User Manual Price List Import

Transcription

1 User Manual Price List Import 1

2 The information contained in this document is current as of the date of publication and subject to change. Because Tally must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee the accuracy of any information presented after the date of publication. The information provided herein is general, not according to individual circumstances, and is not intended to substitute for informed professional advice. This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANY CONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION. Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights including copyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document may be reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Tally Solutions Pvt. Ltd. Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give you any licence to these patents, trademarks, copyrights, or other intellectual property Tally Solutions Pvt. Ltd. All rights reserved. Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners. Version: User Manual Price List Import/2.0/July

3 Price List Import This feature is used to automate the Price List entry. This TDL import the data from Excel sheet, MS Access and other types of it will automate the price list. To achieve this feature we have to do the following steps: 1. Attach the file Price List Import.tdl andexecute Tally.ERP 9 and select the required Company. Note: For further information on downloading and attaching TDL to Tally.ERP9, please refer the document Steps to enable TDL in the same section/page at the beginning. 2. Copy the files Price List in Excel.xls and TBK to C:\ from Supporting Files. Zip 3. Copy Price List Import.TDL to C:\ 4. Start Tally.ERP 9 and restore the Backup from the source C:\ Note: Prior to restoring the backup, please ensure that Folder does not exist in your data. If it exists, rename the same to the last unused number and proceed with Restore. 5. On restoring the Backup, select the company Stock Item with Price Levels which is setup for Price Levels. 6. Select item Price List Import from the Gateway of Tally menu. 3

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5 It shows the Price List Import Configuration Screen as below: Price List Source From: Mention the type of file. In this case there are three different options: Excel, MS Access and Other. Other means any other files like SQL etc. Driver Info: Enter the driver information depends on the file type. Location of File : Enter the path of the file File Name : Enter the file name with extension Table/Sheet Name : Enter the name of the sheet or Table Specify the correct Column Titles for each field under Column Titles for the following 7. After setting the details of PriceList Import configuration screen you will get the screen as shown. 5

6 8. Click Yes. It will show the screen with the message Process Completed Successfully Note: ItemName in Tally.ERP9 should match with the ItemName mentioned in Excel. Ex: Gateway of Tally -> Inventory Info -> Price List -> Here Item Name Should Match with the Excel Sheet Item Name. For this Case you need to create the Item Names F.G.1, F.G.2, F.G.3 & F.G.4, before you import the price list. 6

7 9. After importing the price list this TDL automatically shows the Item Price List Screen as shown: 7

8 10. The Imported Price List Details can be observed from Inventory Info -> Price List. 8

9 11. Select the groups which you want to see the price list as shown: 9

10 12. Give the appropriate Price Level and Application From, and then it automatically displays the imported values as shown. Based on Price Level & Date, Price List will be imported to Tally. Note: This TDL can be a ready made business solution and also serve as a reference for all such market requirements. 10