⟿ The voucher is used to record the decrease of stocks. When stock of our company and stock on our tally record will be different then the Physical Stock Voucher will be used to balance the stock.
Steps:-
Inventory Voucher
Press Alt + F10 for Physical Stock Voucher
Press F2 to enter the date
Cost center class: Select Not Applicable and Press Enter
Name of Item:- Select the item
Location:Select the Godown where you are decreasing the stock
Batch No. Select the Batch No. of item
If the item have Mfg. and Expire keep it
Type the No.of item available now
Type the Narration and Save it.
To Display Saved Physical Stock Voucher
Steps:-
Go to Display menu
Inventory Books
Physical Stock Register
Now you can see the report according to month
Use Different Actual and Bill Quantity
⟿ This option will Provide two Quantity columns, where one is Actual and other is Billed. This option is used on the scheme given by the Company. Such as Buy one Get one Free.
Steps:-
Press F11 Inventory Features
Make “yes” on “Use Actual and Billed Qty”
Press “Ctrl + A” to Save it
Now it can be used on Purchase and Sales Invoice.
Note:- When you want to use make it “Yes” or make it ”No”.
Use Multiple Price Levels for Invoicing
⟿ This option is used to fix the price of items in different levels just as Dealer, Wholesaler and retailer.
To Enable Multiple Price Levels
Steps:-
Press F11: Inventory features
Make “yes” on use “Multiple Price Levels”.
Now the company price levels box will appear and type the name of price levels.
Press “Ctrl + A” to save it .
To set Price List
Go to the Inventory info
Price list
Select the Group of items of which you want to fix the price level.
Type the range of item no. and price and the discount percent if there is
Press “Ctrl + A” to save It.
Note: After creating the price level you can only use this features on Sales Invoice.
To Maintain Batch-wise Details and Expiry Dates
⟿ This option is used to control the stock item according to Batch No. and Expiry Date.
This Option helps us to find the Expired stock items.
To Enable Batch-wise Details and Expiry Dates
Press F11: Inventory features
Make “yes” on “Batch-wise Details ”.
Make “yes” on “Set Expiry Dates for Batches”.
Press “Ctrl + A” to save it .
Using Batch-wise and ExpirY Date
Alter the stock items and make some setting
Make “yes” on “Maintain in Batches”.
Make “yes” on “Track Date of Mfg”.
Make “yes” on “Use Expiry Dates”.
Press “Ctrl + A” to save it .
Note: While recording the data on Purchase Invoice you have to fix the Batch No., Mfg. date and Expiry Date of Stock items.
To Display Batches and Expiry Date
Display menu
Inventory Books
Ageing Analysis
Now you can see the stock item with their Batch No. and Expiry Date.
Note: Press “Alt + B” to see the report of only expired item and again press “Alt + B” to see all item.
Security Control
⟿ This option is used for security of data with different username and passwords. To use this option you have to follow some steps.
Steps:-
Open the company
Press “Alt + F3” to bring Company Info
Select Alter
Company alteration window will appear
Make “Yes” on “Use Security Control”.
Set the “Name of Administration” and “Password”.
Make “Yes” on “Use Tally Audit Features”.
Press Enter as required or “Ctrl + A” to save it.
Types of Security
There are Two types of Security level. They are:-
Owner
Data Entry
⟿ When we keep any user on Owner security level they can use all the features of the company but they don’t have “Tally Audit feature”. When we keep any user on Date Entry security level they can use only those features of company which have given to them and which is useful for Data Entry.
Steps:-
Open the company
Press “Alt + F3”.
Now you can see the security control option on Company Info
Select the types of Security and Press Enter
Select Data Entry level and Press Enter
Now you can see the Data Level Definition windows
Name of Security Level: Data Entry
Use Basic Facilities of: Owner
You can see the two columns such as Disallow the following Facilities and allow the following Facilities.
Now you have to the features which you want to Allow and Disallow
Press Enter as required or “Ctrl + A” to save it.
To Create New User
⟿ Username and Password which is set during the company creation is known as Master User. Only the master user can make a New user.
Steps:-
Press “Alt+F3” to bring Company Info
Select Security control and Press Enter.
Now select the Users and Password
Now type the Name of User, password and select the type of Security control.
Save it .
Note:- Now close the company and reopen the company with new user
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