Frequently Asked Questions (FAQ)

How to find whether "Order Confirmation" for SQ is created or it is still pending?

Written by Support Team
Updated over a week ago

How to disable the bank details option in sales quotation (SQ)?

Written by Support Team
Updated over a week ago

What is enquiry number in Sales Quotation (SQ)?

Written by Support Team
Updated over a week ago

How to create a copy of SQ in Tranzact?

Written by Support Team
Updated over a week ago

Where can I see the previous Sales Quotation(SQ) if Sales Quotation is amended?

Written by Support Team
Updated over a week ago

How to compare the quotation punched in RFQ received from different suppliers (Summary)?

Download Summary and Compare the SQ Punched for RFQ

Written by Support Team
Updated over a week ago

How to amend a punched Sales Quotation (SQ)?

Written by Support Team
Updated over a week ago

How to create export Sales Quotation (SQ)?

Written by Support Team
Updated over a week ago

Where to find Sales Quotation (SQ) saved as draft?

Written by Support Team
Updated over a week ago

Why can't I send/create a Sales Quotation(SQ) in TranZact?

Sending or Creating Sales Quotations(SQ) Restrictions

Written by Support Team
Updated over a week ago

Where can I find my draft Request For Quotation (RFQ)?

Find All or Cancelled Draft RFQ

Written by Support Team
Updated over a week ago

What are all the filters of the Quotation module?

Filters used in quotation module.

Written by Support Team
Updated over a week ago

How to download the attachment of SQ?

Written by Support Team
Updated over a week ago

What is the Bidding Start date and Bidding End date in RFQ?

How to set Bidding Start and End date.

Written by Support Team
Updated over a week ago

What is "Resend Email" in documents?

Written by Support Team
Updated over a week ago

What is Extend bidding in Request for Quotation (RFQ)?

Extend Bidding date in RFQ.

Written by Support Team
Updated over a week ago

What is the "Download Summary" option in a Request for Quotation (RFQ)?

Written by Support Team
Updated over a week ago

Can I search for Sales Quotations or Request for Quotations by Date?

Written by Support Team
Updated over a week ago

How can I save Request for Quotation (RFQ) in draft?

Written by Support Team
Updated over a week ago

How to close the bidding for RFQ?

Written by Support Team
Updated over a week ago

Why is the Delivery date, Discount, and Comments column not showing while creating Sales Quotation (SQ)?

Written by Support Team
Updated over a week ago

For multiple suppliers in Request for Quotation (RFQ), how will the email function?

Written by Support Team
Updated over a week ago

How to punch the Sales Quotation (SQ) of counterparty against Request For Quotation (RFQ)?

Punch SQ received from supplier in RFQ

Written by Support Team
Updated over a week ago

Why there is Item level delivery date and Delivery date in Primary details in PO?

Written by Support Team
Updated over a week ago

How to edit email once the document is save and send and resend it again?

Written by Support Team
Updated over a week ago

How to make changes in Email which is send to counter party after creating document like PO,OC or etc?

Written by Support Team
Updated over a week ago

How to cancel an invoice if payment is logged against it?

Written by Support Team
Updated over a week ago

Where to add packaging charges in the Invoice?

Written by Support Team
Updated over a week ago

How to show received advance in Proforma?

Written by Support Team
Updated over a week ago

How to retain old document number for PO?

Written by Support Team
Updated over a week ago

Why "Place of Supply" button under the Billing Address and Delivery Address?

Written by Support Team
Updated over a week ago

How to add "Discount", "Comment" columns in the item section in PO?

Written by Support Team
Updated over a week ago

How to delete any document in Tranzact?

Written by Support Team
Updated over a week ago

How to amend sales invoices made on past dates?

Written by Support Team
Updated over a week ago

Which document should I create for returnable material?

Written by Support Team
Updated over a week ago

Rupee symbol is not showing in documents?

Written by Support Team
Updated over a week ago

How to add the Package list to the invoice?

Written by Support Team
Updated over a week ago

How to add eway bill number in the invoice?

Written by Support Team
Updated over a week ago

Can we create a document without sending its email to counterparty?

Written by Support Team
Updated over a week ago

Where can I add attachments in documents?

Written by Support Team
Updated over a week ago

Why can't I find edit profile option in transactions?

Written by Support Team
Updated over a week ago

Can I edit the proforma invoice if it is already save and send?

Written by Support Team
Updated over a week ago

How to inward extra material received against the purchase order

Written by Support Team
Updated over a week ago

How can I convert sales quotation (SQ) to order confirmation (OC)?

Converting Sales Quotation (SQ) to Order Confirmation (OC)

Written by Support Team
Updated over a week ago

The document Number field is blank while creating the document

Written by Support Team
Updated over a week ago

Can we add additional items in proforma or invoice after OC?

Written by Support Team
Updated over a week ago

How can I Create GRN / QIR against an Inward?

Create GRN / QIR

Written by Support Team
Updated over a week ago

How can I create an invoice for a Service Confirmation(SC)?

Create an invoice against a Service confirmation(SC)

Written by Support Team
Updated over a week ago

How to create delivery challan against a Service Order (SO)?

Create Delivery Challan

Written by Support Team
Updated over a week ago

How can I create a delivery challan against a Service Confirmation(SC)?

Create Delivery Challan against a Service Confirmation(SC)

Written by Support Team
Updated over a week ago

What is show comment option in transaction timeline?

Written by Support Team
Updated over a week ago

Where can I find the option to create Purchase Order (PO) from Request For Quotation (RFQ)?

Written by Support Team
Updated over a week ago

What should I do if 500 Error is showing while creating the document?

Written by Support Team
Updated over a week ago

Can I add email Id of counterparty user while creating documents?

Written by Support Team
Updated over a week ago

How can I punch the invoice (received from supplier) against the Service Order?

Punching an invoice against the service order

Written by Support Team
Updated over a week ago

How can I create an Inward against a Service Confirmation(SC)?

Create an Inward against a Service Confirmation(SC)

Written by Support Team
Updated over a week ago

Invoice showing insufficient stock even after creating the GRN?

If you have taken GRN of an trading item and still its showing you insufficient stock while creating invoice

Written by Support Team
Updated over a week ago

How can I create a Delivery Challan for an Order Confirmation (OC)?

Create a Delivery Challan for an Order Confirmation (OC)

Written by Support Team
Updated over a week ago

How can I create an Inward against a Service Order (SO)?

Create an Inward

Written by Support Team
Updated over a week ago

How can I create proforma invoice for an Order Confirmation (OC)?

Create Proforma Invoice for an Order Confirmation (OC)

Written by Support Team
Updated over a week ago

How can I create a Service Confirmation(SC)?

Creating a service confirmation(SC)

Written by Support Team
Updated over a week ago

How can I create a Credit Note (CN)?

Create Credit Note (CN)

Written by Support Team
Updated over a week ago

How can I punch a Proforma Invoice (PI) against a Purchase Order (PO)?

Punching a Proforma Invoice (PI)

Written by Support Team
Updated over a week ago

How can I punch a Tax Invoice against a Purchase Order (PO)?

Punching a Tax Invoice

Written by Support Team
Updated over a week ago

Where can I create a Debit Note (DN) for a transaction?

Punching a debit note

Written by Support Team
Updated over a week ago

How can I amend a Service Order (SO)?

Amend a Service Order(SO)

Written by Support Team
Updated over a week ago

How can I Amend an Order Confirmation(OC)?

Amend an Order Confirmation (OC)

Written by Support Team
Updated over a week ago

Why is my customer not getting emails for Invoice/PO/document I generated in TranZact?

Written by Support Team
Updated over a week ago

What can I do if my comment exceeds the character limit for the comment section?

Comment character limit

Written by Support Team
Updated over a week ago

Can I create separate payments for multiple PO's associated with a single invoice?

Separate payments for Multiple Purchase orders (PO's)

Written by Support Team
Updated over a week ago

Where can I create Tags in TranZact?

Creating Tags in TranZact

Written by Support Team
Updated over a week ago

Why can't I see service items in the Service Order (SO)?

Can't see service items in an Service order(SO)

Written by Support Team
Updated over a week ago

How can I amend a Service confirmation(SC)?

Amending a service confirmation(SC)

Written by Support Team
Updated over a week ago

Counterparty not showing while creating Purchase Order(PO)?

Written by Support Team
Updated over a week ago

Where can I create a Purchase Order(PO) in TranZact?

Create a Purchase Order(PO) in TranZact

Written by Support Team
Updated over a week ago

How make inward if received quantity is greater than the ordered quantity?

If you have received more quantity than what you have ordered

Written by Support Team
Updated over a week ago

What is Tags in transaction & how to use it?

Written by Support Team
Updated over a week ago

Why transaction is showing Partially Delivered?

Written by Support Team
Updated over a week ago

Why I am unable to cancel a transaction?

Unable to cancel a transaction.

Written by Support Team
Updated over a week ago

Why is commercial invoice is written on the export invoices?

Written by Support Team
Updated over a week ago

Why can't I edit the draft document?

Written by Support Team
Updated over a week ago

Can we change the quantity in any document?

Written by Support Team
Updated over a week ago

How to send "Dispatch Details" to Customer?

Written by Support Team
Updated over a week ago

How to short close an order?

Written by Support Team
Updated over a week ago

Where will the custom field added in item details be reflected in the documents?

Written by Support Team
Updated over a week ago

Why can't I amend Order Confirmation (OC) or a Purchase Order (PO)?

Written by Support Team
Updated over a week ago

How to create a document for special economic zone(SEZ)?

Written by Support Team
Updated over a week ago

Will my previous document get affected if I change the company details?

Written by Support Team
Updated over a week ago

Can I punch purchase invoice without creating the Purchase Order(PO)?

Written by Support Team
Updated over a week ago

How to create a document in foreign currency?

Written by Support Team
Updated over a week ago

How to "Save and Send" the draft document

Written by Support Team
Updated over a week ago

What is comment in transaction timeline?

Written by Support Team
Updated over a week ago

Why "Grand Total" is showing zero in the document

Written by Support Team
Updated over a week ago

My Document view is not proper in TranZact

Written by Support Team
Updated over a week ago

New Transaction Dashboard

As you can see transaction dashboard is completely updated, please check below article to know more about it.

Written by Support Team
Updated over a week ago

What is the limit of the document upload in TranZact?

Written by Support Team
Updated over a week ago

How can I process store approval after GRN/QIR?

Written by Support Team
Updated over a week ago

How can I create a GRN/QIR against an Inward?

Create a GRN/QIR against an Inward

Written by Support Team
Updated over a week ago

Advance payment and punching Advance Receipt Voucher (ARV) in a Purchase Transaction:

Written by Support Team
Updated over a week ago

How can I create an Inward against a purchase order (PO)?

Create Inward against a purchase order (PO)

Written by Support Team
Updated over a week ago

How can I amend a purchase order (PO)?

Amend a purchase order (PO)

Written by Support Team
Updated over a week ago

Can I create a purchase order (PO) from a request for quotation (RFQ)?

Create Purchase Order from request for quotation (RFQ)

Written by Support Team
Updated over a week ago

Can we directly create a purchase invoice?

Written by Support Team
Updated over a week ago

What are Adhoc invoices?

Written by Support Team
Updated over a week ago

Counterparty added in the network but not showing while creating document?

Written by Support Team
Updated over a week ago

Why am I not able to see debit/credit note option in invoice?

Written by Support Team
Updated over a week ago

How to tag a team member in the transaction timeline?

Written by Support Team
Updated over a week ago

How to search for a particular transaction?

Written by Support Team
Updated over a week ago

How to search for cancelled transactions?

Written by Support Team
Updated over a week ago

Full quantity is not received still transaction status is showing received?

Written by Support Team
Updated over a week ago

Can I create debit/credit note for only additional charges?

Written by Support Team
Updated over a week ago

What is the difference between cancelling an entire transaction and cancelling a particular document in the transaction?

Written by Support Team
Updated over a week ago

I cant see the upload document option in the transaction timeline?

Written by Support Team
Updated over a week ago

How to return goods which have been rejected in testing?

Written by Support Team
Updated over a week ago

How to send additional documents to counterparty after a document is created?

Written by Support Team
Updated over a week ago

How can I attach tags to multiple transaction in one go?

Written by Support Team
Updated over a week ago

Why can't I see cancel option in document

Written by Support Team
Updated over a week ago

Why is the cancel option is not available in the invoice?

Written by Support Team
Updated over a week ago

How to cancel the document?

Written by Support Team
Updated over a week ago

Missing Foreign Currency Symbol in Document?

Written by Support Team
Updated over a week ago

How to update the opening balance of counter-party

Bulk upload "Opening Balance" of counter-parties in Tranzact network.

Written by Support Team
Updated over a week ago

How to log payment for TDS in Payment?

Written by Support Team
Updated over a week ago

How to cancel payment entry?

Written by Support Team
Updated over a week ago

Can I maintain my bank account in TranZact?

Written by Support Team
Updated over a week ago

How can I revert the TDS entry?

Written by Support Team
Updated over a week ago

Where can I find payments in TranZact?

Finding payments in TranZact

Written by Support Team
Updated over a week ago

Log a Payment against Invoice (Sales)

Log a Payment against Invoice

Written by Support Team
Updated over a week ago

How can I log a payment against a Tax Invoice (Purchase)?

Log a payment

Written by Support Team
Updated over a week ago

Why I am not able to split payment?

Written by Support Team
Updated over a week ago

Error showing while logging payment for multiple counterparties.

Written by Support Team
Updated over a week ago

Why can't I see the export invoice in Payments module?

Written by Support Team
Updated over a week ago

How to log partial payment against an invoice?

Written by Support Team
Updated over a week ago

What is Company Ledger option under the category in Payments module

Written by Support Team
Updated over a week ago

What is mark paid option while logging payments?

Written by Support Team
Updated over a week ago

Where can I see all logged payments?

Written by Support Team
Updated over a week ago

What is the amount set off in payments module?

Written by Support Team
Updated over a week ago

How to cut TDS against Invoice?

Cut TDS against Invoice

Written by Support Team
Updated over a week ago

How to log multiple payments at a time?

Written by Support Team
Updated over a week ago

How can I log a payment against a service confirmation?

Log a Payment against Invoice of Service Confirmation

Written by Support Team
Updated over a week ago

Where can I see a Service Confirmation(SC)?

Written by Support Team
Updated over a week ago

Where can I see an Order Confirmation(OC)?

Written by Support Team
Updated over a week ago

How many documents can I download at a time from all documents module?

Written by Support Team
Updated over a week ago

Where can I see my Purchase Orders(PO)?

Written by Support Team
Updated over a week ago

Where can I see a Delivery Challan(DC)?

Written by Support Team
Updated over a week ago

What are the different types of filters in all documents?

Written by Support Team
Updated over a week ago

Where can I see a GRN/QIR?

Written by Support Team
Updated over a week ago

What does Other means in All Documents for Invoices?

Written by Support Team
Updated over a week ago

Where can I see a Delivery Challan (Purchase Return)?

Written by Support Team
Updated over a week ago

How to edit a service?

Written by Support Team
Updated over a week ago

How can I save a document as a PDF in TranZact?

Save Purchase Order, Invoice, RFQ, SQ, Service Order, Order Confirmation as PDFs

Written by Support Team
Updated over a week ago

Where can I find My Invoice?

Written by Support Team
Updated over a week ago

Where can I see my Service Orders(SO)?

Written by Support Team
Updated over a week ago

Where can I see my invoices?

Finding Invoices

Written by Support Team
Updated over a week ago

Where can I see all my invoices?

See my invoices

Written by Support Team
Updated over a week ago

Where can I see a Credit Note(CN)?

Written by Support Team
Updated over a week ago

Where can I see a Receipt Voucher(RV)?

Written by Support Team
Updated over a week ago

Where can I find a Purchase Order (PO) in TranZact?

Finding a Purchase order(PO) in TranZact

Written by Support Team
Updated over a week ago

Where can I see Adhoc Invoices?

Find your Adhoc Invoices

Written by Support Team
Updated over a week ago

Where can I find a Debit Note(DN) in TranZact?

Find a Debit Note(DN)

Written by Support Team
Updated over a week ago

Where can I find an Inward document in TranZact?

Finding an Inward document in TranZact

Written by Support Team
Updated over a week ago

Where can I find a Proforma Invoice (PI) in TranZact?

Find a Proforma Invoice (PI)

Written by Support Team
Updated over a week ago

Where can I find a Service Order(SO) in TranZact?

Finding service orders(SO) in TranZact

Written by Support Team
Updated over a week ago

How to send Purchase Order for approvals?

Written by Support Team
Updated over a week ago

How to withdraw approvals from PO and then amend it?

Written by Support Team
Updated over a week ago

How to withdraw approval?

Withdraw approval from the approved document

Written by Support Team
Updated over a week ago

What is the difference between "Approve and Send" & "Approve" in the Approval module?

Written by Support Team
Updated over a week ago

Where can I check the history of the approved/rejected document sent for approval?

Written by Support Team
Updated over a week ago

Where can I approve a document in TranZact?

Approving a document in TranZact

Written by Support Team
Updated over a week ago

How to add an approval rule for invoices?

Written by Support Team
Updated over a week ago

How to add an approval rule for Order Confirmation (OC)?

Written by Support Team
Updated over a week ago

How to add an approval rule for Sales Quotation (SQ)?

Written by Support Team
Updated over a week ago

How to add approval rule for Purchase Order (PO)?

Written by Support Team
Updated over a week ago

What are the documents for which I can set a rule for approval?

Written by Support Team
Updated over a week ago

What are the three rules of approvals?

Written by Support Team
Updated over a week ago

How to reject the approval?

Written by Support Team
Updated over a week ago

How to edit the approval rule?

Written by Support Team
Updated over a week ago

Approval rule is added but documents not received for approval?

Written by Support Team
Updated over a week ago

How to reject documents received for approval?

Written by Support Team
Updated over a week ago

What is the default option while setting the Approval rule?

Written by Support Team
Updated over a week ago

What is Credit Limit in Approvals?

Written by Support Team
Updated over a week ago

Can I approve multiple documents at a time?

Written by Support Team
Updated over a week ago

How to delete an attachment from item details?

Written by Support Team
Updated over a week ago

How to delete or edit a service?

Written by Support Team
Updated over a week ago

How can I create a delivery challan after bulk stock transfer?

Written by Support Team
Updated over a week ago

How many items we can add to excel file while doing physical stock reconciliation?

Written by Support Team
Updated over a week ago

What does each color highlighted items mean in inventory?

Written by Support Team
Updated over a week ago

Can I edit the inventory approval quantity?

Written by Support Team
Updated over a week ago

Can I give permission for bulk stock transfer & physical stock reconciliation (PSR) separately?

Written by Support Team
Updated over a week ago

How to create challan/invoice after bulk stock transfer?

Written by Support Team
Updated over a week ago

What is Duplicate Product and how can we use it?

Written by Support Team
Updated over a week ago

Item not showing in Sales Document?

Written by Support Team
Updated over a week ago

Will my stock add in inventory if I cancel the Sales Invoice?

Written by Support Team
Updated over a week ago

How to remove bulk manual adjustment permission?

Written by Support Team
Updated over a week ago

How can I add a service in my Inventory?

Adding a new service

Written by Support Team
Updated over a week ago

How can I add Bar Codes to my Inventory?

Adding Bar Codes

Written by Support Team
Updated over a week ago

How can I approve or reject requests in Inventory?

Inventory approval or Rejection

Written by Support Team
Updated over a week ago

How can I do physical stock reconciliation?

Physical stock reconciliation

Written by Support Team
Updated over a week ago

How can I do Bulk Manual Adjustment?

Bulk Manual Adjustment in TranZact

Written by Support Team
Updated over a week ago

How can I make a stock transfer in TranZact?

Making a stock transfer

Written by Support Team
Updated over a week ago

How can I manage the store approval process in TranZact?

Inventory and store approval

Written by Support Team
Updated over a week ago

How can I bulk transfer items from my Inventory?

Transfer all items in Inventory

Written by Support Team
Updated over a week ago

How can I amend an Item?

Amending an Item

Written by Support Team
Updated over a week ago

How can I see Items of a particular Inventory Store?

Selecting the Inventory Store

Written by Support Team
Updated over a week ago

Where can I find and create a vendor mapping in TranZact?

Finding, Creating Vendor Mappings

Written by Support Team
Updated over a week ago

Can I change the unit of an item?

Written by Support Team
Updated over a week ago

Where can I see my added barcode?

Written by Support Team
Updated over a week ago

Can I fix the rate of a particular item for a particular customer in TranZact?

Written by Support Team
Updated over a week ago

What is the transfer price in Physical Stock Reconciliation (PSR)?

Written by Support Team
Updated over a week ago

Can we fix the payment term for counterparties?

Written by Support Team
Updated over a week ago

Where to see all the Production Order irrespective of their stage?

What is "ALL" tab in Production Order?

Written by Support Team
Updated over a week ago

Where can I log extra expenses of production?

Written by Support Team
Updated over a week ago

How can I outsource the child BOM process?

Written by Support Team
Updated over a week ago

Can I change the targeted quantity of the production order?

Written by Support Team
Updated over a week ago

BOM items not showing in production order

Written by Support Team
Updated over a week ago

Where can I check one RM is used in how many BOM?

Written by Support Team
Updated over a week ago

How to revert a Sub Contract?

Written by Support Team
Updated over a week ago

What is BOM Cost & how to check it?

Cost of BOM, Average Pricing, FIFO Pricing, Latest Price, Default Price

Written by Support Team
Updated over a week ago

How to change production order status in bulk?

Automate production.

Written by Support Team
Updated over a week ago

How to Duplicate Bill of Material(BOM)?

Written by Support Team
Updated over a week ago

How to edit Bill of Material(BOM)?

Written by Support Team
Updated over a week ago

"Complete" option is not available in the production process.

Written by Support Team
Updated over a week ago

Why the price of some items showing as "0" in BOM cost?

Written by Support Team
Updated over a week ago

How to choose alternate BOM ?

If more than 1 BOM is present for that product.

Written by Support Team
Updated over a week ago

Can we remove any raw material from the Production Order which is in WIP?

Written by Support Team
Updated over a week ago

Where can I find an option to select multiple stores for issuing raw material?

Written by Support Team
Updated over a week ago

Will my production order cancel if I cancel/amend the order confirmation (OC)?

Written by Support Team
Updated over a week ago

How to create the BOM?

Written by Support Team
Updated over a week ago

How to return raw material to store if it is issued extra in the production?

Written by Support Team
Updated over a week ago

Can I enter Bill of Material (BOM) document number manually?

Entering the Bill of Material(BOM) number manually

Written by Support Team
Updated over a week ago

How can I create a child Bill of Material(BOM) in TranZact?

Creating a child Bill of Material(BOM) in TranZact

Written by Support Team
Updated over a week ago

Where can I find, edit, add and delete routings in TranZact?

Finding, adding, editing and deleting routings

Written by Support Team
Updated over a week ago

How can I create a sub-contract in TranZact?

Creating a Sub-contract in TranZact

Written by Support Team
Updated over a week ago

How can I do finished good testing after production?

Finished Good testing

Written by Support Team
Updated over a week ago

How can I add finished goods in a process?

Adding finished goods in a process

Written by Support Team
Updated over a week ago

How can I issue raw materials in a process?

Issuing raw materials in a process

Written by Support Team
Updated over a week ago

How can I add new items in a process not present in the bill of materials (BOM)?

Add new items in a Process, Add Items not present in BOM

Written by Support Team
Updated over a week ago

How can I create a process for a partial work order?

Creating a process for a partial work order

Written by Support Team
Updated over a week ago

How can I plan a production?

Written by Support Team
Updated over a week ago

How can I convert a work order into a process?

Convert a work order to a process

Written by Support Team
Updated over a week ago

What is the barcode number in production order?

Written by Support Team
Updated over a week ago

What is the Process cost in production order?

Written by Support Team
Updated over a week ago

How to print the production order?

Written by Support Team
Updated over a week ago

Where can I log extra expenses of production?

Written by Support Team
Updated over a week ago

How to move a production order from the planned stage?

Written by Support Team
Updated over a week ago

What changes can be done once the production order is planned?

Written by Support Team
Updated over a week ago

How to delete a work order?

Written by Support Team
Updated over a week ago

What is a scrap section in production order?

Written by Support Team
Updated over a week ago

What should we add in the reference number while creating a production order?

Written by Support Team
Updated over a week ago

What is the outsource option in production order?

How to outsource some part of the production

Written by Support Team
Updated over a week ago

What will happen if we cancel the Work in Progress (WIP)/completed production order?

Written by Support Team
Updated over a week ago

How to revert a completed production order?

Written by Support Team
Updated over a week ago

How to delete BOM?

Written by Support Team
Updated over a week ago

Can I run the production order separately for child Bill of Material (BOM)?

Written by Support Team
Updated over a week ago

Can we cancel the production order once created?

Written by Support Team
Updated over a week ago

Can I print my BOM?

Written by Support Team
Updated over a week ago

Can I attach the drawing in Bill of Materials (BOM)?

Written by Support Team
Updated over a week ago

What is cost allocation in Bill of Materials(BOM)?

Written by Support Team
Updated over a week ago

What is Bulk Action option in production order?

Written by Support Team
Updated over a week ago

What is the Master Process in production order?

Written by Support Team
Updated over a week ago

How to link child Bill of Materials (BOM) to parent Bill of Materials (BOM) if it is not linked?

Written by Support Team
Updated over a week ago

What is the normal view and exploded view in the save spreadsheet option?

Written by Support Team
Updated over a week ago

What is MSL function in MRP module?

Written by Support Team
Updated over a week ago

Which BOM will consider in MRP if Two BOM are present for the same item in TranZact?

Written by Support Team
Updated over a week ago

Why MRP report showing "0" in to be ordered when MSL is ticked?

Written by Support Team
Updated over a week ago

How to check where the quantity is blocked in MRP report?

Written by Support Team
Updated over a week ago

What is the Trading option in MRP module?

Written by Support Team
Updated over a week ago

Can I generate MRP for all my open orders?

Written by Support Team
Updated over a week ago

Can I get the value of the total ordered quantity of the raw material for any Order Confirmation (OC)?

Written by Support Team
Updated over a week ago

What is the Order Confirmation report in MRP?

Written by Support Team
Updated over a week ago

What is the process details in MRP?

Written by Support Team
Updated over a week ago

What is finished goods details in MRP?

Written by Support Team
Updated over a week ago

Can I generate MRP for different stores?

Written by Support Team
Updated over a week ago

Can I check-in MRP reports whether the BOM is created for the item or not?

Written by Support Team
Updated over a week ago

How to revert the sub contract?

Written by Support Team
Updated over a week ago

How to create service order (SO) for sub contract?

Written by Support Team
Updated over a week ago

How to send material against sub contract service order?

Written by Support Team
Updated over a week ago

How to search for a Counter-Party in Local Network and edit?

Written by Support Team
Updated over a week ago

How to enable TCS for Countr-Party?

Written by Support Team
Updated over a week ago

How to change the counterparty type?

Written by Support Team
Updated over a week ago

Can we add a counter-party without a GSTIN number?

Written by Support Team
Updated over a week ago

How does reference id work

Written by Support Team
Updated over a week ago

What is Invitation Sent & Invitation Received in the Network module?

Written by Support Team
Updated over a week ago

How to select a state for a foreign country while adding an address?

Written by Support Team
Updated over a week ago

How to add Email Id in counter-party details?

Written by Support Team
Updated over a week ago

If I made changes in Counter-party details will that affect the old document?

Written by Support Team
Updated over a week ago

How to add a third party address in counterparty?

Written by Support Team
Updated over a week ago

Where can I manage counterparty details in TranZact?

Manage counterparty details

Written by Support Team
Updated over a week ago

How can I add a new Counterparty in TranZact?

Adding a new Counterparty/Company to your network

Written by Support Team
Updated over a week ago

How to check if the counterparty exists in the TranZact network?

Written by Support Team
Updated over a week ago

How can I edit the billing address of a counterparty?

Written by Support Team
Updated over a week ago

How to add GSTIN in the billing address of the counter-party?

Written by Support Team
Updated over a week ago

How can I edit the delivery location of a counterparty?

Written by Support Team
Updated over a week ago

How to add GSTIN in the delivery location of counterparty?

Written by Support Team
Updated over a week ago

How to add GSTIN in counterparty details?

Written by Support Team
Updated over a week ago

How to add tags to the counter-party in the network module?

Written by Support Team
Updated over a week ago

How to rename a counterparty?

Written by Support Team
Updated over a week ago

Where can I see the opening balance of a counter-party?

Written by Support Team
Updated over a week ago

How to change counterparty type

Written by Support Team
Updated over a week ago

How to remove or Blacklist a counterparty?

Written by Support Team
Updated over a week ago

Why there are two search bars in the network module?

Written by Support Team
Updated over a week ago

How to add key members in Company Profile?

Written by Support Team
Updated over a week ago

How to edit details in Company Profile?

Written by Support Team
Updated over a week ago

Purchase Order (Item-Wise) report according to Item category.

Written by Support Team
Updated over a week ago

How to see all OC or Sales Order whose Invoice is completed?

Written by Support Team
Updated over a week ago

How to find received items against PO?

Written by Support Team
Updated over a week ago

Where to find pending items against PO?

Written by Support Team
Updated over a week ago

Where to see all BOM for item (Item BOM) Report?

Written by Support Team
Updated over a week ago

How to check report of purchase orders (PO) raised by counterparty using TranZact?

Written by Support Team
Updated over a week ago

How to check report of purchase orders (PO) raised by counterparty?

Written by Support Team
Updated over a week ago

Invoice details not showing in the inward register?

Written by Support Team
Updated over a week ago

How to check the daily production report?

Written by Support Team
Updated over a week ago

What does pending filter mean in the sales invoice register?

Written by Support Team
Updated over a week ago

Not able to see billing and delivery location in sales invoice register report

Written by Support Team
Updated over a week ago

How to check all items below minimum stock level and above maximum stock level?

Written by Support Team
Updated over a week ago

How to check balance quantity of Purchase Order (PO)?

Written by Support Team
Updated over a week ago

How to take a printout of the Ledger?

Written by Support Team
Updated over a week ago

How to check the total valuation of Inventory?

Written by Support Team
Updated over a week ago

What is the Sales Order (ItemWise) Report?

Sales Order (ItemWise) Report

Written by Support Team
Updated over a week ago

I want to do my own analysis on the report data. How can get the data in my report in excel format?

Downloading Report Data

Written by Support Team
Updated over a week ago

How to download the list of pending purchase order?

Written by Support Team
Updated over a week ago

What is the Purchase Order (Item-wise) Report?

Purchase Order (Item-wise) Report

Written by Support Team
Updated over a week ago

I can’t see all my reports. How can I activate a report in TranZact?

Activating Reports

Written by Support Team
Updated over a week ago

What is the Purchase Invoice Register Report?

Purchase Invoice Register Report

Written by Support Team
Updated over a week ago

Where can I find the Inventory/Stock reports in TranZact?

Inventory, Stock Reports

Written by Support Team
Updated over a week ago

How to check all pending receivable?

Written by Support Team
Updated over a week ago

Where can I see the MRP report in TranZact?

MRP Report

Written by Support Team
Updated over a week ago

What reports can I find in TranZact?

Reports in TranZact

Written by Support Team
Updated over a week ago

Where can I find the Stock Movement Register?

Written by Support Team
Updated over a week ago

Where can I find the Production Reports in TranZact?

Production Reports

Written by Support Team
Updated over a week ago

Where can I find the New Product report?

Written by Support Team
Updated over a week ago

What is the Sales Order Register Report?

Sales Order Register Report

Written by Support Team
Updated over a week ago

Where can I find the Missing Bar code report?

Written by Support Team
Updated over a week ago

How to download inventory master in excel?

Written by Support Team
Updated over a week ago

Where can I find the Bar code report?

Written by Support Team
Updated over a week ago

How to check dispatch details?

Written by Support Team
Updated over a week ago

Where can I find the Item Stage report?

Written by Support Team
Updated over a week ago

How to select multiple columns in the reports?

Written by Support Team
Updated over a week ago

Where can I find the Rejection report?

Written by Support Team
Updated over a week ago

What is the Sales Invoice Register (Item) Report?

Sales Invoice Register (Item) Report

Written by Support Team
Updated over a week ago

Where can I find the Issuance report?

Written by Support Team
Updated over a week ago

Where can I find the Item Price report?

Written by Support Team
Updated over a week ago

Where can I find the sales reports in TranZact?

Sales Reports

Written by Support Team
Updated over a week ago

What is the Company Ledger Voucher Report?

Company Ledger Voucher Report

Written by Support Team
Updated over a week ago

Where can I find the Stock Adjustment report?

Written by Support Team
Updated over a week ago

Where can I find the Stock Transfer report?

Written by Support Team
Updated over a week ago

What is the Sales Invoice Register Report?

Sales Invoice Register Report?

Written by Support Team
Updated over a week ago

What is the Creditors Ageing Info Report?

Creditors Info Report

Written by Support Team
Updated over a week ago

Where can I find the Product Ageing Inventory report?

Written by Support Team
Updated over a week ago

Where can I find purchase reports in TranZact?

Purchase Reports

Written by Support Team
Updated over a week ago

Where can I find the Single Item Production report?

Written by Support Team
Updated over a week ago

What is the Creditors Info Report?

Creditors Info Report

Written by Support Team
Updated over a week ago

Where can I find the FG Testing report?

Written by Support Team
Updated over a week ago

What is the Debtors Ageing Info Report?

Debtors Ageing Info Report

Written by Support Team
Updated over a week ago

Where can I find the Process History report?

Written by Support Team
Updated over a week ago

What is the Debtors Info Report?

Debtors Info Report

Written by Support Team
Updated over a week ago

Where can I find the Process Routing report?

Written by Support Team
Updated over a week ago

Where can I find the Negative Stock report?

Written by Support Team
Updated over a week ago

Where can I find the BOM Amendment report?

Written by Support Team
Updated over a week ago

How to check the daily production report?

Written by Support Team
Updated over a week ago

Where can I see who has added the new product in the system?

Written by Support Team
Updated over a week ago

What is the item BOM report?

Written by Support Team
Updated over a week ago

Where can I see which approval was accepted by whom in Reports?

Written by Support Team
Updated over a week ago

What are the different date filters available in Business Intelligence?

Written by Support Team
Updated over a week ago

Why there is a difference between Report data and BI data?

Written by Support Team
Updated over a week ago

How does MoM growth work in Business Intelligence (BI)?

Written by Support Team
Updated over a week ago

Where can I see sales data(OC) in Business Intelligence?

Written by Support Team
Updated over a week ago

Where can I see sales invoice data in Business Intelligence?

Written by Support Team
Updated over a week ago

Where can I see purchase order data in Business Intelligence?

Written by Support Team
Updated over a week ago

Where can I see Accounts data in Business intelligence?

Written by Support Team
Updated over a week ago

Where can I see sales quotation data in Business Intelligence?

Written by Support Team
Updated over a week ago

What are the data cards showing in Sales Order in Business Intelligence (BI)?

Written by Support Team
Updated over a week ago

What are the data cards showing in Purchases in Business Intelligence (BI)?

Written by Support Team
Updated over a week ago

What are the data cards showing in Quotations in Business Intelligence (BI)?

Written by Support Team
Updated over a week ago

"You don't have permission to view this" is showing in Business Intelligence?

Written by Support Team
Updated over a week ago

Where can I select a custom date range in Business Intelligence?

Written by Support Team
Updated over a week ago

What are the data cards showing in Accounts in Business Intelligence (BI)?

Written by Support Team
Updated over a week ago

How to check the next 7 days' purchase deliveries?

Written by Support Team
Updated over a week ago

How to read the sales quotations graph in BI?

Written by Support Team
Updated over a week ago

How to read the account data graph in Business Intelligence (BI)?

- check first point

Written by Support Team
Updated over a week ago

How to check the next 7 days dispatches?

Written by Support Team
Updated over a week ago

Why undefined showing in product category pie chart in Business Intelligence (BI)?

Written by Support Team
Updated over a week ago

Why adding a category in inventory master is important?

Written by Support Team
Updated over a week ago

Purchase invoice is punched but not showing in tally integration module

Written by Support Team
Updated over a week ago

Invoice of TranZact not flowing to tally

Written by Support Team
Updated over a week ago

What is UnMapped section in Tally Integration?

Written by Support Team
Updated over a week ago

What is the Purchase Invoice Register (Item-wise) Report?

Purchase Invoice Register (Item-wise) report

Written by Support Team
Updated over a week ago

Where can I add Journal Ledger?

Written by Support Team
Updated over a week ago

Where can I add ledger for Tax Percentage?

Written by Support Team
Updated over a week ago

Where can I add ledger for round off, extra charges & discount?

Written by Support Team
Updated over a week ago

Why cost Break-up error showing in Extension?

Written by Support Team
Updated over a week ago

Invoices not showing in Tally Report?

Written by Support Team
Updated over a week ago

Conflict Entry showing while Tally Integration?

Written by Support Team
Updated over a week ago

Error showing "Accounting ledger not available in Tally ERP server".

If you are facing the error like "Accounting ledger not available in Tally ERP server"

Written by Support Team
Updated over a week ago

Company name mismatch error showing while in tally extension

If you are showing "Error! Tally Company Mismatch" in extension

Written by Support Team
Updated over a week ago

Can we flow comment of the item Tally?

Written by Support Team
Updated over a week ago

Purchase voucher option not available while integrating invoices?

Written by Support Team
Updated over a week ago

Why can't I see a purchase invoice in Tally Integration Module?

Can't see purchase invoice from TranZact in Tally

Written by Support Team
Updated over a week ago

How to add, remove and amend Tally ledgers in TranZact?

Adding, Removing and Amending Tally Ledgers

Written by Support Team
Updated over a week ago

Where can I find tally ledgers in TranZact?

Tally Ledgers in TranZact

Written by Support Team
Updated over a week ago

How to download TranZact Chrome extension for Tally Integration?

Written by Support Team
Updated over a week ago

Make Approval Manual

Written by Support Team
Updated over a week ago

How to add or edit Transporter Details in Tranzact?

Written by Support Team
Updated over a week ago

How to edit or add the billing/Delivery address for your company?

Written by Support Team
Updated over a week ago

How to enable Vendor Code for Invoice?

Written by Support Team
Updated over a week ago

How to get "Sum of Quantity" for Documents.

Written by Support Team
Updated over a week ago

How to add a new custom field?

If you want to add any additional field in your document primary details or against every Item, you can use custom field option.

Written by Support Team
Updated over a week ago

What is "View User Connected Document" permission and how to use it?

Written by Support Team
Updated over a week ago

Custom Field data not fetching in next document?

Written by Support Team
Updated over a week ago

How can I add new series for document number?

Written by Support Team
Updated over a week ago

How to change the team of the user?

Written by Support Team
Updated over a week ago

Why can't I see documents created by other team members?

Written by Support Team
Updated over a week ago

How to restrict documentation & production if the stock goes negative?

Written by Support Team
Updated over a week ago

How to Add Update or Delete Terms and Conditions?🎥

Written by Support Team
Updated over a week ago

How to select a default store for any document created?

Selecting a default store

Written by Support Team
Updated over a week ago

How to add/edit the stock store and reject store?

Adding, editing and rejecting store

Written by Support Team
Updated over a week ago

How to add/edit document format no. (payment documents)?

Add/edit document format no. (payment documents)

Written by Support Team
Updated over a week ago

How to add logistic details?

Add Logistics details

Written by Support Team
Updated over a week ago

Where can I find, add and update tax details to be shown in transactions in TranZact?

Finding, adding and updating tax details

Written by Support Team
Updated over a week ago

How can I add, update, and delete Terms and Conditions in TranZact?

Adding, amending and deleting terms and conditions in TranZact

Written by Support Team
Updated over a week ago

How can I add a new member to a Team in TranZact?

Adding a new team member

Written by Support Team
Updated over a week ago

Where can I find a custom item field in TranZact?

Adding a custom item field in TranZact

Written by Support Team
Updated over a week ago

Where can I add delivery locations in TranZact?

Add Delivery Locations in TranZact

Written by Support Team
Updated over a week ago

How to delete teams in TranZact?

Deleting Teams

Written by Support Team
Updated over a week ago

Can I add multiple Units of Measurement in TranZact?

Add multiple units of measurement

Written by Support Team
Updated over a week ago

Where can I find and add a custom document field in TranZact?

Adding a custom document field in a document

Written by Support Team
Updated over a week ago

How to amend teams in TranZact?

Amend Teams

Written by Support Team
Updated over a week ago

Can I add details of Multiple Banks in TranZact?

Add details of Multiple Banks to TranZact

Written by Support Team
Updated over a week ago

Why can't I view a specific document/report? How can I change team permissions?

Document and Report Permissions

Written by Support Team
Updated over a week ago

Where can I add a new Unit of measurement(UOM) in TranZact?

Add an a new Unit of measurement(UOM)

Written by Support Team
Updated over a week ago

Where can I find delivery locations in TranZact?

Find Delivery locations

Written by Support Team
Updated over a week ago

How can I add/create a team in TranZact?

Add, Create Teams in TranZact

Written by Support Team
Updated over a week ago

Where can I delete delivery locations in TranZact?

Delete delivery locations in TranZact

Written by Support Team
Updated over a week ago

Where can I see my team in TranZact?

Teams, Settings, Users

Written by Support Team
Updated over a week ago

Why don't I have permissions to see (module/report/settings)?

User permissions and settings

Written by Support Team
Updated over a week ago

Where can I find user profile(s) in Tranzact?

Find user profiles to see, add, remove and edit user information

Written by Support Team
Updated over a week ago

How to edit a custom field?

Written by Support Team
Updated over a week ago

What is negative stock restriction in Settings?

Written by Support Team
Updated over a week ago

Can I change the permission of a single user of a particular team?

Written by Support Team
Updated over a week ago

How to fetch custom field from one document to another?

Written by Support Team
Updated over a week ago

How can I pause the account access of a particular user?

Written by Support Team
Updated over a week ago

Where can I check the GST filing reports?

Written by Support Team
Updated over a week ago