13 June 2015

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

You have purchased a Tally ERP 9 single user or multi user and now successfully using it. But due to one or more reason your Tally ERP 9 turns educational ! What would you do? You are using your license one one computer now you want it to be transferred to another computer. What would you do? You have to reactivate your Tally ERP 9 license. What are the steps you should take to reactivate the license? This article would tell 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 can get corrupted. It 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.
Remember Tally License is activated only once. After activating license you can never activate a Tally license again. So you need to Reactivate only.
What ever may be the reason to reactivate the license the process involves following steps.

Preparation
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.
  • You have access to internet.
Updated Reactivation process :
Reactivate your Tally
Reactivate your Tally

Major steps involve are :
1. Go to Reactivate License Menu
2. Enter your email id (Your Tally.net id)
3. Enter your Tally.Net password.
4. Press Enter and It's Done

With the improvement of licensing technology by Tally now you need not to follow the process of surrendering the license first and then reactivate it.
Now if you reactivate license on another machine then it would show you a dialog box that your license is already running on this machine (machine Name) do you want to surrender and reactivate on new machine? (see the screen shot below)
Shifting Tally License to another machine
Shifting Tally License to another machine

If you press Yes then the license would be reactivated on new machine automatically.

What if you don't know your 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 or Reactivate License  option in Tally just press F5 . It is for resetting your Tally.Net password. (pic below)
Reset your Tally Net password
Reset 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. And the title of the mail would be Tally.Net. If not then check the next email id you have. 

Second trick is just enter your email ids in the Tally screen one by one, 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. If it is right then no message would be displayed. It means that is your correct email id. Find the correct email id.

Check out this video for detailed instructions.



The reactivation process (old)
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 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. 




12 January 2015

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.