PROGRAMME 1 : COMPANY CREATION

AIM:
To now how to create a company in Tally ERP 9.
ALGORITHM:
Step 1 : To open Tally Software Double click on tally icon from your desktop.
Step 2 : To go to Create Company Screen
Step 3 :To do this Select Create company from the Company Info. Menu using up
and down arrow key and press Enter Key.
Step 4 : To fill up the Details in Company Creation Screen In this company creation
screen, you should enter all the details of the company that you been asked for.
Details to be filled in company creation screen
Directory
It is nothing but the data storage location. The tally directory will store all data
you entered in Tally ERP 9. Anyway, by default, the data storage will be inside the
installation folder.
Name
In this field, we are required to type the name of the company, for example.
XYZ INC.
Primary mailing details
Mailing name
In this field, we are required to type the name of the company, for example.
XYZ INC.
Address
In this data field, we are required to enter the address of the company.
Country
Here we are required to select the country from the list in which the business
Operates.
State
In this data field, we have to select the state in which we would comply with
statutory laws
Pincode
Pincode of the location where the office exists.
Contact details
Phone no
Enter the Company contact number which we would like to display on
Invoices
Mobile no
 Enter the Contact number of Managing Person to whom any queries related to
Invoicing or Delivery of product, complaint in the product could be reached to
Fax No
Enter the Fax number to which any confirmation statements, ledger copies
etc., could be sent and received
E-mail
Enter the company’s email address to which any product inquiry and other
communications could be made.
Website
Enter the company’s web address if any
Books and financial year details
Financial year begins from
In this data field, you have to type the financial year in which you want to
create a company. Suppose you may be starting company on December 01 2018, you
should enter the financial year from as 01.04.2018.
Book beginning from
In this data field, you have to type the financial year in which you want to
create a company. Suppose you may be starting company on December 01 2018, you
should enter the financial year from as 01.04.2018.
 Starting in the middle of the financial year.
 Companies which are migrating from Manual Accounting to Tally
ERP 9 in the middle of the financial year.
Security control
Tally Vault password (if any)
This data filed is for security purpose. By enabling this field, Tally ERP 9
Convert tally data into an encrypted format. To encrypt means convert data from
recognized format to unrecognized format.

Step 5 : To save the details entered in company creation screen.

RESULT:
Programme successfully run in Tally ERP 9.
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 PROGRAMME NO 2: LEDGER CREATION
AIM:
To know how to Create Ledger in ERP 9
ALGORITHM:
Step 1 : Go to Gateway of Tally > Accounts Info. > Ledgers > Create (Single
Ledger) .

Step 2 : Enter the Name of the ledger account. Duplicate names are not allowed.
Step 3 : Enter the alias of the ledger account, if required. You can access the ledgers
using the original name or the alias name.
Step 4 : Select a group category from the List of Groups.
Step 5 : Enter the Opening Balance. The opening balance is applicable when the
Step 6 : ledger is an asset or a liability, and also if it has a balance in the account as
on the date of beginning of books.
Display, Alter and Delete Ledgers
You can alter any information of the ledger master with the except for the
closing balance under the group s tock-in-hand .
Display/alter a ledger
Step 1: Go to Gateway of Tally > Accounts Info. > Ledgers > Display or Alter .
Delete a ledger
Step 2: Go to Gateway of Tally > Accounts Info. > Ledgers > Alter > Press Alt+D .
RESULT:
Programme successfully run in Tally ERP 9.
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 PROGRAMME NO 3: GROUP CREATION
AIM:
To know how to create a single group or multiple groups in Tally.ERP 9
ALGORITHM:
Step 1: Go to Gateway of Tally > Accounts Info. > Groups > Create ( under Single
Group )
Step 2: Enter the Name of the group.
Step 3: Enter the Alias name, if required.
Step 4: In the field Under , from the List of Groups displayed, select the parent group
under which the group has to be classified. For example, Indirect Expenses .
Step 5:Click Yes to accept the screen.
View account groups one-by-one in display mode
Step 1: Go to Gateway of Tally > Accounts Info. > Groups > Display ( under Single
Group ).
Step 2: Select the name of the group required from the List of Groups displayed.
Alter a Group
Step 3: Go to Gateway of Tally > Accounts Info. > Groups > Alter ( under Single
Group ) .
Step 4: Select the name of the group required from the List of Groups displayed.
Step 5: Make the necessary changes in the Group Alteration screen.
Step 6: Click Yes to save the changes.
Create Multiple Groups in one-go
You can create, edit or delete multiple groups in Tally.ERP 9.
Step 1: Go to Gateway of Tally > Accounts Info. > Groups > Create (Multiple
Groups).
Step 2: Select the group category in the field Under .
Step 3: Enter the Name of the group. The screen appears as shown below:
Step 4: Select All Items in the field Under to create multiple groups of different
categories.
Display Multiple Groups
Step 1: G o to Gateway of Tally > Accounts Info. > Groups.
Step 2: Click Display (Multiple Groups).
Step 3: Select the g roups to display from the List of Groups or
select All Items to display all groups.
RESULT:
Programme successfully run in Tally ERP 9.

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PROGRAMME NO 4: STOCK ITEM CREATION

AIM
To know how to Create Stock items and It is the primary inventory entity in ERP 9
ALGORITHM:

STEP:1 Go to Gateway of Tally > Inventory Info > Stock Item > Single Create
(under Single Stock Item). Stock Item creation is displayed as shown below:
STEP:2 Specify the Name of the Stock Item.
STEP:3 Specify the Alias name of Stock Item (if required).
STEP:4 The field Under will show the List of Groups. Here you can select the
Stock Group to which the Stock Item belongs. By default, Primary Stock Group
appears in this field.
Note: You can create a new stock Group by pressing ALT+C at this field.
STEP:5 This field will show the Unit List. Here you can select the Unit of
measurement applicable for the stock item. By default, Not Applicable appears in this
field.
Note: You can create a new Unit by pressing ALT+C at this field.
STEP:6 Specify the Rate of Duty applicable for the stock item. This field is used for
the calculation of excise duty or if duty is based on item rate. During Invoicing,
whenever you select a Stock Item, the Rate of duty entered here is displayed in the
Invoice creation screen.
Note: In F11 Inventory features, if the option Enable Invoicing is set to No then
Rate of Duty field will not be visible.
STEP:7 Specify the Tariff Classification for the item, if applicable. Tariff
Classification can be created or used when Excise features is activated for the
company.
STEP:8 specify the details of Opening Balance, if any, for the Stock Item as on the
date of Beginning of Books.
o In the Quantity Field, specify the stock item Quantity, say 5 Nos.
o In the Rate field, specify the stock item Rate, say Rs. 8000 per piece.
o In the Value field, Tally.ERP 9 automatically calculates the value by
multiplying the Quantity and Rate. You can also edit the value,
Tally.ERP 9 automatically refreshes the Rate field accordingly.
Note: If Unit field is Not Applicable then the cursor will move
from Quantity and Rate Field.
RESULT:
Programme successfully run in Tally ERP 9.

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PROGRAMME NO 5: STOCK GROUP CREATION

AIM
To know how to Create Stock group (Single and Multiple) in ERP 9
ALGORITHM:
Create Single Stock Groups
Stock Items are classified into stock groups to reflect their classification based on
some community.
STEP:1 Go to Gateway of Tally > Inventory Info. > Stock Groups > Create (under
Single Stock Group ).
STEP:2 Enter the Name of the Stock Group.
STEP:3 Enter additional name apart from primary name [if required] in the field
Alias . You can create any number of additional names.
STEP:4 Specify whether it is a primary group or a sub-group of another group in the
field Under , by selecting from the list.
STEP:5 Press Alt+C to create a parent group, if you do not have it in the list.
STEP:6 The field Should quantities of items be added pertains to information on
measuring the units of the Stock Items that you would categories under the Stock
Group . The Stock Items categorized under the group should have similar units for
them to be added up. You cannot add quantities in Kgs to quantities in Pcs .
STEP:7 Enable the option Set/alter GST Details to define the GST rate .
STEP:8 Press Enter to save.
Note: You can always go back and reset this option after assessing the units of
the items in the group.

RESULT:
Programme successfully run in Tally ERP 9.

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PROGRAMME NO 6: STOCK CATEGORY CREATION
AIM
To know how to Create Stock Category (Single and Multiple) in ERP 9
ALGORITHM:
Create a single Stock Categories
STEP:1 Go to Gateway of Tally > Inventory Info. > Stock Categories > Create (under
Single Stock Category).
STEP:2 Enter the Name of the Stock Category.
STEP:3 Specify whether it is a primary category or a sub-category of another
category in the field Under. Select Primary from the list, if you do not have a parent
group. Use Alt +C to create a parent if you do not have the required category in the
list.
STEP:4 Press Enter to save.
Create Multiple Stock Categories
STEP:1 Go to Gateway of Tally > Inventory Info. > Stock Categories > Create (under
Multiple Stock Category).
STEP:2 The field Under Category will display the List of Categories . You can select
a category for which a multiple sub-category can be created.
STEP:3 If you select All Items in List of categories , selection of parent category
Under column is possible during creation of sub-category.
STEP:4 If you select specific category in List of Categories , that category will get
populated automatically whenever creation of sub-category and cursor skips Under
column.
STEP:5 Specify the name of the Stock Category .
STEP:6 If you have select All Items in Under Category , you must specify a parent
category in this column.
Display a single Stock Category and Multiple Stock Categories:
STEP:1 Go to Gateway of Tally > Inventory Info. > Stock Categories > Display
(under Single Stock Category or Multiple Stock Categories).
STEP:2 Select the Category for which you want to view the display details from the
List of Categories .
RESULT:
Programme successfully run in Tally ERP 9.

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 PROGRAMME NO 7: UNIT OF MEASURES CREATION
AIM
To know how to Create Unit of Measures (Simple and Multiple) in ERP 9
ALGORITHM:
Simple Units of Measure
STEP:1 Go to Gateway of Tally > Inventory Info > Units of Measure > Create .
STEP:2 Define the Symbol of the unit, for example, Nos. This symbol is used in all
displays and printouts.
STEP:3 Specify the Formal Name of the symbol, for example, Numbers. This formal
name is useful during the consolidation of data of different companies, where the
symbols might be the same but are assigned to different units. The formal name will
be used to match them.
STEP:4 In this field you can specify the Number decimal places for the Units from 0
to 4. This field is useful for Units measured in fractions.
For example, Kilogram unit. 1.255 Kgs, here 1 is for Kg and fraction 255 is
for gram. For this unit, number of decimal places required is 3
Compound Unit of Measure
STEP:1 Go to Gateway of Tally > Inventory Info > Units of Measure > Create.
STEP:2 Select Compound from the Types of Units and press Enter. The Conversion
field will be displayed for creating Compound unit.
STEP:3 Select the First unit from the Units List. In the above example, Dozen will be
the First Unit.
STEP:4 Specify the Conversion Factor. In the above example, Conversion factor will
be 12.
STEP:5 Specify the Second Unit from the Units List. In the above example, Number
will be the Second Unit. This unit is also called Tail Unit.
STEP:6 Use CTRL + A or Accept the Screen for Saving of Compound Unit Creation.
Alter Units of Measure
STEP:1 Go to Gateway of Tally > Inventory Info. > Units of Measure > Alter .
RESULT:
Programme successfully run in Tally ERP 9.
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 PROGRAMME NO 8: GODOWN CREATION
AIM
To know how to Create Godown Single location and Multiple Location in
ERP 9
ALGORITHM:
Creating a Single Location/Godown
STEP:1 Go to Gateway of Tally > Inventory Info. > Locations/Godowns > Create
(under Single Godown).
STEP:2 Specify the Name of the Location/Godown.
STEP:3 Enter an Alias name for the Location/Godown name, if required.
STEP:4 Specify the Location/Godown Under which the Location/Godown is to be
categorized. Use Alt + C to create the parent Location/Godown if it is not in the list.
Select Primary, if it is not a sub Location/Godown of any Location/Godown.
Creating Multiple Locations/Godowns
STEP:1 Go to Gateway of Tally > Inventory Info. > Locations/Godowns > Create
(under Multiple Godowns).
STEP:2 Select the parent group under which you want the new Godowns to be
created in the field Under Godown.
STEP:3 Specify the Name of the Godown.
STEP:4 If you select All Items in the field Under Godown, you must specify a parent
Godown here. If you select a specific Godown in the field Under Godown, that
Godown will be displayed automatically in this column.
RESULT:
Programme successfully run in Tally ERP 9.
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PROGRAMME NO 9: ACCOUNTING VOUCHERS CREATION

AIM
To know how to programmed with a variety of Accounting vouchers in ERP 9
ALGORITHM:
Creating Voucher Types
STEP:1 Go to Gateway of Tally > Accounts Info. or Inventory Info. > Voucher Type
> Create.
STEP:2 Enter the Name of the voucher.
STEP:3 Select the type of voucher.
STEP:4 Enter the abbreviation in the Abbreviation field, if required.
STEP:5 Select the Method of voucher numbering from the Methods of Numbering
list
STEP:6 Enable Use effective dates for vouchers to enter effective dates for vouchers.
STEP:7 Enable Make this voucher type 'Optional' by default to set your voucher to
optional voucher by default.
STEP:8 Enable Allow narration in voucher to give a common narration for voucher.
Enable Provide narration for each ledger in voucher ? if you want to give a separate
narration for each entry of a voucher.
STEP:9 Enable Print voucher after saving to print every voucher after entering it.
Note: Depending on the Type of Voucher selected to create or alter, different printing
features appear in this field. For example, if you select Receipt as Type of Voucher,
the option Print Formal Receipt after saving will be displayed.
STEP:10 Set Use for POS invoicing to Yes to use the sales invoice as POS invoice.
STEP:11 Set the Default title to print on invoice to print the same title for POS
invoice.
STEP:12 Select the bank in Default bank option to print the default bank ledger when
the option Print Bank Details is enabled in a Sales voucher.
STEP:13 Enter the Default jurisdiction to be printed on the invoice, if required.
STEP:14 Create a voucher class in the Name of Class field, if required.
STEP:15 Press Enter to save.
RESULT:
Programme successfully run in Tally ERP 9.

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 PROGRAMME NO 9: INVENTORY VOUCHERS CREATION
AIM
To know how to programmed with a variety of inventory vouchers in ERP 9.