
10
Purchase order book
Yes
11
Stock transfer report- Department-wise
Yes
12
Purchase order outstanding report
Yes
13
Negative stock report
Yes
14
Monthly sales analysis report
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customisation/
Integration
Yes
Contd.. 23
How Hotel Management Operations are Structured
Hotel Management
An Overview
© Tally Solutions Pvt. Ltd. All Rights Reserved
24
Process Flow- Accounts & MIS Reports
Accounts & MIS Reports
Accounts
MIS Reports
· Receipts and payments
· Multiple payment modes
· Bank reconciliation
· Bank challan preparation
· Invoice generation
· Cheque printing
· Statutory compliances
· Profit and loss account
· Cash and Bank summary
· Occupied room details
· Room reservation report
· Empty room report
· Room register
· Billed and settled party report
· Current guest list
· Trial balance
· Department-wise collection
report
· Balancesheet
· Department-wise profit report
· Outstanding receivables
· Outstanding payables
· Group company
· Luxury tax challan-IV form
© Tally Solutions Pvt. Ltd. All Rights Reserved
25
Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO
Requirement
Tally.ERP 9
1
Receipts and payments
Yes
2
Room bill settlement
3
Multiple payment modes
Yes
4
Bank reconciliation
Yes
5
Bank challan preparation and printing
Yes
6
P&L Account
Yes
7
Cash and Bank summary
Yes
8
Cheque printing
Yes
9
Statutory compliances
Yes
10
Luxury tax form IV
11
Outstanding receivable and payable
12
Occupied room details
Yes
13
Room reservation report
Yes
14
Empty room report
Yes
© Tally Solutions Pvt. Ltd. All Rights Reserved
Customisation/
Integration
Yes
Yes
Yes
26
Tally.ERP 9 Fitment- Accounts & MIS Reports
SL NO
Requirement
15
Room register
Yes
16
Billed and settled party report
Yes
17
Complementary report
Yes
18
Advanced room booking register
Yes
19
Current guest list
Yes
20
Department –wise profit report
Yes
21
Department-wise collection report
Yes
22
Group company
Yes
23
Manage your outlets
Yes
24
Payroll
Yes
25
Integrate with third party applications
26
Tracking monthly maintenance cost
© Tally Solutions Pvt. Ltd. All Rights Reserved
Tally.ERP 9
Customisation/
Integration
Yes
Yes
27
Thank You
For any queries please contact :- [email protected]
Visit : www.tallysolutions.com
© Tally Solutions Pvt. Ltd. All Rights Reserved
28

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