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Tally - Erp 9-Featuresconfiguration For IT HW Business
Tally - Erp 9-Featuresconfiguration For IT HW Business
The below mentioned slide wise illustration will help to implement Tally.ERP 9 in IT
Hardware business.
Stock summary with product description will provide information to our Sales team/Front
office team about the configuration of that product or what are the features are available
with products and availability of the products.
Steps to get the stock availability status and item configuration in stock summary report is
mentioned below
Gateway of Tally
From the master configuration screen, in Inventory section, “Use Description for Stock
items- Yes”.
Now while creating the stock items (Inventory info stock Items Create/Alter) you can
specify the item descriptions in the description field.
Gateway of Tally
Tally.ERP 9 will display the item name with description of the item.
There are two methods in which we can achieve the Stock query report
Gateway of Tally.ERP 9
At transaction Level.
Gateway of Tally.ERP 9
Slide-6 & 7 : Know the Profitability from each Quotation and Print the Quotation
Steps for configuring Quotation in Tally.ERP 9 and view the profitabilityfrom each quotation.
Gateway of Tally
Create the voucher type “Quote” and select Type of voucher as “Sales Order” and
accept the voucher type creation.
Now you can start entering the transaction in “Quote” voucher type.
Accept the voucher, then use Pg Up button from your keyboard to recall the “Quote”
and select “Print” button or press “Alt+P” to print the quotation.
From the type of Vouchers, select “Quote” Drill down to any of the month and select
“Show Profit” or F7 to get the profitability status.
Steps for configuring Tally.ERP 9 POS and how to make POS transactions are mentioned
below:
Select the Item (Bar code reader also can be used for scanning the bar code or
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select the Item from the list)
The Rate/Price of the Item/product is picked up automatically in case if you are
already specified the Rate/Price in Standard Rates screen (Stock Item Creation
screen) or from the Price List screen.
Select VAT/Tax Ledger from the list of Ledger Accounts.
By Default, for the first time, the POS Invoice screen will appear in Single Mode
Payment. To change you can click on “Multiple payment mode “ in the bottom of the
screen or click on “Ctrl+P”.
Choose the different payment modes and accept the voucher and print the same.
In One invoice tally gives you a flexibility to use the Multiple Taxes i.e. Vat and service tax.
This is important in a business where we are supplying goods and also servicing them. The
advantage of using this feature is that the statutory reports get updated automatically
without any manual intervention.
Gateway of Tally
Select the “Accounting Vouchers” from Transactions menu.
Select the “Sales Voucher” or press F8 to select the sales voucher.
Select the Party name
Select the Item Name, Quantity, Rate and amount and select the sales ledger along with
Vat/Tax class (Sales @ 4 %).
Select different stock item which has different vat rates
Select Name, Quantity, Rate and Amount and select the sales ledger with Vat/Tax
class.(Sales @ 12.5%)
After selecting Items, from the list of ledger screen, select output Vat for the
items.(Outputvat@4% and Output Vat @ 12.5%)
In the next field Select the Service ledger “Installation Charges”(need to configure
service tax for the ledger)
When you select the Service ledger “Installation charges Tally.ERP 9 will prompt for
Service Amount in “Service Tax details” screen
Enter the Service amount and in the next column you will get the service Tax amount
automatically.
Next, select the ledger “Service Tax “, Education Cess and Secondary education cess
respectively and accept the voucher.
Once you accept the voucher, you can press the Page up button and pint the
Invoice/Bill.
Note: Ensure that VAT ledgers and Service Tax ledgers are created and configured to get
the similar output shown in the presentation.
Daily Enquiry report helps you to track the details of how many walk-in, enquiry call have
received on daily basis. You can plan for a follow-up with these enquiries and convert them
in to a sale.
The daily enquiry follow up can be tracked through a separate voucher type called “ Daily
Enquiry”. The steps to configure daily enquiry is mentioned below:
Gateway of Tally
Create the voucher type called “Daily Enquiry” select the type of voucher as “Sales
Order”.
Now you can start entering daily enquiries or walks-in to the same voucher type.
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click on Sales order button and choose the “Daily Enquiry Voucher”
Capture the product / item name enquired and specify the customer contact details,
address and other details in the narration field.
Slide-11 Assembling the computer and Ascertaining the cost and sales price of a
computer
The process of assembling the computers is handled in Tally.ERP 9 using the voucher type
called “Manufacturing Journal”
Gateway of Tally
Create the Voucher type called “Assembled PC”, select the type of voucher as “Stock
journal”.
Enable the feature, “Use as a manufacturing Journal=Yes“ and save the voucher
creation screen.
voucher.
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Warranty tracking can be done using the Batch feature. To enable the batch
Create a New voucher type called “AMC – Service Order” and select type of voucher
as “ Sales Order”.
Create one Item as “AMC”.
When you receive any AMC Order to create AMC voucher
From Gateway of Tally Select “Inventory Vouchers”
Select “Alt+5” or click on “Sales Order”
Select “AMC-Service Order.
Select the “Party Name & Other details”.
Select the Item as “AMC”.
In the item allocation screen,” Due On” field select when is the next service due
date. For Eg: Every month 10th you have to make on site customer visit.
Therefore in the “Due On” field you can select the 10th and quantity as “1
Visit”(You can create Unit of measure as “VISIT” for item AMC)
The similar way you may specify the planned visit details in the item allocation
screen.
Once you have completed the Onsite visit, you can knock off the AMC visit against
the order. Steps are mentioned below
Tally gives you an opportunity to block stocks in advance for to cater to orders due by
simply raising Sales Orders in Tally. You will be able to get the saleable stock details in the
Stock Summary report (Saleable Stock=Closing Stock- Sales Orders Pending).Looking at
this report you will get the information on Stock in hand with you, this helps to manage
your delivery schedule more efficiently.
From the gateway of TallySelect the Report “ Stock Summery”Select the option “F1-
Detailed”
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Specify the date on which you want to see the saleable stock
Accept all the other option and select “type of values- Saleable stock” and accept.
Using this report you can analyse as the product/item is fast moving, slow moving or not
moving in your business. It also help to you to design a promotional schemes for the slow
moving items.
There are important business decision making reports which can be generated from
Tally.ERP 9. By viewing this you will be able to get a complete picture of outstanding
receivables, from Customers and outstanding payables to the suppliers. This report also
displays a due date column for your reference. You will be able to get the information on
overdue bills, if any, from this report.
The follow-up with customers can be done through the feature called “Reminder Letters”.
Confirmation of A/c serves to confirm the account balance with the customers, suppliers,
lenders and borrowers.
You can choose to print Cheques from Tally.ERP 9 at the time of making payments to
Creditors and other parties during Voucher Entry i.e., directly from the Payment Voucher.
You can compare the profitability of multiple months in Tally.ERP 9. We can use the “New
column” feature to compare the same. The procedure is given below:-