Serial Number And Activation Key For Tally Prime

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ASales Order is a document generated and shared by the seller with the customer. Once you receive a Purchase Order from the customer with the details of the product required, you can confirm the sale and delivery of that product by issuing the Sales Order. Once the goods are delivered, you can record sales against the Sales Order. You can also Record Delivery note against the Sales Order and then record sales against the delivery note.

A Sales Order indicates the product details, quantity, and agreed price. Once the goods are sold you can track the sales order in the delivery note or in the sales invoice depending on your business practice. In Tallyprime, you can follow the process of creating a Sales Order followed by delivery note and then the sales flow. You can also follow the process of creating a Sales Order and then directly record the sales against the Sales Order.

Partial cancellation of goods can also be recorded in TallyPrime and you can also pre-close a Sales Order. After the delivery of goods, if there is any return, you can record the same in Rejections In voucher against the delivery note. The Sales Order outstanding report is available to view and track the Sales Order which is pending and take necessary action to complete or close the order.

When you receive an order from a customer, you may need to provide the details of items, quantities, delivery date, and so on, with a Sales Order Number and when these goods are delivered, this Sales Order Number is used to track the order details either in the delivery note or in the sales invoice.

Enable this option to allocate all the items to a common accounting ledger. This option helps record transactions faster if enabled, as you do not have to select the sales ledger every time you select a stock item. You can disable this option if you want to allocate different sales ledgers for different items.

You can preclose orders partially or completely depending on your business requirement. If you have sold goods partly against a sales order, and later the remaining goods are not required by the customer, you can partially preclose the order.

Display the cost centre details for any additional ledger. Along with the stock item or service ledger, if any other additional ledger needs to be tracked separately, then you can use cost centres to track the expenses.

Display the account balance of the party as on the voucher date. If this option is enabled, the party ledger does not reflect the net account balance; instead, it shows the balance as of that particular voucher date.

While recording the voucher with the stock item having a compound unit, if you use the first set of units under quantity and the rate you have given for the second set of units, then with this option enabled, the unit for the quantity gets changed to the same unit for which the rate was given.

After the delivery of goods is done against the sales order and there is a negligible quantity left in the order which you are not planning to supply to the customers then you can pre-close the sales order. Pending references for such orders continue to exist in TallyPrime until you close them. You can pre-close an order from Sales Order Outstanding reports or from the transactions, sales orders, delivery notes, or sales.

You may want to know the sales orders outstanding and account for the partially or completely cancelled orders. You can use the reports of Sales Orders Outstanding and Pre-closure of orders report and pre-close the cancelled orders at any time. Different reports show outstanding Sales Orders. The outstanding orders can be viewed Stock Group-wise, Stock Category-wise, Stock Item-wise, account Group-wise, ledger-wise, or from All Orders.

You may have created subgroups for your sundry debtors based on region, type of party, city, location, or for each salesperson, as per your business need. This report is used to view the outstanding order for that group.

This report displays the Sales Order Outstanding of all the pending orders. It provides information on the order number, date of order, party, ordered Quantity, undelivered order, rate, the value of the ordered stock, the due date for delivering the goods, the number of days overdue, and information on goods delivered but orders not received.

You can analyze the Order Details report based on the Bill date or Due date. This report helps you to track the ageing of the sales order so that you can take action on either delivering the goods or closing the order.

If you follow the business practice to record a Delivery Note for goods dispatched, you can record it in TallyPrime and track it to the sales invoice. You can record a Delivery Note even without recording a Sales Order. The procedure to record Delivery Notes without Sales Orders is explained below.

If you want to record a Sales Invoice before a Delivery Note, you can record the invoice with a Tracking Number and track it in the Delivery Note. The transaction is accounted against the party ledger without updating the stock value and appears as Bills made but goods not delivered in the Sales Bill Pending report.

To prevent the Tracking Number from being displayed in the transaction, after all your Delivery Notes have been consumed by generating a Sales bill against them, or after generating a Delivery Note against a Sales bill, you can deactivate the Delivery Note voucher type altogether.

Sales Bills Pending report lists all instances of incomplete sales, where goods may have been delivered but not invoiced. It also lists instances of invoices raised but against which goods have not been delivered.

When the Delivery notes or Rejections In voucher is recorded with a new tracking number, but the Sales invoice (or voucher) or Credit note is not linked to it, the inventory details are updated, but accounting entries are pending. Similarly, if you have entered a Sales invoice or Credit Note with a new tracking number, but the Delivery Note or Rejections In voucher is not linked to it, the accounting details are updated, but inventory entries are pending.

Starting from tracking Outstanding Sales Orders to print Sales Orders and pre-close the orders if needed, TallyPrime allows you to manage and record your Sales Order, as per your business needs. Similarly, you can also use TallyPrime to manage your Delivery Notes and keep track of your deliveries, with or without any reference to Sales Orders.

TallyPrime supports sharing documents with parties by using WhatsApp templates. In case you wish to send a message to your party as a reminder for the due payments, you can do so from the inbox of your Interakt account. For more information, refer to How to send messages to your customers in one click.

Yes, TallyPrime supports sharing reports to multiple ledgers at the same time. You can share your reports by opting for the All Ledgers in the WhatsApp to field. For example, you can select All Ledger Outstandings, Multi-Voucher, and so on from the list of reports, and the report will be shared with multiple ledgers at the same time.

Yes, it is possible to send messages to multiple mobile numbers by opting for the Multiple Mobile Nos. option in the Ledger master. You can also enter multiple WhatsApp nos. on the fly while sending the document to the party.

You can send business messages from Interakt Inbox to reply to an ongoing conversation and this does not require the involvement of any template. However, sending business documents from TallyPrime without any templates is not possible.

Yes, you can de-register an already registered business WhatsApp No. for TallyPrime. After using a number in a WhatsApp API account, you can switch the number back to use across WhatsApp personal/business apps. But you can do so, only if there has been no exchange of WhatsApp messages on the number for at least 30 days.

Using a number that is already in use for an existing WhatsApp Business Account (Business App) for WhatsApp Business API on-boarding is not allowed by Meta. A user will have to de-register himself from the WhatsApp Business Account to start using the WhatsApp Business API features.

By default, the WhatsApp From field will pick up the number from which the previous message that was sent from TallyPrime. However, users can always choose the number from which the message should be sent from.

User will not be able to manually add attachments to a message from TallyPrime. However, every WhatsApp message sent from TallyPrime will have an invoice or a report attached as a document or an image along with the message template.

To start using WhatsApp from TallyPrime, you need to follow few simple steps. First, you need to raise a request from the customer portal to register your business WhatsApp no. and creation of Interakt account. After you submit the request, your TallyPartner will take it up to take the things forward.

It is possible to register multiple WhatsApp numbers under the same WhatsApp Business Account. Once registered, user will be able to access the inbox for the different numbers using the same credentials in the portal.

After you have done the above, reach out to Tally Customer Support. A support executive will reach out to you to coordinate a 10-minute window when you can provide them with the OTP for completing the migration.

You cannot change the name of your Interakt account that you have registered with during the onboarding process. However, the name of your Interakt account is not visible to anyone or anywhere except to you when you open your Interakt account. Therefore, changing it will not impact your business activities.

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