Tally Cool Tip : How to make items, ledgers etc starting with small case ?

Today i am going to share a small tip which is very cool too. As we all know that Tally is known for it's simplicity. The simplicity can be seen by the facility that usually people are not well verse in writing in case sensitive type. or example we find it hard to capitalize the first letter of every word and it takes special effort for those to type who are not good at typing skills. And most of the accounts guys are not typists. So to simplify Tally automatically makes the first letter of every word Capital automatically so that it doesn't look bad. Like ledger name "Global Supplier" would be written as it should be written, first letter capital and not as "global supplier".

But this simplicity becomes difficulty some times. In today's internet age we find names like e-way, iPhone, iCare Services, eVision Networks more often. The problem begins when you have to enter the name which really starts with small letter. for example if you have to add an item say iPhone or enter a company who has name as iCare Systems etc., then in Tally it would automatically become Iphone. And you you would get puzzled that how to write it as iPhone and not Iphone.

My today's tip is related to this only.

Howto make first letter of any master in Small Case in Tally?

The answer is very simple and short. When you in any master creation screen, just press Shift + F3 and now the case is changed. Now you enter anything and it would be in small letters. It would not be automatically changed to capital letter. You would be able to write iphone. To make P capital just type it by pressing shift key and you would be able to write iPhone in your list.

Check out this small video about this tip.

You can find lots of more such Tally Tips on ApniTally.


How to generate e-way bill for your bills in Tally.ERP 9

First things first. The trial process of generating e-way bill has been extended till the next date to be announced. In a recent tweet from the official handle of GOI for the queries on GST @askGST_GoI, it has been announced as pinned tweet. So we can easily go ahead till further notice. But in the mean time we can utilize this lean period in understanding the process. We can easily go through the process of generating e-way bill via portal from the bills you have generated in Tally.ERP 9. 

Tweet of GOI official handle announcing e-way bill relaxing

It is quiet evident that you have to generate bill first in Tally and then you can go to the portal i.e. ewaybill.nic.in and don't be surprised if this portal is not working as these are the glitches which forced the govt. to differ the date of e-way bill.

Help on eway registration and e-way bill generation 
There are many videos on youtube which would guide you how to get registered on e-way bill portal and how to generate e-way bill. 
For example this link gives you complete details about how to register on e-way portal in Hindi, where as this link takes you through the whole process of generating e-way bill for your invoices. This article from Tally Solutions explains step by step process of generation of e-way bill. 

How Tally.ERP 9 can help
If you are using Tally.ERP 9 then you would find that this process becomes more easy as you can copy paste the details from your Tally invoice to e-way portal directly and the process becomes easy. What you have to do is just press "Ctrl + Alt + C' to copy any field e.g. Party name or his GST number or Item name or taxable value and paste it on portal by using usual "Ctlr+V" command. You can see the print preview of the invoice and note down the correct HSN code of each item. In that way you can generate e-way bill without any error. 
Later on after successfully generating bill you can paste the bill number in the narration field  of the same invoice. 

Future path
Tally rel 6.4 would be coming soon online Which would be having many updates related to e-way bill. 
The first one would be that  Tally would warn you about the need for e-way bill. 
The second thing it would provide would be the the facility to export the invoice in json format which can be directly uploaded to the portal and eway bill can be generated. Later that number can be added to invoice.
It would also give you facility to upload multiple bills in one go. 
The last updated would be giving you reports on bill numbers and their e-way bill numbers so that you can easily track your invoices.

As it has been done many times by Tally, this time too Tally would walk the GST journey along with you. 
In case you want to update yourself and buy Tally you can give you number to me by clicking on this link. Our team would not only give you software, it would help you in implementing Tally in your organisation. 

Know your GSTIN and learn to detect wrong ones to file correct GST Returns

GSTINs are the main constituents of any GST returns you prepare. You can say that they are  the very basis of  filing correct GST return. The errors in filing GST return due to wrong GST numbers can be reduced if we have some idea  of how GST number is defined and what are the rules which guides in defining a GST number.

We usually get GSTIN of the clients via phone or via some hand written note and we fall prey to errors while quoting the wrong GSTIN. So the right way to take GSTIN is by email in well printed format so that there is less scope of error. Otherwise we would hear P as G or E over the phone. 
Know Your GSTIN no. The Structure
Lets see this with this sample GST number in the graphic below. Here even after giving Printed format you can get confused if the first and the last digits are 'Zero'  or 'Oo' and the third last digit is 'One or' 'i'. 
But if you know the simple structure how GST number is being designed then you can reduce the chances of errors. 
The first thing in GSTIN is its structure which everybody should know is that every GSTIN have three parts.

You would notice that first two digits are always numeric and they should be as they are the code of state as per Indian Census 2011. So while entering GST Number it should be kept in mind that 'zero' in first or second digit cannot be 'O'. As  the first two digits would be numeric only.

Second part is 10 digit pan number. If you have PAN number of the party then it can be verified by these ten digits. The most unique thing in this part is that it can be divided in three parts. 
First part is 5 continuous Alphabets, then second part is 4 continuous Numeral  and the third part is one Alphabet. 
So if you are noting down GSTIN then you can counter check that anything in these five digits written as O is actually Oo and not 'Zero'.
Know your GSTIN, the structure.

The third part consists of three digits. The first digit is numeric as it denotes the number of GST number a particular PAN Card is having in a state. Suppose if a PAN card has two registrations then it would be 2, but in most of the cases it would be 1 only. So another thing which can be sure of is that this would b numeric only and not the alphabet. So the confusion between 'i' and 'One' can be removed by just looking at it.
The second digit is always 'Z' as it has been set by default. But it would be always Alphabet only.
The third digit is actually check some digit which dependent on whole combination of previous digits. And this digit can be both numeric or alphabet. The confusion about this can be removed by Tally itself. 
You must know that Tally itself have the logic the determine if certain GSTIN is right or not. This facility to check the GST number correctness is provided in rel 6.3 and later. The moment you would enter a GSTIN in the field provided by Tally it would give you a warning if it is wrong. The beauty of this feature is that it need no internet to detect correctness. Whereas it would not tell you that if the mentioned GSTIN is of the same company or not. If you enter right GSTIN of a wrong party then it is going to accept it as the format and logic is correct. So be careful.   
Happy Tallying. 

Happy New Year 2018 : The GST year Ahead !!

To all the users and admirers of Tally, ApniTally wishes them a very Happy New Year 2018, I pray that new year brings new opportunities and hopes to you and May God give you all the power to realize your goals in coming year.

The year 2017 was very eventful for the business community as well as the users of Tally. It was such an eventful year that I could not spare time to write on GST and other development going in Tally software for my beloved readers. We were so busy in helping out the users of Tally on the ground that we could not get enough of time to spare for our online admirers. 

The coming of GST and the later development in its journey, many changes were seen by Indian businessmen as well as common people. The journey saw many ups and downs. Some times technical glitches led do increasing dead lines for filing and some times elections led to ease some norms. These changes are going to happen in the coming year too but now the journey of GST would be little bit more smoother. In the year ahead we are going to see the complete bill cycle of GST which would ease the life a little bit. Earlier in the month of December GSTR -2 was seen as the next big hurdle as well as big test for GST council but this test has been delayed. Now the bigger challenge is e-way bill which would be implemented from Feb 1, 2018. And in March we may see the full bill cycle of GST.
The dampening effect of  demonetization has now ceased and the hustle and bustle of new tax regime is also settled down. Now India would see a growth trajectory in year 2018. We can hope to achieve around 8% growth and the GST would be the vehicle.

Tally has also traveled the GST journey with India. Helping users of Tally in GST journey was the biggest challenge for Tally which Tally managed successfully with introduction of new help channels for its users. In addition to existing help channels another channel of blog was introduced, which now has become defacto guiding resource not only for GST concepts but also for Tally users.   Newer and newer functionalities were being added with  Govt. clearing doubts about it's procedures. The first mile stone of this journey was GSTR 3B. It was achieved very smoothly and Tally users filed their GSTR 3B with Tally. Now the latest release of Tally.ERP 9 rel 6.3.1 is handling GSTR1 as well as GSTR3B very efficiently. You can create JSON files with rel 6.3.1 of GSTR1 and GSTR 3B. 
You can see why you need to download the latest rel here. The facility to file GSTR2 is also being provided which would be helpful in near future.

Overall year 2018 is going to be a very exciting year for all of us Tally lovers.

How to shift your old Tally to new GST version Tally.ERP 9 Rel 6.2 onwads in 6 easy steps

If you have recently shifted your Tally company to newer version, then this article would help you to make your company GST ready in just few minutes. As your old company would be in 4.93 version of rel 5 version it would not be GST compliant, so when you would sift to new GST compliant rel 6.x then it would make certain changes in your company and you should know about these changes. You should be ready by this time on further steps to be taken. 

Step 1 : Setting GST No.
The moment you open your old company into new upgraded version say rel 6.2 it would ask you to take backup of your company and then start the conversion process. One thing which should be kept in mind is that the backup is in new version, so if you want an old copy intact than you should copy the data folder somewhere before proceeding ahead. Now say yes to Migrate your data and company is converted. Now you have to enable GST by going to F11-->  F3 and by putting the first option of 
Enable GST  to Yes. And then set alter GST Details should also be Yes. Now it would give you the option the enter your GST No. Here one interesting factor is that Tally would validate your GST No., if you put wrong one due to some mistake it would give you the warning.
Enable GST 
Enter your GST No.
Step 2 : Put all Party GST No. at one go.
The second step is to put the GST nos of all the parties in one go. Although you can modify each ledger master and enter the number one by one, but Tally give you one point location where all numbers can be updated. The shortcut command is DOG or Display --> StatutOry Reports --> GST
You would find option Update party GST no.

Update Party GSTIN
You would see screen like this where you have to define the country, State and type of registration and his GSTIN No. 
Enter Party GSTIN Nos.

If you don't remember all the party GSTIN then no need to worry, just update the one you have with you. Next time when you would come to this screen you would find the remaining ones only.

Step 3 : Update Unique Quantity Code (UQC)
Next step is the map your Unit of measure with Unique quantity code of GST. Here we have to map the units which we have defined with already existing code provided by GST Network.


Kg is equal to KGS
 Step 4 : Setup GST Rate of Items
Now you have to setup the rates and HSN code of each item. This work is very cumbersome if you have large no of items. But Tally ha provided you the ways to do it easily. If you can figure out items which has same GST Rate and same HSN Code then select those items and press Alt +S  you can now define the tax rate and their HSN code of all the selected items in one go. Select multiple items by pressing space bar. it would color it to dark green. You can un select by pressing the space bar again

Select Multiple Item by Pressing space bar

Set item GST Rate and HSN  Code
Step 5 : Define the GST Ledgers
As your old company would not be having GST ledgers, now it's time to define them. You need only 5 ledgers, namely, Sales ledger as Sales of Goods or Sales of Services, the Tax Ledgers namely Central Tax (CGST), State Tax (SGST) and Integrated Tax (IGST). Be sure that no tax rate should be defined in these ledgers. Generally we define the tax rate which would make GST working very difficult. We may be having a habit of defining tax ledgers like we you to do in VAT regime like sales 5 % , VAT 12.5% etc. Here we don't  need such ledgers.  

Example of Tax Ledgers
Step 6 : Make GST Sales Voucher
This is an optional step. It is suitable if you start GST billing with a new series. New series can be started by creating a new voucher type namely GST Sales. This voucher type would be sales type voucher which may have new series.  By doing this you can do entries upto 30 June in your normal sales voucher and after that it can be done in GST sales voucher. In case if you have to add some remaining bills before 30 June you can do.  
Goto  Account Info --> Voucher Type --> Create 
Create GST Sales Voucher 
Now your company is GST ready. Start making GST Entries. IF you have any queries in this process you can as them by commenting on this article. I would be pleased to help you.

Be GST Ready with ApniTally and Tally.ERP 9

How to get Highest Compliance rating in GST and Maintain it in Easy Steps.

GST Compliance Rating, How to maintain it
What is a compliance rating in GST ? It is a rating provided by GSTN to each business on this basis of his behavior on the portal. It is based on many factors which includes your discipline in meeting the deadlines set by GSTN, furnishing minute details of invoice for credit utilized by you, payment of taxes etc and many more. To sum up which ever compliances are expected by the GSTN from you of them

how many are you fulfilling.   

The beauty of this rating is that even smallest businessman can get the highest rating as well as bigger business house may get lower rating. All depends on your dealings done on GSTN portal. 
One of the biggest reason of introduction of compliance rating in GST was to safeguard the businessmen from fraudulent practices. As your rating is visible to all the parties your are dealing with it would warn them whenever your regularity is disturbed. It would work both way. You too would get warning on reducing rating of your vendors. 

There is a fear among businessmen about maintenance of this rating. And that fear is that only business with enough resources can maintain his rating but his is not true. Everyone can maintain it. Here are some tips to maintain your rating to the highest.

Follow the Strict Discipline:

You should never miss any deadline of GSTN portal, you should be extra vigilant about it. For example the first deadline comes on every 10th of the month to upload your GSRT-1. This is most vital. After that the 15th and then the 20th of the same month. These should be never missed. 
To resolve this issue you can depute a dedicated person for this as you may not get time every time every month on these specific dates.

Proper Invoice matching:

This is another area which can reduce your rating. You should fill all details of your invoices which you have to upload in GSRT-1. The amount figure in invoice should exact match of all your invoices, All inventory details should be perfectly entered. Mismatch of invoices would decrease your rating.

Don't deal with lower rating Dealers:

Dealers who miss their deadlines would eventually decrease your rating too. As they would not file their taxes on time then your claim for input would also disrupt and it would decrease your rating. As it is clear in GST that you would get your claim only when your seller has paid tax, if he misses then your claims would also go false,  which would decrease your rating.

Use proper GST compliant software:

This could be your weakest link. GST compliant software is a must. You should opt for that software who can do matching for you, who can help you prepare error free returns for you. Even if you make errors it should be able to rectify them before final submission. It should assist you in paying your taxes too. 
GSTN portal has one more link which is of GSP, i.e. GST Suvidha Provider. Initially GSTN portal would give you a utility to validate your data but later on you would need a GSP would would filter your data before sending it to GSTN portal. So your application software (ASP) should be well harmonized with your GSP.   It should seamlessly connect with GSTN portal. 

Buy Tally Online backed by ApniTally supportTally is one such software which is fully GST compliant as well as Tally solutions are GSP. So if your application software is Tally then being GSP you can seamlessly get connected with GSTN portal. 
Another reason one should go for Tally is that it's trained manpower can be found easily.

All the readers of ApniTally can get Tally software Online through Debit card or Credit card which is backed by ApniTally it self in support. Our team would help you in installing and providing you much needed GST training for filling your GST returns through Tally. 

How to be ready for GST : Step by Step guide

GST is round the corner and all the traders are having their fingers crossed for what would happen to their business what rules would come and how invoicing would be done etc etc etc. While some people are ready for GSt but some have still doubts on what to do and how we can be GST ready.
Ignorance can lead to pay heavy price,so it it better to be prepared before hand.

Here is the step by step guide to be GST ready.

1. Get Complete your working for Closing Stock for the period 31.3.2017 / 30.6.2017 before GST Implementation date.

2. Allocate your such stock into quantitative mode.

3. Get the A/c Statement from your Suppliers / Creditors for the year ended 31/3/2017 & compiled them from your books.

4. Rectify *Mismatch Reports of Purchases *, if persists .

5. Revise your Vat Returns if point no.4 applies to you.

6. Make strict follow-up to Collect all the C forms/H Form/ I forms.

7. Get your Books Finalise for FY 2016-17

8. Make a separate file of those items which are shown in your Unsold stock as on 30.6.2017 e.g. Purchase Bills/ Bill of Entry/ Excise Paying Documents etc.

9. Stock ageing be made to ascertain if any stock is more than 1yr old. If yes then dispose it off immediately or sell it to your sister concern against Tax Invoice locally.

10. Classify stock tax rate wise, purchased locally to get ITC into SGST.

11. Classify stock purchased on invoices bearing Duty Payment & non duty payments to get ITC transferred to CGST.

12. Inform your GSTIN / ARN to all suppliers of Goods & Services.

13. Obtain GSTIN of all Suppliers & Buyers.

14. Apply for migration in all states if you have centralized registration under Service Tax.

15. Train your accountants for GST accounting and returns formats.

16. Make Chart of HSN CODES & GST Rates on your goods & services to be purchased & Sold.

17. Check whether any stock of one year old is lying with you .

18. Analyse P and L and see which expenses are liable to RCM.

19. Be in regular touch with your GST Consultant .

20. Kindly Place the order to your printer for * Draft Format *of Tax Invoice/ Bill of Supply/ Debit - Credit Note etc  ( as applicable to your business )

21. If you are planning to generate , invoices through any Software , do align with Software Consulting firm. ApniTally can provide you all help in procuring Tally and smooth migration to GST. You can Buy Online and ApniTally would provide you all support.
Buy GST Ready Tally

22. And Get approved the Draft ( pt no. 20-21) from your GST Expert.

23. Use  only original Software for Accounting & Invoicing purposes. Tally is your best bet in GST as Tally is also a GST suvidha provider.

24. Pl pay special attentions for any Calls, mails , messages or communication of your GST Consultant/ Department.

25. Make a practice to Upload your Sales / purchases on regular basis at GST Portal

26. GST / Interest/ penalty or any levy may be paid through RTGS/ NEFT/ Debit Card/ Credit Card Etc.

27. Due Dates for uploading of Returns :

GSTR 1  : 10th of Next Month
GSTR 2  :        15th of Next Month
GSTR 3. :        20th of Next Month

* ( For Regular Dealer ) *
GSTR 4. :        18th of Next Quarter       * ( Composite Dealers ) *
GSTR 5  :        20th of Next Month  * ( For Non Resident )*
GSTR 6  :       13th of Next Month          * (Input Service Distributors)*
GSTR 7. :       10th of Next Month          * ( For TDS Returns )*
GSTR 8. :       10th of Next Month          * ( E-Commerce Operators )*
GSTR 9.  :      31st December of Next F.Y.

*(Registered Taxable Person)*

28. Penalty Provisions for non submission of GST returns : Rs 100/- per day but subject to max. Rs.5000/- in each acts.

29. Penalty Provisions for non submission of Annual Return is 0.25% of Annual Turnover .

30. Please Final the terms & remuneration of your GST Service provider before GST Implementation Date .

31. Option of revising the return is not available in GST Regime but you can modify your uploaded data by Debit & Credit Notes.

32. Every Normal Dealer filing GSTR 1 -3 required to submit Annual Return in GSTR 9 by the due date .

33. Late filing would be permitted on payment of late fees only. Hence late filing of return will not be possible without payment of fees.

34. A return furnished without payment of full tax due as per such return shall not be treated as a valid return for allowing input tax credit in respect of supplies made by such person.

35. Input tax credit is eligible only after filing a valid GST return.

Here is a small preview How thing would be done in Tally.

Planning to Buy Tally.ERP 9 ? Buy online now before price rise and get free upgrade to GST

Buy Tally OnlineGST is around the corner. It would be implemented from July 1, 2017. The preparation from Govt. agencies and GSTN are in full swing. Smart businessmen have already started planning for GST. Upgrading to digital invoicing is needed for GST so up gradation  of accounting software is a must. Those businessmen who are using software for invoicing and inventory management are updating their software and those who were doing manual billing has to move to some sort of software. If you are the one who is planning to move towards digital invoicing then this is the right time, Why ?

Here is the answer
As we all know that in GST Item level invoicing via a software is a must because it has to be uploaded to GSTN portal so some software who can do it is necessary. Which software it would be, that is a million dollor question for those who are doing manual work (although who are doing it in Tally has not to face too much dilemma) . In GST all you need a software who can perform these three tasks

1. Invoice matching
2. 100% error free return filing
3. Smooth interaction with GSTN portal.

Any software which cannot perform any one of the above task is not fit for GST. Tally with its current version of ERP 9 and latest release of 5.4 onward is capable to do all these tasks. More over Tally is GSP (GST Service Provider) also the interaction with GSTN portal is going to be smooth. So if you want to go the digital invoicing then Tally.ERP 9 is your Best bet in your preparedness for GST.   

Upgrade to Tally.ERP 9 Now
As we have discussed that Tally.ERP 9 is a natural choice for getting ready for GST. It is not only because Tally is already choice of 1 million customers but also because it has achieved the milestones of GST compliance well before arrival of GST. 
Buy Tally Online
Buy Tally Online
Many a businessmen say that when GST would arrive then would think after that but let me tell you that preparation before hand would save you money as well as efforts. So if you have any plans to buy software then this is the right time. Buy now, practice on Tally, practice you return filing habits on monthly basis right from now, record your itemized inventory now , prepare your closing stock as soon as possible before GST and be ready to claim your input tax credit and save money.

If this is not the reason good enough then another reason is that if you buy now then you can cave on cost too. According to Tally communication they are revising their rates from April 1, 2017. The rise is about 17.5% of current price so it is a wise decision to buy it before March 31st, 2017 and save on cost.

You can buy it online too
Now you can buy your Tally online with ApniTally as your support partner. Just click on the link and fill the necessary details and get your copy of Tally online. Any Debit card or credit card can do this for you.
So Buy now download the software and give us a call at 9896010551 for help between working hrs (9:00 am to 5:00 pm)

Krishi Kalyan Cess : How to implement in Tally.ERP 9

Recently govt. of India has introduced a new cess on service tax i.e. Krishi Kalyan Cess. This cess has to be charged on services given from June 1st, 2016 onwards. The percentage would be 0.5% on service  tax. It would end up the service tax to be 15% which would include service tax 14%, Swachh Bharat Cess 0.5% and Krishi Kalyan Cess 0.5%.
What is Krishi Kalyan Cess ?
The Krishi Kalyan Cess KKC is a new cess introduced by union finance minister in his annual budget for 2016-20117. This cess would be levied on all services.This cess would be applicable above and over Swachh Bharat cess and service tax.
Krishi Kalyan Cess would be applicable on all the services that may have been provided before June 1, but payments were made on that date or afterwards.
In cases where the services have been provided before the said date and the invoice has been raised before 1st June, the cess would be payable.
In cases where the services have been provided before 1 june and payment has been received before 1June,there this cess is not applicable. 

Implementing Krishi Kalyan Cess in Tally.ERP 9 release 5.x onwards is very easy. The only thing you need is to download the latest release of Tally.ERP 9. The Krishi Kalyan Cess is implemented in 5.3.8 release onwards.

The Process:
The first step after downloading rel 5.3.8 is to create a new ledger named Krishi Kalyaan Cess under duties and taxes to collect the values there. After you have selected Duties and Taxes you would see that a new option has comes up as Krishi Kalyan Cess. Select it and accept the voucher.

Ledger Creation Krishi Kalyan Cess

The second step which is an important one is to define the rate percentage of Krishi Kalyan Cess. For this you have to go to statutory info in Account Info menu. Here in service tax menu you have to alter the service categories on which you are charging service tax. Here in Krishi Kalyan Cess  define the rate percentage as 0.5%. Alter all the service categories which are applicable. The date applicable from is to be set as 1/6/2016
Service Category Updation

Check out this video on the same topic which explains the process step by step.

That all. Your Krishi Kalyan Cess is implemented in Tally. Just try to put an entry and see if amount is calculated automatically or not. If you face any difficulty then ApniTally is there, put a comment and we would love to help you out.

If your Tally Net subscription is expired and you want to implement Krishi Kalyan Cess KKC then you have to update your subcription. Click on the image below and you can update your subscription in few clicks. You can also buy rental Tally or New Tally also.
You need to update your Tally.Net subscription to operate tally remotely
Update your TallyNet subscription Online

Tally crosses One Million customer mark Globally.

TallyMillion Celebration of Million customer win by Tally
On May 4th 2016 when every partner went on line in their offices or at their home a sweet surprise was waiting for them. ApniTally was also one of them. The surprise was a mile stone which Tally achieved on 3rd of May. Mile stone of crossing One million customer mark globally.  Company announced its One millions customer win by Hash Tag #TallyMillion on it's FB page and all across world Tally partner on social media  shared it.

Started in 1986 with a humble beginning, it took only 30 years to reach 1 million mark. Driven by innovation and cutting edge technology coupled with brilliant Tally Partner ecosystem, now Tally is spread across 100 countries including Middle East & Africa, Asia Pacific and SAARC countries.

Attributing the success to its partners and customers Tejas Goenka, the executive director Tally said, " In our three decade long journey, our customers and partners have contributed immensely to our growth. On this momentous occasion, we thank all our stakeholders for their continued support and commitment towards Tally". See Times of India Report on TallyMillion.

Economic times reported citing IMRB Survey that 88% of the Tally Customers are highly satisfied and 94% are willing to continue on the same software. The survey was conducted with 3500 respondents comprising of CIOs, IT heads and Account heads etc.

Pioneers of codeless accounting system Tally has path breaking remote system and natural language interface.

We at ApniTally with all other 28000+ partners of Tally thank our customers for their support and patronage. it's party time.

Related : How to Buy Online.   How to get free Help on Tally.

How to reactivate Tally.ERP 9 license or shift it to another machine

You have purchased a Tally single user or multi user and now successfully using it. But due to one or more reason your tally turns educational ! What would you do? What are the steps you should take to again activate the license. This article would tell you what ideally you should do.
How to reactivate or shift your Tally License

Tally licensing has evolved during all these years with every new version. Now in Tally.ERP 9 licensing has become very simple and easy. While working on Tally the license is needed to be activated again. This may be due to :-
  • License file is corrupted,
  • There is some virus in computer
  • The computer got crashed 
  • You got another system which is new and tally is to be shifted there.
What ever may be the reason to reactivate the license the process involves following steps.

Before doing any thing be sure that :-
  • You have taken the backup of data properly.
  • You should have access to your tally.net id and password or your registered email id.
  • Access to internet.

The reactivation process
If you are using the Tally on same machine and tally is already installed then you need to go to reactivate license option of Tally on the front screen and enter the Tally.Net id and password.
If nothing goes wrong then license would be activated, otherwise watch the error message carefully. If it says license already activated please surrender first then you have to follow the below mentioned process.

If you are getting the error message that license already activated please surrender first then, you have to surrender the license first. This may be due to the fact that you are either changing the machine and you have to surrendered the Tally license on the earlier machine. Or you may not having the access to old machine because it is crashed and now you are activating the license after formatting it. But as this fact is not known to Tally, it is considering that you are activating one license on two machines simultaneously. So you need to surrender the license first and then reactivate it.
So the question is how to surrender the license. Simply go to control center on the top menu bar by pressing the shortcut key Ctrl+K.

Enter the Tally.Net id and password you would be shown following screen.

Go to license management option and you would see your licensing information. At the last column you would see the status which would be active.

Now select it with mouse and press space bar you would get both options as Active and Surrender. Select surrender and press Enter. You license is surrendered.
Now get out of Control Center and again go to license menu in the starting and reactivate license. Now you would not get any error. 

What if you don't know Tally.Net password ?
There is no need to worry if you don't know your Tally.Net password. The id is you email id on which you have registered the Tally and the password can be reset very easily. 
After pressing Ctrl+K  for control center just press F5 . It is for resetting your Tally.Net password. Enter your email id which you have registered with Tally. Now press enter and Tally would send reset link to your mail address. Just open your email id and there you would get a mail from Tally.Net open the mail click on the link and type the new password two times and your password is reset.

What if you don't know your Tally.Net id ? 
This is an interesting question which can be solved by just common sense. You may be having too many email ids and you don't know which one you have used for Tally.Net. So one simplest way is to check each email id and try to search for 'Tally.Net' and if this is your email id then you must be getting mail from Tally solutions. Ant the title of the mail would be Tally.Net. If not then check the next one. 

Second trick is just enter your email ids in the Tally screen where you reset the password after pressing F5 as mentioned above. If your email id is wrong it would say please enter the correct email id. Find the correct email id. 

What more problems you can get while dealing with your license? If you are facing any problem which i have not mentioned then explain it in the comment box I would try to resolve it. 

How to Identify your most valuable customers using Tally ERP 9

This article is about features of Tally ERP 9 which help any business to identify it's most valuable customers and how they can be retained once identified. 

For any business customer is the King. A business strive to give best of it's services or products to it's customers. Businesses invest crores of rupees to understand what a customer wants and how his satisfaction can be achieved. Big business houses and brands keeps analysts, researchers to know what bests suits to it's customers and what more is done to be more customer friendly. Every business yearns for loyal customers.
But How to identify who is a good customer? Who is a loyal customer and then how to retain that customer is a valuable and big question for every business. If you can suggest them the way to retain them they can give you what ever you want.
Have you ever give it a thought that a software like Tally can help you identify which is your most valuable customer? Yes. Tally can do it. More over it can tell you how to retain that customer.
How to identify your most valuable customer using Tally
How to identify your most valuable customer

How would you identify your most valuable customer?
To answer this question you should first answer who is you most valuable customer?
According to this article of American express  a valuable customer is one who
1. Provides most of the sales to you. i.e. is volume of sales to him is more. But it should be compared to the cost of providing that sales.
2. Which gives him business in the lean season also.
3. One who gives reference to you and tells your product or service stories to his peers also.
4. Who's retention rate is high and is a buyer of your other products too.
5.  If customer is a brand in itself.
6. Provides you feedback from time to time.
I am adding one more aspects also.
7. How well is his payment terms with you.

How Tally is going to help you in identifying your most valuable customer?
The answer starts with a simple but important question.

How frequently your customer buys?
Sales Register sorting method Tally ERP 9 tutorial
Sales register configuration
More frequent the buyer is more valuable he is for our business. Can Tally tell you how frequently a particular customer is buying from you? Yes !! Tally Can tell you. Tally can provide you information about how frequently a particular person is buying from your business in a month. You can find the frequency over a period of time.
Just follow these steps :- Display --> Account Books --> Ledgers  and then select the ledger of your customer.  Here you can select time period you desire by pressing Alt + F2.
Another method is Display--> Account Books --> Sales  Register 
Here press F12 and the sorting method would let you decide the frequency with increasing and decreasing order wise.

How Much is the volume of a customer?
In addition to frequency if you can find out the volume of business done by the customer then it would be easy for you to identify valuable customer.
Tally Sales Register Extract shows you volume wise data
Press F6 for Extract of Sales register

Tally can give you all information about How much volume you have achieved with a particular party on a specific period. It means you can arrange all your customer over a period say for a month or quarter or a year on basis of sales volume. This way you can identify your most value give customer. How this can be achieved ?
Just follow these steps :- Display  --> Account books --> Sales
It would show you all sales according to date you entered for particular record. Now press F6 for Extract of the sales for a particular month. You can check out for that month who is your best buyer in terms of volume. Alt+F1 at this stage would give you detailed view.

How good or bad is the payment performance of a party?
How to identify your valuable customer by payment performance Tally Tutorial on Tally ERP 9
Payment performance of Party
A customer may be of high volume but a business prefers one who easily and timely gives money for products and services. We try to concentrate on that customer whose payment performance is very good. Tally lets you identify the payment performance of your customers.
Follow these steps to know the performance of all your customers
Display --> Account Books --> Group Summery 
Here you can select the group Sundry Debtors as your group which would list all your customers. If you have grouped your customers further then in F12 configuration of this screen you can set Expand to all level to yes
Here noteworthy thing is that you can set payment terms with each customer by setting different credit periods and different credit limits. Later on you can check how they are performing on those conditions.

Track how you have rewarded your most valuable customer
To retain a valuable customer, he should be treated with free gifts, extra credit period, cash discounts etc. A business can decide whom to give discounts and whom not to. A business can decide that the most valuable customer should get high credit facility based on his performance. As discussed earlier you can set credit limits for your customer so change credit limits of valuable customers. If you give free items as discounts then you can track how much free items have you given to your customer.
In a way you can track how much free quantities you have given to your valuable customer. How this can be done ?
Tally can help you to track the free items given to customer in two ways. One way is to see it party wise and other is to see it item wise. You can see the free items given by you across party lines as well as item wise. 
Display --> Inventory books --> Movement Analysis --> Ledger Analysis  
would tell you all items given by you to that particular party. Further drill down to each item would let you know How much free items are given by you and how many times it is given.
Display --> Inventory books --> Movement Analysis --> Stock Item Analysis 
would tell you how much of each item has been given to which parties.

This way you can retain your customer and identify your most valuable customer. Readers can share their experiences in comment box. 



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