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Open erp to tally interface
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Open erp to tally interface

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Open erp to tally interface Presentation Transcript

  • 1. Open ERP to Tally Interface
  • 2. Financial Management- Tally Interface: 1. In Main menu -> Sales Management -> Sales order -> Click on All sales orders .
  • 3. 2. List of All sale orders appear on the screen. Click on New button to create New sale order.
  • 4. 3. New Sale order form.
  • 5. 4. Enter data in all fields that are required using their respective search buttons.
  • 6. 5. Click on save parent record button.
  • 7. 6. Next on Create new record button. Sale order Lines Pop-up window appears on the screen.
  • 8. 7. Click on the Search button of Product field. A list of products appears in a pop-up window
  • 9. 8 . Select a product from the list. Enter required Quantity and Unit price.
  • 10. 9 . Add taxes to the product by clicking on ‘+’ button and Save it.
  • 11. 10 . Selected products are added to the list of sale orders.
  • 12. 11 . Click on Compute Taxes button.
  • 13. 12 . Next click on Confirm order button. Order state changes to In Progress .
  • 14. 13 . Next click on search button on the top of the form to see the list of sale orders.
  • 15. 14 . In Main menu -> Stock Management -> Click on Outgoing Products.
  • 16. 15 . Click on Edit button of the required pack. Pack opens in edit mode.
  • 17. 16 . Next click on Force Availability button. Status of the pack changes to Available .
  • 18. 17 . Next click on Packing Done button.
  • 19. 18 . Next click on Make Picking button in Make Packing window.
  • 20. 19 . “ Packing has been successfully made ” Messages appears. Click on Close.
  • 21. 20. . Status of the pack changes to Done . Next click on Search button.
  • 22. 21 . Select the pack To Be Invoiced from the list and click on Create Invoice in Actions menu.
  • 23. 22 . Create Invoices form appears on the screen.
  • 24. 23 . Enter the Destination Journal and click on Create Invoice .
  • 25. 24 . Draft Customer Invoices List appears on the screen. Click on Edit button of the pack.
  • 26. 25 . Respective Customer Invoice form appears on the screen.
  • 27. 26 . Next click on Create button. State of Customer Invoice changes to Open .
  • 28. 27 . Next click on Save to save Customer Invoice form.
  • 29. 28 . In Main menu -> Financial Management -> Invoices -> click on Sales Register.
  • 30. 29 . Sales Journal form appears.
  • 31. 30 . Enter the Journal name and click on Show button.
  • 32. 31 . The list of Customer Invoices appears on the screen.
  • 33. 32. Select required Customer Invoices and click on Export as spread sheet in Actions menu.
  • 34. 33 . Save the Excel sheet by clicking on Save As button and click on close.
  • 35. 34 . Refresh the Sales Register. Customer Invoices that are Exported to tally are converted to Green and Exported to tally status changes to Yes.
  • 36. 35 . Records of Sales Register Exported to excel sheet.
  • 37. 36. Open Sales register in Tally to Import Customer Invoices from the Excel Sheet.
  • 38. 37. Open Tally Data Loader to Import Excel sheet to Tally’s Sales Register
  • 39. 38. Choose Sales option in Excel to Tally drop down menu.
  • 40. 39 . Browse the Excel sheet which is saved and click on Sales button.
  • 41. 40 . After loading all records Process completed dialogue box appears. Click OK .
  • 42. 41 . Records in excel sheet are Imported to Tally successfully .
  • 43. Contact Us
    • Fair fax: USA :
    • 8301 Arlington Blvd , Suite T-04 Fairfax, VA 22031. PH :703 722 9131
    • Rama Mashetty
    • E-Mail: sai@millenniumsoft.com
    • Skype: rmashetty, PH: 703 338 4233
    • Peter Lynch
    • E-Mail: peterl@gomillenniumsoft.com
    • PH: 703 445 7131
    • Praveen S
    • E-Mail: praveens@millenniumsoft.com
    • Skype: praveen.millenniumsoft
    • PH: 703 445 7131
    • Hyderabad, INDIA :
    • Plot # 335, Bhadra Diagnostic Building, 3rd floor, Behind Remedy hospital, Road # 4, KPHB, Hyderabad - 500 072, India
    • Phone: +91 8886112334
    • Office: 040-40061364, 040-64544928
    • E-Mail : sushmak@millenniumsoft.com
    • Skype: sushmakonanki
    • E-Mail: shakti@valuematrics.com
    • Skype: shakti.kumar.chouksey
  • 44.