Pradeep Ray

E-Invoice In Tally


Tally.ERP 9, the popular accounting software, provides support for generating e-invoices as per the requirements of the e-invoicing system implemented by the government. Here’s how you can generate e-invoices in Tally:

  1. Enable E-Invoicing: In Tally, ensure that the e-invoicing feature is enabled. You can do this by going to Gateway of Tally -> F11: Features -> Statutory and Taxation -> Enable E-Invoicing. Make sure to configure the necessary settings related to e-invoicing compliance.
  2. Create a Sales Voucher: Create a sales voucher as you would normally do in Tally by going to Gateway of Tally -> Accounting Vouchers -> F8: Sales. Enter the details of the sales transaction, such as the customer’s name, item details, quantity, rate, tax information, etc.
  3. Enable E-Invoice Mode: Before saving the sales voucher, enable the e-invoice mode. To do this, press F12 on the sales voucher screen and set the option “Enable e-invoice (JSON)” to Yes.
  4. Validate and Save: After enabling the e-invoice mode, validate the sales voucher to ensure that all the required information is provided. Tally will perform checks to ensure compliance with e-invoicing standards. If there are any errors or missing information, Tally will prompt you to correct them. Once the voucher is validated, save it.
  5. Generate E-Invoice: After saving the sales voucher, Tally will generate the e-invoice in JSON format automatically. The JSON file contains the invoice details as per the e-invoicing schema specified by the government.
  6. Sign and Upload E-Invoice: Once the e-invoice is generated, it needs to be digitally signed using a digital signature certificate (DSC). Tally supports the integration of digital signatures for e-invoices. After signing the e-invoice, you can upload it to the Invoice Registration Portal (IRP) or the specified government portal for further processing.

It’s important to note that the specific steps and configuration may vary based on the version of Tally you are using and the updates provided by Tally Solutions to comply with changes in e-invoicing regulations. Therefore, it’s recommended to refer to the official documentation or contact Tally support for the most accurate and up-to-date information on generating e-invoices in Tally.

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ERP Next Vs Odoo

ERPNext and Odoo are both popular open-source ERP software platforms that offer comprehensive solutions for managing various aspects of a business. While they share some similarities, there are also differences between them. Here’s a comparison between ERPNext and Odoo:

  1. Features and Modules:
  • ERPNext: ERPNext provides modules for accounting, inventory management, sales, purchasing, manufacturing, project management, human resources, and more. It covers a broad range of functionalities required for running a business.
  • Odoo: Odoo offers a wide range of modules, including sales management, CRM, inventory management, manufacturing, purchasing, accounting, project management, HR, e-commerce, and more. It also covers a comprehensive set of business functions.
  • Customization:
  • ERPNext: ERPNext has a highly customizable framework that allows businesses to tailor the software to their specific needs. It offers extensive configuration options, custom fields, and workflows to adapt the system according to individual requirements.
  • Odoo: Odoo is known for its flexibility and extensive customization capabilities. It provides a modular structure that allows businesses to choose and integrate the modules they need. Odoo also offers a wide range of customization options, including creating custom modules, modifying existing modules, and designing custom workflows.
  • User Interface:
  • ERPNext: ERPNext offers a user-friendly interface with a clean and modern design. It focuses on simplicity and ease of use, making it suitable for users who prefer a straightforward interface.
  • Odoo: Odoo also provides a user-friendly interface with a modern design. It offers a customizable dashboard, drag-and-drop features, and an intuitive navigation system. Odoo’s interface emphasizes visual appeal and user experience.
  • Community and Support:
  • ERPNext: ERPNext has an active and growing community of users and developers. It has an official support forum, documentation, and community-contributed resources. There is also a commercial entity that provides professional support and services for ERPNext.
  • Odoo: Odoo has a large and active community of users and developers worldwide. It offers extensive documentation, a community forum, and user-contributed modules. Odoo has a commercial arm that provides support and services for enterprise customers.
  • Deployment Options:
  • ERPNext: ERPNext can be deployed both on-premises and in the cloud. It offers self-hosting options as well as cloud hosting services provided by the official ERPNext team.
  • Odoo: Odoo can also be deployed on-premises or in the cloud. It provides cloud hosting options through the official Odoo SaaS platform, or users can choose to self-host the software.

Ultimately, the choice between ERPNext and Odoo depends on specific business requirements, customization needs, and personal preferences. Both platforms offer extensive functionality, customization options, and active communities. It’s advisable to evaluate and compare the features, customization capabilities, support options, and user interface of both ERPNext and Odoo to determine which one aligns better with your business needs.

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Odoo

Odoo is an all-in-one, open-source business management software suite that encompasses a wide range of applications to support various business functions. Formerly known as OpenERP, Odoo provides a modular approach, allowing businesses to select and integrate the specific modules they need, making it highly customizable to meet their unique requirements.

Here are some key features and modules offered by Odoo:

• Sales Management: Manages the entire sales process, including lead management, quotation generation, order processing, and invoicing.

• CRM (Customer Relationship Management): Helps businesses track and manage customer interactions, automate sales activities, and analyze customer data.

• Inventory Management: Enables efficient tracking of stock levels, barcode scanning, inventory valuation, stock transfers, and warehouse management.

• Manufacturing: Facilitates production planning, bill of materials management, work center scheduling, quality control, and shop floor operations.

• Purchasing: Streamlines procurement processes, including purchase requisitions, purchase orders, vendor management, and receipt tracking.

• Accounting and Finance: Provides comprehensive accounting functionality, including general ledger, invoicing, bank reconciliation, tax management, and financial reporting.

• Human Resources (HR): Manages employee data, time tracking, attendance, leaves, recruitment, performance evaluation, and payroll.

• Project Management: Helps plan, organize, and track projects, allocate resources, set milestones, and collaborate with team members.

• E-commerce: Offers built-in e-commerce capabilities, allowing businesses to create and manage online stores, product catalogs, and customer orders.

• Website Builder: Provides tools for creating and managing professional websites, including customizable templates, content management, and SEO optimization.

• Marketing Automation: Helps automate marketing campaigns, track leads, manage email marketing, and analyze campaign performance.

Odoo has a user-friendly interface, and its modules are tightly integrated, enabling seamless data flow between different departments. It supports multiple languages, currencies, and can be accessed through web browsers or mobile apps. Odoo also has a vibrant community of developers who contribute to the software’s development, create additional modules, and offer support.

Overall, Odoo is a versatile and scalable business management solution that empowers organizations to streamline their operations, increase efficiency, and make informed decisions by centralizing their business processes within a unified platform.

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What Is ERP Next

ERPNext is an open-source, web-based enterprise resource planning (ERP) software that provides comprehensive functionality for managing various aspects of a business. Developed by Frappé Technologies Pvt. Ltd., ERPNext offers modules for accounting, inventory management, sales, purchasing, manufacturing, human resources, project management, and more. It is designed to help small and medium-sized businesses streamline their operations, improve efficiency, and make data-driven decisions.

Key features of ERPNext include:

  • Accounting: It provides tools for general ledger, accounts receivable, accounts payable, budgeting, fixed assets, and financial reporting.
  • Inventory Management: Enables tracking of stock levels, item variants, warehouse management, batch tracking, serial numbers, and pricing.
  • Sales and CRM: Supports lead management, opportunity tracking, quotations, sales orders, customer relationship management, and sales analytics.
  • Purchasing: Handles purchase requisitions, purchase orders, supplier management, purchase invoices, and purchase analytics.
  • Manufacturing: Allows managing bill of materials, production planning, work orders, job cards, and product costing.
  •  Resources: Covers employee management, attendance tracking, leave management, payroll, and employee self-service.
  • Projects: Helps in managing projects, task assignments, time tracking, project costing, and project progress monitoring.
  • Customer Support: Offers ticketing system, customer portal, service level agreements (SLAs), and support analytics.
  • E-commerce: Provides integration with an online store, order management, and customer portal for self-service.

ERPNext is built on Python and uses the Frappé framework. It offers a user-friendly interface, extensive customization options, and supports multiple languages and currencies. Being open-source, ERPNext has an active community of developers and users who contribute to its development, provide support, and create extensions.

Overall, ERPNext is a comprehensive ERP solution that integrates various business functions, allowing organizations to streamline processes, improve collaboration, and gain insights into their operations.

https://erpnext.com/ This is official web site for this you can search more details

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Cost Centre Vs Cost Category in Tally

In Tally, “Cost Centre” and “Cost Category” are two different concepts used for tracking and analyzing expenses in a business. Let’s understand each term separately

  1. Cost Centre: A cost centre in Tally represents a specific department, division, or location within an organization where costs are incurred. It helps you track expenses and allocate them to different segments of your business. Cost centres can be used to monitor and control costs, measure profitability, and analyze performance across various departments or locations. Examples of cost centres could be Sales Department, Marketing Department, Production Department, etc
  2. Cost Category: A cost category in Tally is a broad classification of expenses based on their nature or purpose. It allows you to group similar expenses together for reporting and analysis purposes. Cost categories provide a higher-level view of expenses and are useful for generating financial statements and understanding the overall cost structure of your business. Examples of cost categories could be Direct Materials, Employee Salaries, Advertising Expenses, Utilities, etc.

To summarize, while cost centres represent specific departments or locations where costs are incurred, cost categories are used for classifying expenses into broader categories based on their nature or purpose. Both cost centres and cost categories are essential for effective expense tracking, analysis, and financial reporting in Tally

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Remote Setup in Tally

To set up remote access for Tally, you can follow these general steps:

Choose a Remote Desktop Solution: Select a remote desktop solution that suits your requirements. There are various options available, such as Microsoft Remote Desktop, TeamViewer, AnyDesk, or specialized solutions like TSplus, which are designed specifically for remote access to applications like Tally.

Set up a Host Server: Prepare a server or computer that will act as the host for Tally. Ensure that the server meets the system requirements for Tally software and has a stable internet connection.

Install Tally: Install Tally software on the host server following the regular installation process. Configure Tally as per your requirements, including company data, preferences, and any customizations.

Configure Remote Access Software: Install and configure the chosen remote desktop software on the host server. Follow the instructions provided by the software provider to set up the remote access connection.

Configure Firewall and Network: Adjust firewall settings to allow remote desktop connections to the host server. Make sure the necessary ports are open and any required network configurations are in place to facilitate remote access.

Test Remote Access: Once the remote access software is set up, test the connection by accessing the host server remotely from a client device (such as a computer, laptop, or mobile device) using the remote desktop software. Ensure that you can establish a secure connection and access the desktop of the host server.

Access Tally Remotely: After successfully connecting to the host server remotely, you can launch Tally on the server and access it through the remote desktop software. You should be able to use Tally as if you were physically present at the server.

Secure the Remote Access: Implement security measures to protect the remote access setup. Use strong passwords for remote connections, enable two-factor authentication if available, and regularly update the remote access software to the latest version.

Please note that specific steps may vary depending on the remote desktop solution you choose and the network environment you are working with. It’s recommended to refer to the documentation and support resources provided by the remote desktop software and Tally for more detailed instructions based on your specific setup.

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TS Plus

TSplus is a software solution that provides remote desktop and application publishing capabilities. It allows users to access their desktops, applications, and files from anywhere using various devices such as computers, laptops, tablets, or smartphones.

TSplus is designed to enhance remote access and provide a seamless user experience. It enables organizations to centralize their applications and data on a server, making them accessible to authorized users over a network or the internet. Users can securely connect to their desktop environments or launch specific applications without the need for physical access to the server or the software installation on their local devices.

Here are some key features and benefits of TSplus:

Remote Desktop Access: TSplus enables users to remotely connect to their desktops and access all their files, folders, and applications as if they were sitting in front of their computer. This allows for flexible work arrangements, remote collaboration, and efficient access to resources.

Application Publishing: With TSplus, organizations can publish specific applications to users, providing them with seamless access to the required software without the need to install it on their local devices. Application publishing simplifies software management and ensures consistent application availability across different user devices.

Multi-platform Support: TSplus supports various client devices and operating systems, including Windows, macOS, Linux, iOS, and Android. This flexibility allows users to access their resources from different devices, enhancing productivity and accessibility.

Security and Encryption: TSplus implements robust security measures to protect data and ensure secure remote connections. It supports SSL encryption, two-factor authentication, and other security features to safeguard sensitive information and prevent unauthorized access.

Load Balancing and Scalability: TSplus offers load balancing capabilities, allowing organizations to distribute the workload across multiple servers for optimal performance and resource utilization. It also supports scalability, enabling businesses to easily add more servers or resources as their needs grow.

Centralized Administration: TSplus provides a centralized management console that allows administrators to efficiently configure and control user access, application publishing, security settings, and other administrative tasks. This simplifies administration and reduces IT overhead.

Overall, TSplus is a comprehensive solution for remote desktop and application access, offering a user-friendly experience, enhanced productivity, and secure remote connections. It is widely used by businesses, educational institutions, healthcare organizations, and other industries that require efficient remote access to desktops and applications.

https://tsplus.net/

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Tally ODBC Issue

If you’re encountering an ODBC issue in Tally, it may be related to the configuration or setup of the ODBC driver or connection. Here are some steps you can take to troubleshoot and resolve the problem:

Verify ODBC Driver Installation: Ensure that the required ODBC driver is installed on the computer where Tally is running. The specific ODBC driver you need depends on the database you are connecting to through Tally. For example, if you are connecting to a MySQL database, you need the MySQL ODBC driver installed.
Check ODBC Data Source: In Tally, go to the Configuration menu and select Data Configuration. Verify that the ODBC data source settings are correct. Ensure that the data source name, driver, server, port, and database credentials are accurate. If you are unsure about the correct settings, consult the documentation or support resources provided by the database vendor.
Test ODBC Connection: Use the ODBC Data Source Administrator tool available in your operating system to test the ODBC connection outside of Tally. Open the ODBC Data Source Administrator, locate the data source you are using in Tally, and perform a test connection. This will help identify if there are any issues with the ODBC driver or connection settings.
Update ODBC Driver: If you already have an ODBC driver installed, ensure that it is up to date. Visit the website of the ODBC driver provider and check for any available updates or patches. Updating the ODBC driver can sometimes resolve compatibility issues or fix known bugs.
Restart Tally and Computer: Close Tally and restart both Tally software and your computer. Sometimes, restarting can help resolve temporary glitches or conflicts related to ODBC connections.
Verify Database Configuration: Check the configuration settings of the database you are connecting to through Tally. Ensure that the database server is running, the necessary ports are open, and the database allows remote connections if applicable.
Firewall and Antivirus Settings: Verify that your firewall or antivirus software is not blocking the ODBC connection. Temporarily disable the firewall or antivirus software and check if the issue persists. If the problem is resolved, you may need to configure your firewall or antivirus settings to allow the ODBC connection.
Contact Tally Support: If you have tried the above steps and are still experiencing ODBC issues in Tally, it’s recommended to contact Tally support or consult with a technical expert who is familiar with Tally and ODBC configurations. They will be able to provide more specific assistance based on your setup and requirements.
Remember to backup your data before making any changes to the Tally configuration or performing troubleshooting steps to avoid any data loss.

https://adisofttech.com/

for any type of tally customization please connect with us.

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Color, Size, Design Wise Purchase and Sales in Tally

Using This addons you can maintain Color, Size, Design wise Sales and Purchase transaction in Tally. We are Provide option in Stock Master (Item master) for enable which option you want to use. Like Enable Color, Enable Size, Enable Design. you can make Yes which option you want to use in tally. If you want to enable only two options like Color or Size then you can enable only two options. at the time of transaction in tally only enable option will be displayed. To use these addons you need to Batch Enable in Tally company Level. With batch enable you cannot use this addons. if you have any other stock / Item where you didn’t want to use this option then you can make as No. then the transaction time this field will not display.

In Tally We are Provide Master screen where you can create master for Color, Size and design after that this master and Select in Product master. So that at the time of the billing only selected information will be displayed. otherwise, all master will Be display and tally user will do the wrong entry.

if you want to customize your tally, please contact us. +91 9831718493 / Support@adisofttech.com / adisofttech22@gmail.com

if you want any modification in these existing addons we will do this. Please call or email us. +91 9831718493 / Support@adisofttech.com / adisofttech22@gmail.com

You can also reach if you want to customize your tally as per our requirement. like Invoice customization in Tally. MIS Repost Design in Tally. Agent Module in Tally. Excel to tally. XML to Tally. JSON to Tally. API to Tally. Tally to API etc. any type of tally customization please connect with us.

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Sales Order to Purchase Order

To automate the process of converting a Sales Order into a Purchase Order using TDL, you’ll need to develop a custom TDL program. The program will involve interacting with Tally’s data structures and performing the necessary calculations and data transformations. Here’s a general outline of the steps involved:

Identify the relevant data structures: Determine the data structures in Tally that store Sales Order and Purchase Order information. You’ll need to understand the structure and fields of these data structures to extract and manipulate the data.

Extract Sales Order details: Retrieve the necessary information from the Sales Order, such as the customer, items, quantities, prices, and any additional attributes required for the Purchase Order.

Perform any necessary calculations: If there are any calculations required for the Purchase Order, such as applying discounts, taxes, or currency conversions, perform those calculations based on your specific business requirements.

Create a new Purchase Order: Using the extracted and calculated data, create a new Purchase Order in Tally. Populate the relevant fields such as the vendor, items, quantities, prices, and any other required attributes.

Save the Purchase Order: Once the Purchase Order is populated with the appropriate data, save it in Tally’s data structures.

Optional: Handle additional functionalities: Depending on your requirements, you may need to incorporate additional functionalities like updating stock levels, managing inventory, or triggering other processes related to the conversion of Sales Order to Purchase Order.

Note that the specific implementation details and TDL code will vary based on the version of Tally you’re using and the customization requirements of your business. It’s recommended to consult the TDL documentation and seek assistance from TDL developers or Tally experts to ensure the accuracy and compatibility of your custom TDL program.

Developing such a TDL program might require advanced knowledge of Tally and TDL programming. If you’re not familiar with TDL or need further assistance, it’s advisable to consult a TDL developer or a Tally expert to help you with the implementation.

These addons will be used for those companies who generate purchase orders on the basis of sales orders. for Example, if ABC & Company they are using Tally, they received Sales Order for any product from any customer and they will purchase this product form any vendor and sales to the customer. in this addons we are also provide approval system in sales order. It means without admin level approval any data entry operator can’t Post Purchase order. If the admin wants to post purchase order for any product, then they will approve this Sales Order after that use will generate Purchase Order. If admin wants to provide approval right to any user they can do. after that particular user. We are providing a report which displays the cost of the product and sales rate of the product, so you can easily track the profit margin of the product.

for any Enquiry call or Email: – +91 9831718493 or support@adisofttech.com / adisofttech22@gmail.com Contact – (pradeepray.com) Adi SoftTech – Home

for any type of tally customization connect with us

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