Sales Register displays the monthly summary of sales transactions and closing balances. The list of transactions pertaining to each month can be viewed by selecting that month. Tally.ERP 9 permits you to change the display according to the information required.
The period of the report and the content details can be modified. Columnar periodic reports can be generated using Alt+N: Auto Column button for different periods as shown by the columnar details list. Tally.ERP 9 also allows you to compare similar data of two or more companies stored in the same data directory.
The periodic turnover can be analysed using the F2: Period button.
The periodic taxes on such turnovers can be easily computed.
Errors made while recording the transactions can be easily traced.
Sales returns during the year can be analysed and timely action can be taken to remove the undesirable causes.
Performance analysis of godown, salesperson, sales area, etc., can be done with the help of cost centre and cost category report.
Sales Register displays the monthly summary of sales made during the selected period. To view Sales Register ,
Go to Gateway of Tally > Display >Account books > Sales Register
The Sales Register screen is displayed as shown below:
By default, all registers display Monthly Summary with transactions and closing balances.
Drill down into each month to view the sales voucher register for that month and to go to the accounting voucher alteration (secondary) screen.
Select a month and press Enter to see the List of All Sales Voucher Register, as shown below:
A list of all sales vouchers pertaining to the month you selected is displayed. The options in the button bar can be used to change the display according to your preferences. You can change the period of the report as well as the depth of information.
Use F12: Configure to see the report with some or all of the following information, namely Narrations, Bill-wise details, Cost Centre details and Inventory details.
Click F1: Detailed to view the reports in detailed format from within the Sales Voucher Register screen.
To view the Post-dated Transactions report for the specified period, click T: Post-dated Rep
The Sales/Purchase register can be exported in excel to be compatible to generate pivot table. This is so that the user may generate reports of various combinations based on specific requirements. This will eliminate the need for customisation of the existing reports to prepare sales/purchases data in the required format.
To export the Sales Register for Pivot Table
from the Sales Voucher Register screen,
Click E: Export or press Alt+E , to open the Exporting Sales Register screen.
Select the required language from the list of languages displayed.
Select Excel (Spreadsheet) under Format from the list of formats displayed.
By default, the exported file will be stored in C:\Program Files\Tally.ERP9 for Windows 7 and C:\Tally.ERP9 for Windows XP operating systems.
Press Enter to accept the default Output File Name or type the filename of your choice in order to save the file with a different name.
Press Enter to accept the default Output Sheet Name .
To update the existing file select Yes in Update Existing File .
Set Yes to the option Export for Pivot Table
Note: This option appears only when the Sales/Purchase Voucher Register / Extract is exported, and when the Company is maintaining Accounts with Inventory.
To update the existing file select Yes in Update Existing File.
To format the contents of the file select Yes in Excel (Spreadsheet) formatting.
Select Yes for the field with Colour , to retain the background colour in the exported file.
Set the following options that appear only when the option Export to Pivot Table is enabled, especially to configure them while generating pivot table reports, i.e.,
Set Yes to Show Company Name in case you want the Company Name column to be used.
Set Yes to Show Item Properties to show the item properties, such as, Alias, Part No, Description, Remarks, etc.
Set Yes to Show Ledger Properties to show the ledger properties, such as, Alias, Group, Notes, etc.
Set Yes to Show Statutory Details to show the VAT/ TCS details.
Accept to export the Sales Register Vouchers to an excel file for pivot table.
Open the exported file from the specified folder.
The excel sheet opens as shown:
Create a Pivot table and set the Report filter, Row labels, Column labels and Values based on your requirement to generate a customised report.
Note: The steps to Create Pivot table varies between the different versions of Microsoft Excel. Refer to the help file of respective MS Excel versions for the procedure.
The report generated from Pivot table Item-wise Godown-wise Batch-wise Party-wise is displayed as shown:
Note: The Export for Pivot Table will extract the data of only those Sales vouchers having Inventory allocated.
The procedure to Export Purchase Register in Excel to generate Pivot Table is similar to that of Export Sales Register in Excel to generate Pivot Table explained above.
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