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E-mailing of Invoice / Purchase Order / Delivery Note on Voucher creation The system emails default Invoice copy as attachment in PDF format to the party email id (mentioned in the Party master) after the Sales Invoice is created & saved. Ditto for Purchase Order to supplier & Delivery note to Party. CC/BCC can be sent to internal user & customized as required.
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Auto Email scheduling of default Tally reports (3 Reports)-Stock Summary report, Outsanding Receivable Report, Re-order status
One click Outstanding Email to selected Group of Debtors Auto schedule option to send email to all the ledgers of a selected sundry debtor group. The email shows total outstanding & overdue amount.
One click Outstanding Email to selected Group of Debtors A one click option to send email to all the ledgers of a selected sundry debtor group. The email shows total outstanding & overdue amount. The user also has the option to deselect or remove a particular party who will not be sent the email.
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Centralized Party Receipt in HO for multiple branches Companies with multiple branches/Locations usually maintains separate data in Tally.ERP 9. Each branch makes sales bill to the same Party/Customer but for its different location. So for the same party there is outstanding reveivable in more than one branches. Most of the time this Customer makes centralized payment to head office. The accountant of the company has to make a receipt entry in HO company crediting its branches. Also he will make a journal entry in branch company crediting the customer/party, knocking off the outstanding bills & debiting the head office account. This is not only tedious excercise, there are chances that the second entry is skipped or amount entered is wrong & later lot of time is spent on inter-branch account reconciliation. The solution offered allows the user to enter a single receipt entry in the HO & on saving, it will automatically create a journal entry in respective BRanch company.The solution however does not have capability to reverse the entry in
Inter company / Branch Sales to Purchase Auto Entry
AUTO ENTRY
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Auto entry of Branch Transfer / Inter company sales to Purchase. Here the Master of both the companies play a major role for transferring the data from One company to another company. The Master like stock item & Units should be same at both the companies to pass the auto entry into another company. Note : Only default entry without statutory like VAT/CST/EXCISE/Service Tax etc.
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Controlling display of Rate & Value while entering vouchers Budget Control with Overriding facility As we know, In default Tally we can define budget & the same is checked during voucher entry. The system gives an alert when the value goee above the budget & if required the user is not allowed to save the entry. In practical business enviornment, The Manager should be allowed to override the defined budget so that the user can go ahead with creating the entry. In project based company such control is very much required. This solutions is bulit speifically for Ledger Budgets. Group & Cost Centre Budget is not taken care of. If required same can build. Also a exception report can be developed which lists all such episode of overriding, By whom & the reason for the same.
It is important for Management that the rate & value of Stock items are not seen by data entry person while making Purchase entry from PO, Store Issue, Production entry etc. - The solution was designed wherein the Administrator can restrict / Control displaying rate & value while enetering the inventory transactions Further Customization Posibilitiies - The user can also be restricted in viewing rate & value of stock items in Stock Summary, other Voucher listing reports and print outs etc.
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The control does not allow items to be Delivered more than the Sales order & also it does not allow items to be purchased more than the Purchase order. However there is a provision for defining a tolerence level at Stock Group Level where the % of excess supply or receipt can be defined. For Ex. order Qty is 100, excess supply is 5%, then max of 105 qty can be delivered.
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Order Quantity Control
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Control Rate of Item during sales entry
Preventing Entry of sales/Purchase invoice without Sales/Purchase order Selection
Control your stock item rate during invoice entry so that it does not go above the standard rate mentioned in stock item master for the month. Without Standard rate Item will not get Selected.
Control at Sales/Purchase invoice booking User can not enter bills without selecting orders. The option of "Not applicable" and "New Number" are removed from the sales order selection list.
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FUNCTIONALITY / PROCESSES 1 2
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Serial No. Management Features Define Voucher Type for which Serial Number to be activated eg. Sales, Purchase, Stock Transfer, POS etc. Option to enable serial number for a particular Stock Item. Godown/Location wise Tracking of Serial No. Recall complete history of any serial number as in when it was purchased, Sold etc. Serial numbers can be entered manually or through Barcode. Import Serial No from excel file Warranty management Manage Warranty for Stock Items with Serial number enabled. Define Warranty in Days/Months/Years. Also define absolute date for warranty. Manage separate warranty given by supplier & also given to customer. Recall Warranty details for any serial number quickly. Exception Management There are various exceptions which happens practically its is important to accomodate those in the software. The solution actually does that but not without tracking the exceptions. It gives you a complete log of such exceptions like Force Close, Force Open etc of Serial numbers.
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Quality Control (QC) during Material Receipt/ Production For Manufacturing companies it is important to have quality control system when the material is received from the supplier. Also equally important is to assure that the goods produced meets the quality expectation of the customers. This solution allows to define quality parameters for Raw material & Finished goods. The Raw material hits the store & ready for issue to production only after QC test is done. The result of tests are entered by quality department and the approved consignment is cleared for further use. The same system is followed in production. The Goods produced are sent for quality assurance & the results are entered in the system before it is ready for despatch to customers. The quality control person can print certificate of analysis for the raw material procured & Goods produced.
Rack wise/ Bin wise Stock Management Tally Manages godown/Location wise stocks efficiently. However there are organizations (Manufacturers, distributors, traders, retailers) who would require to manage their inventories lying in Multiple racks or bins (in thousands). Opening godowns in thousands in Tally will affect its performance & is not recommedable. With the solution the company will be able to maintain & view stock lying across thousand of racks / bins comfortably. A comprehensive report gives complete status of stock with facility to find the product in Single or Multiple Godown / Location with Multiple Stock item kept at Multiple Location & Rack No / Bin no.
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6 Barcode & Label Solution in Tally Pre-Purchase System / Indent system
Sales Quotation System Create & Print quotation Convert approved quotation into Sales order Pending Quotation report Before order confirmation company sent the quotation to customer and if customer approved the same it converts into sales order, the designed solution keeps the record of quotation, if customer wants any changes in given quotation user can revise the same before confirming it into sales order The report is given for pending quotation from which user can see all unconverted quotation, user can print, revise, duplicate the quotation and after confirmation user can convert it into sales order automatically.
Design your own Barcode label & Plain Label & print from various transactions in Tally like Purchase, Stock Journal, Receipt note.
The Pre-Purchase Work Flow Indent Entry --> Pending Indent --> Invitation for Quotation from Approved Vendor --> Quotation entry & Comparison --> Purchase Order for Pending Indent . User can raised indent with information like department name, stock item name, quantity etc. The authorised purchase person can view the accumulated pending Indents. For each Stock item indent he can raise a request for quotation to all the approved vendors. An E-mail is sent to approved vendors requesting quotation for the selected stock items. After getting quotation from vendors, the purchase user can fill vendor wise stock item's rate as per quotation received and then go on to compare the rates with quotation comparision report. At the time of purchase order creation, user can select one or multiple indents, after selection of indents, all details from indent will auto set in purchase order. User also can order partial quantity. In case of partial quantity ordered, indent wise pending quantity will show in report . User also can short close the indent. 6
Notice Board in Tally
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The user will see all the notices from management / administrator when he logs into Tally, The administrator or authorized person can create notices with date, Title & a long description along with the period for which it will be displayed to all the users.
Master Creation Management in Multiple companies It is now simple to create ledgers, Ledger Group, Stock Items, Stock Group, Stock Units in one Company and allow it to be created in all other open companies automatically. - No problem of inconsistent masters eg. "Conveyence" in one company & "Conveyence Expense" in another company. -Avoid Data mismatch during Sync SHORT COMING : - Alteration not possible across companies.
Stock Item Name Creator Based on Parameters
Printing of Stock Imagein Vouchers and Stock Summary Report Option for attaching Image with each stock item in the master. Image specified in the master of the stock item will be printed on Purchase order and stock Summary Report. Further Customization possibilities - stock item Image can be printed in more documents & reports 7
Stock Item Creation Made Simple, Parameterised and Error Free For Stock items with multiple parameters there are high chances of making errors while creating a stock item. Item Name creator allows defining standard popup for each parameter & allows the user to select it in sequence. Once all parameters are selected, the Item name is created. Eg. parameters : Stock Type = Ribbon MM = 3 Mtr = 20 Color = Blue Item Name = Combination of above ( i.e Stock Type + MM + Mtr + Blue) Item Name = Ribbon 3 mm X 20 Mtr Blue POSSIBLE ENHANCEMENT Lot of enhancement possible related to MIS reporting & printing of stock item in Invoice. eg. Stock item = A+B+C and the customer may want to print only A+C in the invoice.
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