C O N T E N T S
Sales Process of Goods & Services
in TallyPrime 4.1/5.0
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Creating Party Ledgers (Sundry Debtor)
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Creating GST Ledger ( CGST / SGST / IGST) under Duty and Taxes Group.
Practical Assignment (Creation of GST Ledger)
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Creating Sales for GST Compliance. 14
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Creation of Ledger ‘Rounded off (+/-)’ for rounding the Invoice Value automatically.
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Creating a Stock Group.
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Creation of Stock Units of Measure.
(i) Simple Units of Measure.
(ii) Compound Units of Measure.
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Creation of Stock Items.
(i) Apply GST Rate and HSN/SAC Details in Stock Item.
Practical Assignment (Creation of Taxable Items & Goods)
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Setting ‘Nil-Rated’ , ‘Exempted’, ‘Zero Rated’ & ‘ Non-GST’ Items & Goods using TallyPrime.
(i) Setting Nil-Rated & Exempted items and Goods :
Practical Assignment (Creation of Nil or Exempted Items & Goods)
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Alter Pre-defined ‘Sale’ Voucher Types in TallyPrime.
(i) ‘General’ Setting in Voucher Type.
(ii). A further discussion on these options is necessary.
(iii). ‘Printing’ Setting in Voucher Type.
(iv). ‘Name of Class’ Setting in Voucher Type.
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Voucher Classes for Sale Voucher.
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Sale Voucher with Item Invoice for GST Compliance.
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Sale of Goods and Services in a Single Invoice with multiple GST Rate.
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GST Sale of a Composite Supply (Sale of Items & Goods with Expenses Apportioning)
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Sale of ‘Nil-Rated’ , ‘Exempted’, Supplies using TallyPrime 4.0.
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Ledger to Round-off the Invoice Value Automatically in Sale Invoice.
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Zero-Valued Transaction in Sale Invoice.
Creating Zero Valued Entries ( Sale of Free Product )
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Sales with Free Items (Different Actual and Billed Quantities in Sale Invoice)
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Enable Item Rate (Inclusive of Tax) in Sale Invoice.
(i). Enable Item Rate (Inclusive of Tax) at the time of Item Creation / Alternation mode :
(ii). Activation of Item Rate Inclusive of Tax in F12: Configuration during Sale Entry.
Practical Assignment (Sales Transactions)
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Sale Voucher with Accounting Invoice for Service Ledger
(A) Creating Service Ledger with GST Compliance.
Practical Assignment (Creation of Service Ledger)
(B) Sale Invoice with Service Charges within State (CGST / SGST)
Practical Assignment (Sales of Services – CGST & SGST)
(C) Sale Invoice with Service Charges Outside State (IGST)
Practical Assignment (Sales Transactions of Services)
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Sales Return / Credit Note ( Alt+F6)
(A) Item Invoice Mode.
(B) Accounting Invoice Mode.
Practical Assignment (Sales Return / Credit Note Transactions)
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Debit Note for the Increase in Sale Value.
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Sales of Goods and Services Using e-Way Bill in TallyPrime 4.1/5.0
(A) Enable / Setup e-Way Bill in TallyPrime.
(B) Generate Online e-Way Bill with Sales in TallyPrime.
(C) Print the Sales Invoice with e-Way Bill number using TallyPrime 4.0.
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How to Generate e-Invoice Instantly using TallyPrime
23.1. Mandatory details for Generating e-Way Bill with e-Invoice
23.2. Generate IRN and Print QR Code on the e-Invoice automatically using TallyPrime
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Sales Order (Ctrl+F8) Processing in TallyPrime 4.1/5.0
(A). Delivery Note (Alt+F8) Against Sales Order.
(B) Sale Invoice (F8) Against Delivery Note.
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Point of Sale (POS) Transaction in TallyPrime 4.1/5.0
(A) Creating POS Voucher Type to Record POS Invoice.
(B) Record POS Invoice with Multiple Modes of Payment
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Sales of Items with Discounts.
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- Sales Discount on The Total Item Amount
- Sales with Trade Discount
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Manage Selling Price Using Standard Price.
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- Specify Standard Selling Price for Stock Item..
- Record Sales with Standard Selling Price.
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Manage Selling Price Using Price Levels & Price List in TallyPrime 4.1/5.0
(1). Price Levels in TallyPrime.
(2). Price List in TallyPrime.
(3). Assign Price Levels to Ledger Accounts.
(4). Use Price Levels & Price List during Voucher Entry.
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Consignment Transactions (Material In & Material Out) in TallyPrime 4.1/5.0
(1) Issue Stock Items (Material Out) for Consignment Sales.
(2) Record Sales of Goods by Third Party (Consignment Sale)
(3) Record Receipt of Goods Returned by Third Party (Material In)
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Printing of Sales Invoice with Multiple Configurations.
(1) Change of Invoice Title in Sales Invoice.
(2) Print Sales Invoice with Company LOGO..
(3) Printing Bank Details in Sales Invoice.
(4) Change Declaration / Terms & Conditions in Sales Invoices.
(5) ‘Setting Print Size of your Sales Invoice’ to Use Less Paper for Printing.
(6) Add Description for Items & Ledgers to Print in Invoice.
(7) Print Proforma Invoice (Optional Voucher)
(8) Print Invoice on Saving a Voucher.
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GSTR-1 Report in TallyPrime – 4.1/5.0
(1). Return View of GSTR-1.
(2). Nature View of GSTR-1 Report
(3). Export GSTR-1 Report from TallyPrime- 4.0 in the JSON Format.
(4). Sign GSTR-1.
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FAQ – Sales Process in TallyPrime- 4.1/5.0
- How to Ascertain Previous Sales Rate of the Goods ?.
- How to Print Two Sales Invoices in the same Page ?.
- How to Scan Barcode in TallyPrime?.
- Why are Bill-wise Details Not Displayed for Outstanding Allocation in Sales Invoice?.
- How to use Barcode Scanners for Billing/Invoicing in TallyPrime?.
- How do we Get the Bill-wise Details to be Displayed during Invoicing?.
- How can we Display a Separate Column for entering Discount while Invoicing?.
- Can I change the Title of a Sales Invoice to ‘Tax Invoice’?.
- While Printing an Invoice, How to Set the Number of Copies and provide the Type of Copy as Original, Duplicate and So on?.
- How to Put an Invoice Entry on Hold, Record another Transactions, and Resume or Recall the Invoice Entry without Losing Information?.
- Can we Print Complete Contact Details in Invoice in addition to Billing Address.
- Why is Sales Ledger Field not appearing during Voucher Entry?.
- How to Disable Dispatch Details and Order Details in the Invoice?.
- How to Skip the Dispatch Details after selecting the Party Ledger?.
- How Do I Cancel a Sales Invoice?.
