TRADERS FEATURES
Traders feature is designed to accelerate recording trading activities of an organization with all the relevant informations. Following additional features are included in traders feature module.
- Quick access customer statements from sales voucher
- Reorder level warning while billing
- Billing disables if selected stock balance is negative
- Controls on overdue while billing (Warning /Blocking)
- Quick access party outstanding from sales voucher
- Warning if sales rate falls below last purchase rate
- Block vouchers on negative cash balance
- Cash sales register
- Sales history view of the debtor from sales voucher\
Implementation Guide:
| Feature | Configuration | Result |
|
Quick Access party statement from Invoice |
Enable in-F11-Addons-Turn on the option to “yes” | New feature called “Go to ledger “will be listed In the vertical menu bar of sales voucher. |
| Reorder level Warning while billing |
Enable in-F11-Addons-Turn on the option to “yes”
F11-F2-Order Processing-Enable purchase order processing-Turn on the option to “yes”
Gateway of Tally-Masters-Inventory Info-Reorder levels-choose Group/Category/item- Fill the necessary information |
You will get warning messages while billing if the selected item quantity is falls below the reorder level. |
|
Billing Disables if Stock quantity is Negative |
Enable in-F11-Addons-Turn on the option to “yes” There is an additional option to enable this feature while recording a transaction in sales order voucher. |
Recording a sales transaction will be blocked if the stock quantity is in negative balance. |
| Controls on overdue while billing |
Enable in-F11-Addons-Turn on the option to “yes”
Gateway of Tally-Masters- Accounts info-Choose each ledgers (Sundry Debtors) à Maintain Balances bill by bill turn on to “yes” provide the necessary information.
This configuration can only be done by an owner privileged user. |
Based on the inputted information, if the customer has dues beyond the accepted level, further billing either can be blocked or warning displays to take a decision on further billing. |
| Quick access party outstanding from sales voucher. |
Enable in-F11-Addons-Turn on the option to “yes” |
A new feature called “Ledger O/S” will be available in the vertical menu bar of sales voucher. This feature will help you to identify the outstanding bills of the selected debtor from the sales voucher itself. |
|
Control on sales rate falls below last purchase rate |
Enable in-F11-Addons-Turn on the option to “yes” Choose either “warning or Blocking” |
This feature ensures that no sales transaction is possible below the last purchase rate of the selected item. Hence lose due to the clerical mistakes can be avoided. |
| Block vouchers on negative cash balance |
Enable in-F11-Addons-Turn on the option to “yes” |
Recording a Transaction will be blocked if the voucher balance is negative. |
| Cash Sales Register |
Enable in-F11-Addons-Turn on the option to “yes”
Gateway of Tally-Display-Accounts book-Cash Sales Register
Short Key : DAA |
All the cash sales transactions will be available with this report on daily wise and period wise. |
| Sales history of a sundry Debtor from sales voucher |
Enable in-F11-Addons- Turn on the option to “yes” |
Sales History of a selected Debtor can be analyzed from the sales voucher. A new feature “Sales History “is added with the vertical menu bar of sales Voucher |