Remote Edit in Tally ERP

clock July 22, 2010 06:02 by author AiyerJi

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

 

 

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SMS Feature in Tally ERP 9.0

clock July 22, 2010 05:44 by author 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

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Efficent Inventory Management in Tally ERP

clock July 20, 2010 06:11 by author AiyerJi

 

Real Time Integration with Costing

The Inventory system in Tally.ERP 9 is completely integrated with all other functions and is real-time. When you enter a Purchase bill, your stocks get updated. When you sell, stocks reduce. When you enter a production voucher, the produced items immediately start showing in stock. Valuation of stocks is done automatically. A unique feature of Tally.ERP 9 allows viewing the value of your stock items using all known valuation methods. Tally.ERP 9 enables a user to apportion additional costs of purchase or production and arrive at the exact landed cost of Inventories.

To put it simply, whenever a user is entering a Purchase bill or a Production voucher, he can add additional expenses in these vouchers which are apportioned between the various Stock items. Thus, the user gets the exact landed cost of each item.

Count Stock while Selling & Billing 

While a set of your users are executing Sales or Purchase transactions, you can still perform a physical stock take of your Inventory. As mentioned above, everything in Tally.ERP 9 is real-time. By nature, Tally.ERP 9 keeps the stock count, valuation & costing stock online. The “Stock query” facility allows the user to see the stock related information while Selling and Billing. Tally.ERP 9 also gives the ‘Asset Value’ (Stock in hand) & the ‘Market Value’ or the ‘Stock Disposable Value’ – even while billing. This could be helpful in many situations like understanding the Asset value Vs. Market value of finished goods; thereby making these reports very helpful for MIS purpose and in addition dealing with banks for various finance needs!

Average Cost Valuation Method

Tally.ERP 9 allows user to use the multiple method of valuation like LIFO, FIFO or Average Cost Valuation side-by side. This Average Cost Valuation method available in Tally.ERP 9 enables businesses to see the valuation of closing stock depending upon the average cost of the stock item which is calculated using the formula – Total Inward value / Total Inward Quantity.

Track your Inventory across multiple stores

Tally.ERP 9 allows you to maintain multiple stores locations and godowns and track stocks in each of these, till the last rack or bin.

Ageing of Stock 

In Tally.ERP 9, the Stock Ageing report helps businessmen to keep track of the amount of time merchandise has been in stock. Based on this information he can decide when and how to liquidate the stock. Using this facility a businessman can age stock either on purchase date or date of manufacture.

Re-order in Time 

Tally.ERP 9 allows a user to define Re-order levels for each stock item based on their actual consumption over a period or based upon a pre-defined quantity. . Minimum Order Quantity (MOQ) can also be fixed for each stock item. . The Re-order report gives details of each item – its balance, re-order level, shortfall and how much should be ordered. This report helps a businessman to maintain optimum levels of stock.

Categorise Stock – Stock items created under Stock Groups can be tagged to Stock Categories also. In other words, Tally.ERP 9 allows grouping of Stock Items in two different, parallel trees – enabling viewing of these items from two different dimensions.. For example, an Electronics showroom dealing in TVs, DVD players, Mobiles etc.. of different brands can have its stocks maintained in Tally.ERP 9 thus :

a) Sony LCD 40” – under Stock group “TVs” and under Category “Sony”

b) Nokia 2310 – under Stock group “Mobiles” and under Category “Nokia”

Now, if the owner wants to view stocks based on type of products, then he can use the Group “tree”  If he wants to view based on Brand, then he can use the Category report. Therefore, he gets both dimensions to his Inventory.

Flexi UoM –

Flexible Unit of Measurement –

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.

Unlimited Warehouses

Tally.ERP 9 allows to maintain the stock in various locations such as Godowns or Warehouses or Bins etc. With Tally.ERP 9 you can create unlimited levels of locations.

Track Batches 

Considering the specific requirement of food\pharmaceutical industry, Tally.ERP 9 also supports tracking inventory thru batches – along with their Manufacturing and Expiry Dates . Batchwise reports are also available.

Possible queries of Reader (FAQ)

1. Can I manage Manufacturing process in Tally.ERP 9?

Yes. Based on the business need you will be able to define the manufacturing process.

2. Can Tally.ERP 9 give me a report of various Cost Valuation methods to value my stock?

Yes. With a single click, you can view your Stock value based upon the following valuation methods – without changing the default method !

a) Avg. Cost (Default Costing Method)

b) FIFO

c) FIFO Perpetual

d) Last Purchase Cost

e) LIFO Annual

f) LIFO Perpetual

g) Monthly Avg. Cost

h) Standard Cost

3. What do you mean by Flexi UoM?

Flexi UoM means Flexible Unit of Measurement. Following types of units can be defined in Tally

a) Simple (nos, pieces …)

b) Compound (box of 10 pieces, carton of 100 bottles …)

c) Alternate (1 box = 12 pieces during entry it can be recorded as 1 box = 15 pieces or 1 box = 10 pieces)

(See the above explanation also under the head Flexi UoM)

4. Does Tally.ERP 9 support physical counting system, especially during year end?

Yes, Physical Stock entry can be passed and then reconciled with transactions entered.

5. Can Tally.ERP 9 help in generating Cost Sheet?

Not presently. The current version of Tally.ERP 9 provides you the Cost Estimation report using BoM defined in Item Master. Future versions of Tally.ERP 9 will be more comprehensive.

6. How do I account for scrap?

There are two scenarios related to Scrap

 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

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Multi-Branch Management in Tally ERP

clock July 19, 2010 06:38 by author AiyerJi

Manage multiple branches without leaving your office

 

As a customer you can now manage your multiple branches easily without having to leave your office. Tally.ERP 9 delivers the required business information of any branch located in any city across the globe, enabling you to make faster, accurate business decisions. More importantly, the person accessing the information can do this from anywhere, at any time.

As a user you can save valuable time by avoiding manual recording of information and phone calls to branches… collectively boosting productivity while saving costs as well. Tally.ERP 9 eases multi tasks resulting in better branch management.

Tally.ERP 9 facilitates better management of branches via:

Trusted Remote Access

Remote Access is the ability to get access to your branch from your Head Office. With Remote Access you can now get the data of raw material consumption across your production units thereby giving you a better control on the Inventory and also know the Re-Order levels. Also access your branch data from anywhere to generate MIS reports, make necessary corrections and much more.

Data Synchronisation 

Data synchronization is the process of establishing consistency among data from a source to target data storage and vice versa and the continuous harmonization of the data over time. This capability enables a user to keep data of all branches in sync with the HO. Users at branches simply need to click a button at periodic intervals in order to sync its data with the HO. The same can be done by users at the HO.

SMS 

SMS feature in Tally.ERP 9 allows you to access any kind of branch information on the go. Imagine a scenario where you want to fetch data of your branch with regards to the stock level of a particular item. Using your mobile you can now just send an SMS & get the stock level – helping you in quicker decision making.

Control Center 

The Control Centre enables users to centrally configure and administer Site/ User belonging to an account. Thus the Control Centre acts like an interface between the user and Tally.ERP 9 installed at different sites. With the Control Centre you save time, travel and communication costs, manage Tally.ERP 9 installations efficiently and effectively because it enables you to Manage Licenses, Perform Central Configuration, Manage Users, Manage Company Profile, Manage Accounts, Change Passwords and Maintain Activity History.

Branch Consolidation

As a business owner or decision maker information is the key for any of your decision making. You are a garment manufacturer & you have multiple showrooms across the nation. At periodic intervals you may want to know your showroom position. You can sync all your showroom data thru Data Synchronisation and consolidate into one company there by giving you the consolidated report about the performance on the whole.

Possible queries from the reader (FAQ)

1 How will the multi language feature help my business?

Concurrent multilingual feature in Tally.ERP 9 allows your staff to interact with Tally.ERP 9 in a language of their choice. This means data can be entered at a branch in one language and viewed by HO in another language… and even printed in a third language. This removes all communication gap between HO and branches.

2 Can I control movement of transactions within my branches?

Yes, Tally.ERP 9 allows flexible configuration of controls as required by your business.

3 Can I effect inter-branch transfer of data?

Yes, this will help in avoiding duplication of entries and reduce errors.

4 Is my data secured?

Yes, your data is completely secure. At any time, data is ONLY stored in your computer and not anywhere else.

5 Tell me exactly how to manage my branches?

There are various ways to address this. One way is Data Synchronisation, where your data will travel from your branch office to your head office or vice versa. Another lets you access accounts of a particular branch on your computer through Remote Access technology. The third route gives you business-critical data on your mobile phone through SMS.

6 Is there any extra charge for this feature?

No, it is built into the latest release of Tally.ERP 9 and is part of Tally.NET Subscription.

7 How can I configure these features in my Tally.ERP 9 license?

These features are easily configured. Use the Quick Setup in Tally.ERP 9 or get assistance through online Help (Ctrl + H). You could also contact our Support Centre or Live Chat Support from our website http://www.aiyerji.com or just give us a call at 9867606526 or 022-65131326/27.

8 Are these features available in older versions of Tally or older releases of Tally.ERP 9?

No, if you are using an older version, you need to upgrade to the latest version of Tally.ERP 9.

9 Whom should I contact to buy?

You can call us at 9867606526 or 022-65131326/27 or email us to sales@aiyerji.com or aiyerjisales@gmail.com with contact details, we will get back to you very soon.

10 Is there any change in price for other countries?

The product is sold internationally based on a different pricing format.

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

Happy Tallying!!!

AiyerJi

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Why should I Subscribe for Tally.NET?

clock July 10, 2010 07:20 by author 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

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About the author

Die hard Tally Fan Since 1994....

I have worked on customization / implementation of various ERP applications like SAP, Business One, SAGE ACCPAC, SAGE MAS90, Quick Books, PeachTree , UA Corporate Access, Oracle Financials etc., Never seen a simple software like Tally in my 15 years of ERP Implementation expertise.

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