Welcome to Reality!!!!

Have you dreamed of having access to real-time data from your branches / factory?... Its not a dream anymore.....

The problem of a businessman or an accountant or a salesman who require business information while they are not physically present at their office. This information can be anything in Tally.ERP 9 like bank/cash details, outstanding statement, stock position etc. For example an owner or the salesman can confirm the order of his customer while he is sitting with the customer. With the facility of Remote Edit in Tally.ERP 9 he can even enter the delivery note confirming the prompt dispatch of the goods and winning his customer’s delight. All this is possible using, even the Educational version of Tally.ERP 9 – from anywhere..

Create & Alter Transactions Remotely

Enhanced Remote Access feature allows you access your data that is available in your Tally.ERP 9 from anywhere. The magic of Remote Edit allows the factory manager to log in to the Tally.ERP 9 at HO and enter data of items produced and shipped to the showrooms and outlets. All this by using just the Educational version of Tally.On the other hand if the licensed Tally.ERP 9 is installed in the Factory, the HO or showroom can remotely log in and check stock position , delivery details production status etc.

Trusted & Secure Fashion

In Tally.ERP 9 Remote Access, customer is the custodian of data. Without customers’ authorization the data cannot be accessed by anybody. Even in the Alter scenario data resides only on customer’s Tally.ERP 9. The customer’s data does not flow out anywhere. 

Effect Deliveries 

Imagine a scenario where dispatching of items are held up due to non-availability of the right person. With Tally.ERP 9 Remote Access you can now log in remotely from anywhere and enter the delivery note which can then be printed by your delivery clerk thereby ensuring prompt dispatch . 

Verify Balances & Collect Payments 

Consider a scenario where in you are with your customer and discussing outstandings. The customer is giving you some different figure than that of what you are referring to. In such situations you can remotely access your data from your Tally.ERP 9 and print his outstanding report and convince him to settle the account. On collection of payment from the customer you can now prepare, print and handover a formal receipt of the payment right in his office using the Remote Access capabilities of Tally.ERP 9. 

Possible queries of a reader (FAQ) 

1 Do I need to have a licensed Tally.ERP 9 for Remote Access?

No, you can access remotely using the educational version. 

2 Do I require to keep my Tally.ERP 9 loaded and connected with internet to do Remote Access?

Yes, you are required to do that. Also you need to open and connect the company(s) you want to access. 

3 Can I provide access to my partner also?

Yes you can. It can be your partner, your employee or even your auditor. 

4 Once I allow remote access to a person, can I restrict my sensitive data from getting viewed and modified?

You are the owner of your data. You can decide who to give access to and what data such people can access. 

5 How different is it from other remote access software like Team Viewer, WebEx?

a. The Tally.NET technology used by the Remote Access capability is very unique.

b. Your computer need not be shared.

c. Tally data will not be moved/copied out of your computer or will not be uploaded to any webserverse. Communication happens between Tally to Tally

f. Create / Edit / View remotely but print locally. 

6 Should I continue with Synchronization or Remote Access is sufficient?

Based on business scenario one has to opt for Remote or Sync. On proper understanding the advantages of each case, one can select either to go for Sync or Remote Edit. Remote Edit Synchronisation Working on Live Data Local Data / Offline Data Internet Dependency Complete dependency Occasionally connected Licensing Educational Tally at remote locations Licensed Tally at all locations 

7 What is meant by “in a trusted and secure fashion”?

a) Data resides on your own PC

b) data is not stored anywhere outside your reach

c) you are the only owner / administrator of the data, who will give the rights to user for Remote Accessd) data will be transmitted in an encrypted format

e) Tally.NET server first authenticates the user request & then makes a secure connection between two Tally as clients and work securely. Because there is no “server”, nobody can hack into a customer’s data

Empower your enterprise with simple solutions!!!!!!

Happy Tallying!!!!!!

AiyerJi

POWER OF THUMB 

The creative highlights the importance of SMS in the day to day life of a businessman. It highlights theease with which Tally.ERP 9 can make business information available to people who are continuously onthe move and require to be up-to-date for decision making. All this with the Power of Thumb using theSMS facility available in the latest Tally.ERP 9  It says, just SMS for instant access of customer information, stock status, bank balance and much morefrom wherever one needs the information. The information on SMS one does not have to know any special technology or specific language as in the other SMS querysystem. All one has to do is just use plain English (as used by all in day today conversation) to send in thequery from mobile phone to get information on SMS from Tally.ERP 9. This is what is meant by Power ofT (thumb). 

Possible queries of a reader (FAQ) 

1 What is meant by Power of T?

Power of T means Power of Thumb - that is power of SMS. . When we send an SMS, we use ourThumb – this is the correlation. And, using our Thumb, we are able to get business information fromTally.ERP 9 – anytime, anywhere – this the Power of Thumb. 

2 What is so special about SMS in Tally.ERP 9?

SMS in Tally.ERP 9 works on the concept of Natural Language. It is made simple and easy for theuser to query using plain simple English . He need not know any new technology or remember anycode to do this. 

3 What do I need to do to use the SMS feature?

SMS is a part of the Tally.NET services. To avail the SMS feature it is necessary to install Tally.ERP 9Series A Release 2.0 on your computer which is available only to customers who have a validTally.NET subscription 

4 How can I configure the SMS Feature in Tally.ERP 9

SMS configuration can be done in three simple and easy steps

· Register Mobile Number in My Profiles under Control Centre

· Enable SMS in F11: Feature > Tally.NET Features

· Authorise Users for SMS under Security Controls 

5 How does this SMS work?

SMS works on the concept of Natural Language which is plain simple English. When you desire toquery, just type required query along with the period. E.g Cash balanceE.g. balance of Debtor AE.g balance of Item XE.g. Sales for July The system will in turn query with the connected company, extract the information and send a replyto your mobile. It is essential to add the requestor’s mobile number in “My Profiles” in the ControlCentre before connecting the company to Tally.NET. . Please note that it is essential for a companyto be connected to Tally.NET – for SMS to work. 

6 Can you please provide me the service number to which the query needs to be sent?

At present you can send in your queries to 5667750. The new number will be intimated to you indue course of time. 

7 Can you please provide me the list of service providers which support the SMS feature of Tally.ERP 9?

At present the following service providers support SMS queries from Tally.ERP 9:

· Airtel

· Vodaphone

· Reliance

Very soon the remaining service providers will support the SMS Feature of Tally.ERP 9. Please check our web-site for additions to this list of service providers 

8 Is SMS a paid service?

Yes, SMS is a paid service. The user will be charged for each SMS sent from the user’s mobile. 

9 What is the cost per SMS?

The cost per SMS solely depends on your mobile service provider and may vary from time to time. 

10 Is this SMS facility available 24/7 to the user?

Yes, the SMS feature is available 24/7 to the user provided the required company is connected toTally.NET. 

11 How many Mobile users can receive the SMS reply at a time to the query raised?

It can be any number of users who have raised the query. 

12 Can I query for information with two different Companies which have authorized me?

Yes, you can query information from different companies which have authorized you. . 

13 Do I require high end mobile phones like 3G phones or internet on my mobile?

No, you don’t require any specialized mobile phone; you can use a simple phone which has the SMScapability in it. 

14 Do I have to pay additional charges to the service provider for enabling Tally SMS service and are the roaming charges applicable?

No, you don’t have to pay any additional charges to activate this service. Other chargesas per theservice provider. 

15 Can I send an SMS from Tally to all the Sundry Debtors reminding them about their outstanding amount on a periodic basis?

No, you cannot send an SMS from Tally.ERP 9 at present. This feature will be made in the nearfuture. 

16 Can my parties check their outstanding amount?

No, Not presently. 

17 Can any number of mobiles send SMS? If limited then how many?

No limits. Any number of mobile phones can be registered in Tally.ERP 9 for the SMS facility.

Empower your enterprise with Simple Solutions!!!™

HAPPY Tallying!!!!

AiyerJi

a) Users can define their own units of measurement

b)Complex, compound units can be created in a simple manner e.g. 1 Gross of 12 Dozens of 12 pcs

c) Alternate units can be created for stock items – e.g. Cotton may be purchased in Bales, but sold in kgs. Both units can be maintained and used d) Rate of an item can be entered based upon any unit – main or alternate

e) Flexible entry - Tally.ERP 9 allows the handling of unique situations. . E.g. Your standard compounded UoM states 100 Kg of Cotton is 1 Bag and you are in the process of shipping 50 bags. Your supervisor says the ‘water content’ in cotton is higher than the regular levels – and warns that if you ship 100 Kg per bag, it will be only 98 Kg by the time it reaches the Customer. Therefore, you need to ship 102 kgs per bag. Tally.ERP 9 gives you the flexibility of shipping 102 Kg per bag without changing the master UoM. For this transaction, 102 Kg per bag will be the Flexi UoM.

 a) When the same Stock item is scrapped – Create a Godown “Scrap” and using a Godown Transfer voucher, transfer the scrapped quantity from its godown to the “Scrap” godown. When the scrap is sold off or discarded, simply consume it, using the Sales voucher (in case it is sold) or the Stock Journal voucher (in case it is discarded)

b) When a new item is created (as scrap) while manufacturing a product – this new item can be named “Scrap” and then treated in the same manner as above.

Feel free to be in touch with us if you have any comments / query.

Empower your enterprise with simple solutions!!!

Happy Tallying!!

AiyerJi

Tally.NET Subscription / Renewal 

1. A message Tally.NET subscription valid till 31-Mar-2010 is displayed in the license information pane in the product. What does it signify?

A: It indicates that your Tally.net subscription is going to get expired on 31/03/2010. You need to renew the Tally.NET subscription by paying nominal charges.

2. Why should I subscribe?

A: The subscription includes product and statutory upgrades and updates for a year. Any major version or changes within the subscription period will be available and you will get a price protection for a period. Tally.NET provides other services such as Unlimited Data Synchronization, Unlimited Remote Access, etc. The Remote Edit and SMS feature would also available shortly. 

3. What are the features covered under Tally.NET Subscription?

A: Latest updates on product/statutory (keep you updated with the amended  taxation laws, reports, returns)

• Unlimited Remote Access
• Unlimited Data synchronization via Tally.NET servers 
• Remote Edit
• SMS services

For more information call us 9867606526 / 022-65131326/27 or email us sales@aiyerji.com or aiyerjisales@gmail.com  

4. Why product updates like stat, releases are made chargeable?

A: Till this release we have provided release updates and stat free of cost. The amendments done by the department will be implemented in the product which will not hamper in filing the statutory reports on time. The world around us is changing in terms, technologies, government and therefore the rules and laws of transacting. As a company - we were looking at how we can give you getting access to these changes, hassle free. Also Tally.NET subscription will enable you to access other bouquet of services, like, remote access and edit and many more during the period of subscription. 

5. What happens if I do not renew my Tally.NET?

A: Your Tally.ERP 9 license will continue to work. However, the latest product / statutory upgrades and updates will not be available.  Tally.NET is a bouquet of services and you will NOT get access to the same, which includes changes based on new technologies, government rules and laws, remote access and edit.   

6. What is the cost of Tally.Net subscription? 

A: For Single user Rs.2,700/- For Multi user Rs.8,100/- (Tally.NET subscription is inclusive of taxes.) 

7. I have got multiple serial numbers registered under one company. Will I get discount in this case? 

A: In case you have more than 4 licenses please call us 9867606526 / 022-65131326/27 or email us sales@aiyerji.com or aiyerjisales@gmail.com  with the complete details of the serial numbers and the account id. 

8. I would like to get only the Product and Stat updates.  Do you have any discounted offer as such?  Are you coming out with such offer in future as most of the customers are not using Tally.NET features and use only Product and Stat updates? 

A: The product and statutory upgrades are a part of Tally.NET Subscription. There is no discount available on the subscription amount and no such offer is available.  

9. Partners are charging more than the price announced for Tally.NET subscription renewals? 

A: The Tally.NET subscription charges are Rs.2700/- for Single User and Rs.8100/- for Multi User (inclusive of taxes). The Partner might charge you on the other services which you may avail from them like onsite visit, data migration, for which they are spending time for processing. 

10. I am having more licenses in my Group Company. Should I subscribe for all the licenses? 

A: You may renew Tally.NET subscription for all licenses. In case you have more than 4 licenses, please call us 9867606526 / 022-65131326/27 or email us sales@aiyerji.com or aiyerjisales@gmail.com  with the complete details of the serial numbers and the account id.  

11. I am currently using Tally 9 and if I upgrade to Tally.ERP 9 after 1st April 2010, should I pay Tally.NET Subscription separately apart from the upgrade charges? 

A: No, the upgrade is inclusive of Tally.NET subscription for one year. 

12. Can I subscribe Tally.NET Subscription for a number of years? 

A: No, currently it is renewable on yearly basis. As and when we come out with such an offer it will be intimated to our registered users. 

13. We are only the users of single user of Tally and we are not using Remote access facilities. Recently we have spent huge amount on customization for additional requirements.  Hence consider our case and reduce the Net subscription charges. 

A: The customization was done based on your business specific requirement. Tally.NET provides you a bunch of services like product and statutory updates, remote access, unlimited data synchronization, remote edit (upcoming) and many more during the period of subscription. The subscription charges paid is to renew the Tally.NET subscription for a year.   

14. What happens if we do not get the Tally.NET subscription renewed? 

A: Your Tally.ERP 9 will continue to work, but you will not get access to the new technologies hassle free, and certain services which cost us to maintain and provide will not be available. 

15. If I subscribe to Tally.NET, do I get free onsite support?

A: No, Tally.NET subscription is for a bunch of features like product and stat updates, remote access, unlimited data synchronization, remote edit (upcoming) and many more during the period of subscription. The onsite support is service rendered by service partners based on your business needs and maintenance which is on additional charges. 

16. What is Tally.NET subscription cost for Auditor Edition? 

A: The Tally.NET Subscription cost for Auditors’ Edition is Rs.4050/-, which is half of the Multi user cost. 

17. If Tally.ERP 9 Auditors’ Edition is having additional sites for the same serial number, should we renew Tally.NET Subscription for all additional sites? 

A: Yes, the Tally.NET Subscription should be renewed for all sites / branches at once, by giving the full amount in online or renewal through product.  

For more information feel free to be in touch us , call us 9867606526 / 022-65131326/27 or email us sales@aiyerji.com or aiyerjisales@gmail.com

Empower your enterprise with Simple Solutions!!!(TM)

Happy Tallying!!!

AiyerJI

 What can Remote Access for you?

Tally.ERP 9 provides remote capabilities for you to access data from anywhere. Using Tally.NET features, you can create remote users (ids), authorize & authenticate them to access company remotely. Currently, the remote connectivity allows you to view/display the required information on your system instantly.

Various usage scenarios of Tally.ERP 9 remote access:

1. Manage business from home – you do not have to be present in your office any more to know the latest update on your business. You can plan your day in advance by checking status of
payables and receivable, pending orders, stock status etc in the morning, before you reach
office. Delegate and plan work better.

2. Business on the move – your absence from office does not affect the visibility to business anymore. Access your business data from a laptop, cyber café or even computer in the hotel where you are staying. Stay connected to your business without being involved.

3. Enhance response time to customers – sales staff in the field can access customer’s (a/the) outstanding statements for immediate reference or discussion. Also before booking a new order or promising delivery dates, a sales person can check the stock status and availability of goods by using Tally installed on the customer’s computer

4. Chartered Accountant can access your business data sitting in his/her office – enable remote access to the Chartered Accountant to save time and money in receiving expert advice. Chartered accountant and his/her article clerks can access your business data and provide tax computation, compliance and audit advices without having to visit your office. This can help you with continuous compliance.

5. A Tally expert can resolve your support queries remotely– solution to support issues do not have to wait any more. Provide one time access to a Tally expert or a solution provider to fix your product, customisation or any other support issues instantaneously. This can save your business the delay in problem resolution.

6. Word of advice from a friend or a relative – allow business friends or relatives to access your business data when ever you wish to seek their valuable advice. You can provide continuous access or one time access depending on your need.

7. Maintain personal account at home which can also be accessed from your office.

The Tally.NET ID is the user’s Identity, Tally.NET servers Authenticate the user as being a valid user; you decide what the user is authorised to do.

Remote access is safe and secure

When working with 'remote' data, the system allows all information manipulation to happen on the original machine, and only uses the final results to 'display' (or allow changes) on the remote machine. So, no data - EVER - resides on the remote machine. It simply gets the information it needs, and once you logout (or exit Tally.ERP 9), the connection is just broken and your data remains SECURE on the original machine. In fact, no matter how the connection breaks, your data NEVER moves to another machine, even temporarily.

Data Security:

The Remote connectivity is initiated with a secured Handshake between two computers using Tally.NET environment.

• Customer can allow / disallow access to the Company Data for remote users at any point of time.
• Data resides on the Customer’s Computer only.
• Encrypted Data is transferred between two computers on request.
• Data will only be transferred through the Tally.NET server and not reside
• The customer can assign Security controls to remote users depending upon what access to be given.
• For the Remote user(s) Back up / Restore options will not be available in the remote location.

The remote access is built to be safer because of the following:

Authentication

As these identities are maintained centrally, they are guaranteed to be unique for all users of Tally.NET. These users can also be granted access to any company which is connected to Tally.NET (in any license on Tally.ERP 9) across the world and – whether these companies are created by you or by a business associate.

When such a user attempts to login to a particular company, the authentication of his identity is performed via the Internet – remotely.

Authorisation

Authorisation is NOT performed by Tally.NET. This is under your control: you decide if someone has access, you decide what he has access to. As stated before, you would probably want to restrict what each remote user will be allowed to do on your data – this is done as you would with a 'normal' user (see Security & Access Control).

Requirements for Remote Connectivity:

At your office:

• Internet connection
• Tally.ERP 9 License with the Tally.NET subscription
• Authorise remote users for a Company that has to be accessed remotely
• Load & Connect the Company to Tally.NET for remote access

Note: For the company to be accessed by the Remote User the computer has to be switched on, and Tally.ERP 9 with company loaded.

At the Remote Location:

• Internet connection
• Tally.ERP 9 (Licensed/Education)
• A valid remote User ID and Password
   

Availability of Customisation

During Remote Access, the additional customisations running at your office will also be available to the Remote User at the remote location.

Experience remains the same either working locally on your computer or from a remote location. It is recommended to use broadband connections to enjoy the best remote experience.

Tally.NET

Tally.NET is an enabling environment which works behind the scenes to facilitate various Internet based services in Tally.ERP 9. Each Tally.ERP 9 is enabled for Tally.NET Services by default. Tally.NET provides the following services/capabilities in Tally.ERP 9:

• Create and maintain Remote Users
• Remote Access
• Control Centre
• Support Centre
• Synchronisation (s) of data (via Tally.NET)
• Product updates & upgrades

Empower your enterprise with Simple Solutions!!!(TM)

Happy Tallying!!!

AiyerJI

Tally Solutions understand the importance of your business data – and the need to keep it secure. To ensure that ALL aspects of this are under your control, Tally.ERP 9 offers 360 degree security features and technology capabilities.

1. Database Security

If you choose to use a feature called Tally Vault, the entire database in encrypted - this makes your data highly secure. In case anyone gets hold of the database files, the data cannot be accessed – we use industry standard controls to achieve this.

2. Role based Security

With multiple users in your organisation, there is often the need to restrict some users from some actions and to see some reports. Tally.ERP 9 allows you to manage users in groups (based on their roles) and assign detailed 'allow' and 'deny' rights.

3. Security to prevent back dated entries

Even a small change in any earlier entered data or a back dated entry / alteration can have a cascading effect on all your reports. With Tally.ERP 9 you can prevent any back dated entries to your company data. This also helps in preventing any mismatch in case the data is already audited.

4. Audit Report

In order to provide an additional layer of security, you can enable the audit feature in Tally.ERP 9. The audit report display which voucher is altered by which user and you have the rights to accept / deny the alteration. This helps in maintaining a proper control on the modification process.

5. Data Transmission Security

Data exchange in Tally.ERP 9 (for remote access and synchronization) is secured by way of encryption of data. Tally.ERP 9 also allows you to secure the data exchange with external applications (say web services) by using the https protocol to ensure the data security.
 

6. No data stored on Tally.NET Servers

When using the remote access capability all data transmission happen via Tally.NET servers but there is no data which is stored on the servers - ever. Tally.NET acts like a forwarder, not a storage server. So you be can rest assured that your data resides only on your computers.

7. No data stored on the remote systems

When accessing your company data from another system remotely, Tally.ERP 9 works only with the minimum level of information needed and this too only in system memory (RAM). The data is never stored on the hard disk of the remote machine. This feature gives you the comfort of being able to access your data from anywhere and be sure that no data fragments are left around.

8. Tally.NET and Remote Users

All remote users trying to login into any company have to pass through the strict authentication mechanism at the Tally.NET servers. The basic advantage is that remote users can manage their passwords on their own. Since the passwords are not stored on your systems, you have additional comfort that no one can get hold of them and access your systems remotely.

9. Data Security

In Tally.ERP 9 there is no mechanism to directly access the database. The data can only be accessed through the application (via industry standard interfaces) thus preventing any inappropriate modification / alteration of the data. All data import, export and application interface are via API calls, with the necessary layers for data validation no technically incorrect data can ever get into the database.

Empower your enterprise with Simple Solutions!!(TM)

Happy Tallying!!!

AiyerJI

Roadmap of Technology & Capability Enhancements

Multi-session

Support for multiple application windows, which can even be launched by clicking on a mail link or a 'shortcut., Each of these are simultaneous 'windows' into different areas of your business processes & reports. Dynamic data refresh and the display of different views when resizing - for e.g. smaller windows displaying a more consolidated view of data, will improve organizational management and productivity.

Multi-threaded
A 'thread' is a specific task that is being performed by the microprocessor. Enhanced capabilities will be enabled such that each application window can perform more tasks simultaneously instead of linearly, including processing messages from the server. Multi-core processors, even on the desktop, are now common. We will take full advantage of these as well.

Multi Stack Architecture for Scale-up & Scale-down Deployments
To deliver the capabilities described above, and the ones that follow, Tally.ERP 9 will become 'componentised' – consisting of several layers of programs - often referred to as 'n-tier architecture'.

These software components are horizontally scalable, meaning that you can add one more computer to increase the computing power needed for a layer. In the same way, you can remove systems as needed, or collapse them into a single system - all of them even on a notebook, if required.

High Transaction Capacity with Low Latency & Management
Let us say that you start generating a report that needs to be extracted from a few thousand vouchers. This process is run in a 'session', which is isolated from all other users. Even if other users delete or modify any of the vouchers needed for the report while the report is being compiled, there is no impact on this session and you will get to see the report as if these other users did not exist.

In the same way, the user performing the edit will also be isolated. After the edit, he can open the voucher and see it with the changes he made, perhaps even delete it.

The architecture described above will in itself deliver substantial performance and transaction handling capacity. To push performance further in those cases when the storage media (typically the hard disk) is busy with other operations, additional capabilities will store these transactions 'temporarily' in a 'Q' for later write, while the user is free to continue his work (these transactions are protected against power failures and so on).

Payment Engine for Debit & Credit Cards
The facility for online payments using a variety of payment mechanisms (NEFT, online banking, credit cards), as well as receive payments (Debit / Credit Cards, NEFT etc) will be available.

Functional Enhancements

Online Banking and Reconciliation
Collaborating with Banks who wish to facilitate their customers with this capability, we will provide Online Banking - including Payment Instructions, Standing Instructions, DD, NEFT,RTGS Transfers, Balance Queries, Instruction Status, Automated or Semi-Automated Bank Reconciliation.

Point-of-Sale for most Retail Environments
Series B will support dedicated POS terminals, with Credit/Debit Card, Discount Coupons and various other payment mixes, Loyalty support, schemes, multi-layered supervisory control, simultaneous keyboard and scanner controls, integrated or isolated printing of bill and credit card authorisation slips, item substitution, rate markup/markdowns, integration with measuring devices - such as weighing scales, bill suspension and retrieval, bill reversals and cancellations, etc. It can also be used for other store operations (receipting, inventory management etc), and general business operations (finance and accounts) - both on the same machine or separate machines.

Income Tax
Comprehensive IT coverage encompassing corporate & individual income tax, including typical payroll requirements and e-Returns will be available.

EXIM Documentation
Import & export documentation has become a growing need with the world economy becoming more open. This requirement will be supported, additionally covering the processes that need to be managed along with the documentation.

Job Costing
The enhanced Job Costing functionality will support most job costing needs to a level of granularity that is increasingly needed. We expect that you will be able to handle most, if not all, project accounting needs as well.

Fixed Assets
To take advantage of tax breaks as well as to manage organizational assets, this feature will support all requirements - from opening assets, adding, removing, amalgamating, grouping, vendor tagging, AMC's, servicing, service calendars, repairs and upkeep, refurbishing, breaking-down, depreciating and disposal for complete fixed asset management.

Empower your enterprise with Simple Solutions!!(TM)

Happy Tallying!!

AiyerJi

Hi Everybody!

In business practices we do implement various price list for different category of buyers, for instance we might be supplying the same product in bulk to some of our wholesale dealers, where the prices are attractive for him, some time we might have a walk in customer for whom our prices will be similar to the MRP or he market rate for that product. These kind of situations are tricky and we need to have the price control, we cannot explain this to our front office operators, assume that you have 100s of time each item has a different scheme..what will you do, we cannot expect the front office sales person to remember all these.

Tally understands Indian business mentality and process , Tally is a software made by business for a business man, the first Tally will think of before implementing anything is , the comfort level of the common business man on adapting the feature. Now lets dig into how we can implement price level in Tally ERP.

Step 1:

We need to activate the Price Level option in Tally . To do this you have to select the Company Features this option can also be access by pressing F11 key in the Gateway of Tally. Once you do this operation, you will be able to see a screen as shown below.

Once this option is selected you will be able to see the Inventory Configuration screen as shown below, you need to choose the Use Multiple Price Levels? option 

Note : I have shown only the need to know portion of the screen, the Actual Inventory Features screen is much bigger than this with lot of other options.

Once you activate this option as Yes, you will get a new screen where you can enter the name of the price levels like Bulk Customer, Walk-in customer etc., these names are of your choice and what make sense to your operator to identify the pricing.

If you want to create more Price Level Names, you can come back to this screen at a later stage as well. To get the Price Level menu activated, you need to have atleast one Price Level name entered.

After entering the price levels now we need to set the pricing information for Price List based on the Stock Item Group. To acheive this you need to go to the Inventory Info screen, in this screen you will be able to see the Price List menu as shown below.

Once the Price List option is selected it will show you the list of the Stock Item Groups that you have created in the system, as shown below, you can choose the Group of your choice for which you want to set the Price List.

In my test case, I am going to select LAPTOP HARD DISK, in your case you can choose the Item Group of your choice or All Items options as well. Once I select the Stock Item Group, I will get the option to create the Price List for particular Price level. Now if you want to create a New Price Level Name, you can use the ALT + C option to create the name of the Price List, it will give you a screen as shown below.

You can create as many Price Levels as you want, it doesnt affect the performance or any other areas of the system. Once you have the required price list selected, now you can set the values for the individual item(s). The best part of the Price List is you can select the date from which the Price List will be applicable and you can also mentione from some other date onwards the prices will be different.

For Instance : you want to sell LAPTOP 160 GB SAMSUNG if someone is buying one quantity then rate should be 5000/- but if the user buys 2 nos then the price will be 4900/- each and if the user is buying more than 2 and less than 4 then the price will be 4500/-. See the following screen shot which will give you an idea how this process is set in the Price List

Now that you have configured this price list as of 1-4-2007 so till the time you configure the next price list for the Walk-In customer the rates are assumed as per the current configuration. If you want to set a different price list for the Walk-in Customer Price List from 15-4-2007 onwards all you have to do is go to Inventory Info->Price List->Select the Item Group then enter the date Applicable From : 15-4-2007 and start entering your new prices. This will enable the new pricing after 15-4-2007.

Now to see the effect of this, lets go to the Voucher entry screen, and select the Sales Invoice, you will be able to see a new option called Price Level, in this price level you can choose Walk-In Customer, if the billing is for the Walk-In Customer. The rates are automatically fetch based on your Invoice Date. If your Invoice Date is 1-4-2007 or 5-4-2007 then the pricelist will pickup the rate as per the initial configuration, as shown below

Similarly you can set the price levels for the other Price Lists as well, is this a simple process which every business will dream of?

Once the Price List is select then you will be able to change the Rate. In an ideal business case the owner / manager sets the price list for various price levels, so the entry operators are not doing any mistake , sometimes it so happens that after some negotitions your operator wants to change the price then the will also allow you to do so. This will enable a smooth billing process without much hurdles, we can use the price list as an indication of the current schemes , and allows you to change as per your business needs.

If you have any quesitions / queries feel free to be in touch with us, we will be happy to assist you.

Happy Tallying!!

AiyerJi

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