tally.erp 9-featuresconfiguration for it hw business

7/31/2019 Tally.erp 9-Featuresconfiguration for IT HW Business

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Tally.ERP 9 for IT Hardware Vendors

The below mentioned slide wise illustration will help to implement Tally.ERP 9 in ITHardware business.

Slide-4: Stock Availability and their configurations

Stock summary with product description will provide information to our Sales team/Frontoffice team about the configuration of that product or what are the features are availablewith products and availability of the products.

Steps to get the stock availability status and item configuration in stock summary report ismentioned below

Gateway of Tally

Click on F12 configuration Select the configuration option Accts/Inventory Info

From the master configuration screen, in Inventory section, Use Description for S tockitems- Yes.

Now while creating the stock items (Inventory info stock Items Create/Alter) you canspecify the item descriptions in the description field.

To view the stock summary with configuration

Gateway of Tally

Select the Report Stock summary

Click on the button- Press F1(Detailed)

Press F12 (configurations)

Enable Appearance of stock items Name (Description)

Tally.ERP 9 will display the item name with description of the item.

Slide-5: Want to suggest Alternative Items to customer?

Stock query report gives an option of checking alternative products.

This report is obtained using the feature called Stock Query.

There are two methods in which we can achieve the Stock query report

At the reporting level.

Gateway of Tally.ERP 9

Select the option Display

From the display menu select Statement of Inventory Select Stock Query and select the item name.

At transaction Level.

Gateway of Tally.ERP 9

Select the Accounting/Inventory vouchers

Select the Press F8 to select the sales voucher

Select the Stock item/product from the list


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Click on Alt + S will display stock query for the particular item you have selected inthe sales voucher.

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.

Creation of voucher type Quote: -

Gateway of Tally

S elect the Master Accounts/Inventory Info

From Accounts/Inventory Info master, select Voucher Types

From Voucher types screen select Create.

Create the voucher type Quote and select Type of voucher as Sales Order andaccept the voucher type creation.

Now you can start enter ing 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.

Obtaining the List of Quotation vouchers

From the Gateway of Tally.ERP 9

Select the option Display

From the display menu, select Statistics. 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.

Slide-8 : Multiple Payment mode- POS Invoice

Steps for configuring Tally.ERP 9 POS and how to make POS transactions are mentionedbelow:

Creation of POS voucher types

Gateway of Tally Accounts Info Voucher types Create In the voucher type creation screen, type voucher type Name as POS Select T ype of voucher as Sales from the list of voucher types Enable the option Use for POS invoicing= Yes and you c an type/configure the

message in Print Message 1, Print Message 2 fields, which you wish to be display inInvoice. These two additional fields for messages appear on enabling the above POSfeature, which can be used for custom messages viz., *Thank You* or *Visit Again*and so on as per your requirements. The same will be printed at the bottom of thePOS invoice.

Default Print Title: You can specify the title of the POS Invoice (For Eg. CASH BILL)as per your choice and the same will be printed in the Invoice.

For more details please refer Tally.ERP 9 reference manual /help file-POS section forconfiguring the same.

POS Transactions & Billing

From the gate way of Tally Select the Accounting vouchers under the transaction menu Select the Sale v oucher type or click on F8 to select the sales voucher type. Select the POS voucher from the list of voucher type. From the POS voucher screen, select the sales ledger from the list of ledger accounts

and press enter.

Select the Item (Bar code reader also can be used for scanning the bar code orselect the Item from the list)


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Capture the product / item name enquired and specify the customer contact details,address and other details in the narration field.

Daily enquiry report can be generated with below mentioned steps:

Gateway of Tally Select the option Display Statistics. From the type of Vouchers, select Daily Enquiry Drill down to desired month you

wish to see the report and Press F12- and Set Yes to Show Narration Also.

Slide-11 Assembling the computer and Ascertaining the cost and sales price of acomputer

The process of assembling the computers is handled in Tally.ERP 9 using the voucher typecalled Manufacturing Journal

There are 3 steps involved in this

Creation of Manufacturing Journal Creation of Bill of Material Manufacturing journal entry.

Enabling the Manufacturing Journal .

Gateway of Tally

Select the Accounts Info

From Accounts select Voucher Types

From Voucher types screen select Create.

Create the Voucher type called Assembled PC , select the type of voucher as Stock journal.

Enab le the feature, Use as a manufacturing Journal=Yes and save the vouchercreation screen.

Bill of Material Creation.

From Gateway of Tally Select the Inventory Info Stock items and click on create. From the stock item creation screen, click on F12 configuration Enable the feature Allow component list details (Bill of Materials)=Yes and accept Now in the stock Item creation screen, select the Name if the item which you wants

to create. Select the group, units etc. Enable Set Components (BO M)=Yes Select the number of components required to manufacture the same item and accept

and accept the stock item creation screen.

Passing the Manufacturing Journal .

From the Gateway of Tally Select the Inventory Vouchers from the Transactions Select the S tock J ournal or press Alt+F7 Select the Assembled PC from the voucher type and accept Mention the Name of the product for Eg: Computer Select the Godown where you wish to store the Manufactured material Specify the Finished goods Quantity which you would like to manufacture, you can

see the BOM (bill of material) required to manufacture the computer will bedisplayed automatically in the components screen.

You can add Additional Cost (by creating a ledger for Eg: Assembling charges,Freight or any other charges to be added) of the manufacturing and save the

voucher. The same can be printed and given to the customers


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Slide-13 & 14 & 15: Warranty management.

Warranty tracking can be done using the Batch feature. To enable the batch

From Gateway of Tally Press F11 or click on F11 Feature

Select the F2- Inventory features Enable the feature Maintain Batch - wise details and Set expiry dates for Batches

to Yes Now from Gateway of Tally press F9 and enter the purchase transaction, in the item

allocation screen, enter the Batch number, Manufacturing and expiry date. At the time of making the sales entry, you can specify the Batch details in the

narration field along with warranty information and bill the same. To search for the Batch, from the gate way of Tally.ERP 9 , select display Select Inventory Book Select Batch Select the name of the Item and batch and

enter. You will get the date of purchase and sales details.

Slide- 17& 18 & 19 & 20: AMC Management

Create a New voucher type called AMC Service Order and select type of voucheras Sales Order.

Create one Item as AMC. When you receive any AMC Order to create AMC voucher

From G ateway of Tally Select Inventory Vouchers Select Alt+5 or click on Sales Order Select AMC -Service Order. Select the Party Name & O ther details.

Select the Item as AMC. In the item allocation screen, Due On field select when is the next service duedate. For Eg: Every month 10 th you have to make on site customer visit.Therefore in the Due On field you can select the 10 th and quantity as 1Visit(You can create Unit of measure as VISIT for item AMC)

The similar way you may specify the planned visit details in the item allocationscreen.

To view the AMC Order details From the Gateway of Tally Display Inventory books Sales Orders Click on Due only, will display the due visit details, therefore you can call the

customers proactively and fix the appointment for visit.

Once you have completed the Onsite visit, you can knock off the AMC visit againstthe order. Steps are mentioned below

Gateway of Tally Inventory vouchers select the Delivery note(Alt+F8) Pass In Delivery note Select the AMC Orders from the List of pending orders

Select unit as Visit (1 visit, 2 visit etc.) And select the End of List details in all the other places and accept. You can specify the onsite visit details or service details in description.

Slide-22 Understanding saleable stock situation

Tally gives you an opportunity to block stocks in advance for to cater to orders due bysimply raising Sales Orders in Tally. You will be able to get the saleable stock details in theStock Summary report (Saleable Stock=Closing Stock- Sales Orders Pending).Looking atthis report you will get the information on Stock in hand with you, this helps to manageyour delivery schedule more efficiently.

To achieve the saleable stock

From the gateway of Tally Select the Report Stock Summery Select the option F1 -Detailed

Click on the option New column or Alt + C Specify the date on which you want to see the saleable stock


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Accept all the other option and select type of values - Saleable stock and accept .

Slide-23 Know your stock movement- Fast, Slow or Idle

Using this report you can analyse as the product/item is fast moving, slow moving or notmoving in your business. It also help to you to design a promotional schemes for the slow

moving items.

This report can be obtained from Aging Analysis report of Tally.ERP 9

From Gateway of Tally.ERP 9 Select the option Display Select Inventory Books Select Ageing Analysis Press F6 Ageing Periods You can change the Ageing period as per your requirement (10 days, 20 days, 30 days

etc.) as per your need.

Slide-24 Reduce Inventory Carrying cost

Create the price Level called Promotional

From Gateway of Tally Select the F11 feature Select Inventory features Enable the option Use Multiple price levels Specify the price level name Promotional in the company price level screen

Set up the promotional schemes

Gateway of Tally Select the Inventory Info Select the feature Price List Select the Stock Group Select the Stock Group Name as All items Select the price level Promotional Mention the date from the price list is applicable in the Applica ble From (From which

date you want to activate the promotional pricing for the items)

Slide-25 Outstanding Management

There are important business decision making reports which can be generated fromTally.ERP 9. By viewing this you will be able to get a complete picture of outstandingreceivables, from Customers and outstanding payables to the suppliers. This report alsodisplays a due date column for your reference. You will be able to get the information onoverdue bills, if any, from this report.

From the Gateway of Tally.ERP 9 Select Display Select the Statement of Accounts Select Outstanding Select Receivable or Payable

Slide-26 Follow-up with customers

The follow-up with customers can be done through the feature called Reminder Letters.

From the Gateway of Tally.ERP 9 Select Display Select the Statement of Accounts Select Outstanding

Select Ledger Select the particular ledger and press ALT+P Set the option Print Reminder Letter = Yes and accept the same. To view the contact details, from the ledger outstanding report, click on contact.

Slide-27 I have 2 collection boys how to use them smartly?

We can achieve this by classifying customers by area/zone using Group concept.

From the Gateway of Tally.ERP 9 Select Display Select the Statement of Accounts Select Outstanding

Select Group and select the required group. To enable the contact details set Show contact details=Yes and accept.


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tally.erp 9-featuresconfiguration for it hw business

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