Dealers on SmartMy Trade, Tally or BUSY
A dealer can bill from SmartMy Trade in its own entity in your database, or stay on its Tally or BUSY. Either way its sales and stock of your items reach you every day, with nothing typed.
PLANSFrom Growth
Built and tested on our systems with a stand-in Tally and BUSY; not yet run against a dealer's real TallyPrime or BUSY.
The problem it solves
- Dealers will not type their sales twice, in their books and again on your portal.
- The figures you do get are a month old and in a different format from every dealer.
- A dealer that sells five brands will not hand you its whole books.
- Item names in the dealer's books are not your item codes.
How it works
- Pick the way per dealer in How the Dealer Reports: Sells from SmartMy, Sends from Its Tally, Sends from Its BUSY, or the portal.
- Sells from SmartMy: a distribution manager presses Sells from SmartMy: Set Up. The dealer gets its own entity, a godown and a first user with SmartMy Trade.
- Each bill or credit note it posts with your items adds to its secondary sales. Its stock is read at each period's end.
- Tally or BUSY: press Connect Its Tally (or Connect Its BUSY). The dealer installs SmartMyTally on its PC and enters the licence key shown.
- Choose Its Tally Company from the companies open in TallyPrime. For BUSY, choose its company folder or a folder where it saves BUSY's reports.
- Every night its sales and returns of your items are read into secondary sales, and its stock into a dealer stock report.
- Match its item names to yours once, under Dealers' Tally Items or Dealers' BUSY Items. Other brands' items are marked Not Our Item.
Everything it does
Dealer selling from SmartMy Trade
- Its own entity: its contact, GSTIN and address, your chart of accounts, a godown
- A first user with Trade Manager rights in that entity only
- Its purchase order to you becomes your sales order; your invoice becomes its bill
- Who of Us Opens Its Entity: Our Salesman and Management (the default) or Nobody (Sales Figures Only)
- Read Its Stock Now on the dealer reads its stock at once
Dealer on Tally
- The dealer's own office server (SmartMyTally on its PC) gets a licence from your subscription
- Read From: the first day of the month you connect, a setting on the dealer
- Every night from 11 pm, and on Read Now: sales and credit notes by item. The period is read whole and replaced, so reading again never doubles
- Closing stock read on the last day of each period
- Lines of Items Not Matched: counted on the dealer until you match them
Dealer on BUSY
- The same office server reads BUSY: the company folder (C:\BusyWin\DATA unless set otherwise), read only
- Or Use the Exports Folder: the dealer saves BUSY's item-wise sales and stock status reports there (Alt+E, Excel or CSV)
- Every night from 11.30 pm: sales and sales returns into secondary sales, the latest stock into dealer stock
What is read and what is not
- Only your items: an item is matched once by code, barcode or name, or by you
- Retailers by GSTIN or name; with retailer matching, also by phone, the dealer's spelling or a close name
- Nothing is written to the dealer's Tally or BUSY
- A PC that is off is read the next night from where it stopped
Who uses it
Distribution ManagerSets up a dealer on SmartMy Trade, or connects its Tally or BUSY and chooses its company.
DealerBills on SmartMy Trade, or installs SmartMyTally on its PC and keeps it on.
Office staffMatches each dealer's item names to yours once.
Area ManagerOpens the dealer's entity when the dealer agreed to it.
Where you use it
- Web: the dealer form (How the Dealer Reports, Sells from SmartMy: Set Up, Connect Its Tally, Connect Its BUSY, Read Now, Read Again)
- Web: Configuration > Data Links > Dealers' Tally Items and Dealers' BUSY Items
- The dealer's PC: SmartMyTally beside TallyPrime or BUSY
- Not for Marg or other billing software yet
What you control
Settings
- How the Dealer Reports, per dealer
- Who of Us Opens Its Entity: Our Salesman and Management to start with
- Read From date for Tally and BUSY: the first of the month you connect
- BUSY Data Folder (C:\BusyWin\DATA) or an Exports Folder
- Reporting period: week or month
Notifications
- Stock and Sales Figures Late: to a dealer whose figures stop coming, telling it to keep the PC and SmartMyTally on (see Data freshness)
Works with
SmartMy TradeDealers selling from SmartMy run SmartMy Trade in their own entity in your database.
SmartMyTallyThe office server on the dealer's PC that reads TallyPrime and BUSY for you.
Questions
Does the dealer pay anything?
No. The dealer's Tally or BUSY connection and its SmartMy Trade seats are charged to your subscription.Can we see the dealer's other brands?
No. Only your items are read. Other brands' items are marked Not Our Item and left out.Does it change anything in the dealer's Tally?
No. It reads only. Nothing is written to the dealer's Tally or BUSY.Has it run on a real dealer's Tally?
Not yet. It is built and tested on our systems with a stand-in Tally and BUSY. We set it up and check it with your first dealers.Which plan has it?
Growth and Scale. Tally and BUSY dealers are an option set up by our staff.Related features
SCHEMES AND DEALER SALESDealer stock and secondary salesEach dealer's closing stock and its sales to retailers, item by item, reach you from the dealer portal, an Excel sheet or your office. Sell-through shows what really left the dealer's shelf, and primary sits beside secondary for every dealer and item.MARKET INTELLIGENCEData freshness and late dealer remindersSee when each dealer's stock and sales last came in, from where, and which dealers are late. Late dealers are reminded every morning, and you see how much of your secondary sales is up to date.MARKET INTELLIGENCERetailer names matched in dealer uploadsWhen a dealer's sheet, Tally or BUSY names a retailer, SmartMy finds your retailer by GSTIN, phone, the dealer's own spelling or a close name. Clear matches are taken; doubtful ones wait on a short review list, and every answer is learnt.DEALER STOCK AND MESSAGESDealer stock ledger, stock cover and suggested reorderEach dealer's stock of your items as a ledger, with its damaged and expired goods. See how many days of sales it holds, and the reorder that brings it back to your norm. One click turns the suggestion into a dealer order.DEALERSDealer portal: catalogue, ordering and deliveryEach dealer gets its own web pages. They show a catalogue at its own prices and the credit it has left. They also show every order with its status, deliveries, proof and invoices. It opens on any phone or computer, in the dealer's language.
See your market on it.
Tell us how many dealers and salesmen you have, and how orders and claims reach you today. We will set up your dealers, price lists and beats with you.