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Lets integrate Tally ERP 9_old

Last Updated: Jan 07, 2016 02:25PM IST

                        

Integrate Tally

 
Pre-requisites:

a.       Create a company in Tally with name of Unicommerce to import all the data.  As soon as the TCP is updated, the Import for Unicommerce is created.
b.       Create SKU alias sheet for inventory management perspective in Tally and save in the folder path, which will be used in the configuration steps later.
c       Product mapping is done to associate – item name- tally name, item alias – uniware  SKU codes


Watch the video on tally integration 



1.       Let us begin with the TDL configuration in Tally.ERP9.
Perform the following steps in the very order:

  • Go to the Gateway of Tally and Press F12 (To Configure).

     



 

  • Select Product & Features, then press F4  (To manage local TDLs)

     



 

  • Pin “Yes” for “Load TDL on Startup”

     



 

  • And select the path to locate the list of TDL to preload on Tally start up. This file must be lying within the Tally folder created in your system.

     





  •   Press Enter twice. The customization file is activated, showing the following successful configuration.

     


Utilities- import for unicommerce

 



​2.Sales Import Module activation Process:

  • To enable the Excel import module, Go to the gateway of Tally and press F11 (to select Features)

     



 

  • Next step, select the “Accounting Features”

     

                                                         

 

  • In the next menu, refer to the “Other features” and set “Enable Excel Import Module” to “yes”.

     



 

  • Set the path for the location folder (which should be inside the Tally folder), where the excel imports are to be stored.

     




    Don’t forget to end the folder path with the special character “\”. 

  • Press Enter and accept “yes”.

 


 

Ledger

 
Check the Ledgers existing in Tally, if they do not exist then please create them at Tally or rename them.





On every channel pin the Ledger name as configured at Tally. This value is case sensitive and must be done carefully.







3.       Sales Transaction Import from Excel to Tally.ERP 9 process
 

  • Go to Gateway of Tally, in 'Utilities' select 'Import for Unicommerce'
     

                                                           
 

  • In the next menu, select 'Data from Excel'.
     

                                                          
 

  • As the next step feed in the path of the import files folder (as created within the Tally folder).

     





 

  • Subsequently, select the fields along with their titles:
     

                                             
 

  • A successful Sales Transaction Excel sheet import is highlighted in the system, as shown in the next image.

     


 

  • To import the Sales transaction report, go to the Gateway of Tally ad select “Display” in the menu.
     

                                                    
 

  • In the menu that follows, select “Day Book”
     

                                                         
 

  • View all the transactions

     



 

  • Select a particular sales transaction and press Enter




 



4.       Error Log List








 

Export Tally Report

 
At Uniware you can export a Tally report or schedule it for every day. Follow these simple steps to get the report:
1.    On the main menu, select Tools. Click on “Exports”. Select “Tally ERP 9” in the drop down menu of “Export type”

Inventory: tally ERP9 inventory
Ledger: tally ERP9
2.    Select the columns required in the report. Apply any filters if required, and then type in the email ID to send export the report to.












3.    Channels- no selection
4.    Select invoice date
5.    Click on “Create Export Job”. On successful report creation, the following message is seen on the screen:


                  





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support@unicommerce.com
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