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Frequently Asked Questions (FAQ)
Frequently Asked Questions (FAQ)
Module wise article to solve your queries/doubts
464 articles in this collection
Written by
Support Team
Quotations
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
Transactions
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
Can I update my stock through inward document instead of GRN?
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
Where can I create Service Order(SO) in TranZact?
Create Service Order(SO) in TranZact
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
How can I create a purchase order (PO)?
Create a purchase order (PO)
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
Payments
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
All Documents
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
Approvals
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
Inventory
Can we update the backdated stock in the inventory?
Written by
Support Team
Updated over a week ago
Can I add items in bulk?
Headers used to upload items in bulk
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
How to delete an Item?
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
Not able to add Item in inventory.
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 edit an Item Category?
Editing an Item Category
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 add a new Item Category?
Adding a new item category
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
How can see the Inventory history of an Item?
Inventory history of Items
Written by
Support Team
Updated over a week ago
How can I find an Item in the Store?
Find an item in the 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
Where do I create an invoice for Bulk Stock Transfer?
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
After doing Physical Stock Reconciliation (PSR) why is stock is not reflecting in inventory?
Written by
Support Team
Updated over a week ago
Production
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
How can I create a work order from an Order confirmation (OC)?
Create a work order
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
MRP
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
Sub Contract
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
Network
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 I create the counterparty in bulk?
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
Company Profile
How to add key members in Company Profile?
Written by
Support Team
Updated over a week ago
How to add Product and Infrastructure 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
Reports
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
Business Intelligence
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
Tally Integration
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
How can we move invoices from "Approved" to "Completed" in tally integration
If you have created invoices manually in tally or the invoices are keep coming in the excel file, please follow below steps
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
Why isn't my stock flowing to Tally?
Stock items not flowing to 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
Settings
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 set document number to manual?
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 can I create a new store in TranZact?
Creating a new store in TranZact
Written by
Support Team
Updated over a week ago
How to add/edit negative stock restrictions?
Adding,Editing negative stock restrictions
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
How to edit Document Series No.?
Editing Document Series Number
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 the print settings in TranZact?
Finding and adding print settings in Tranzact
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
GST
How to generate E-way Bill Number by using a JSON file.
Download the JSON file to upload on E-Way Bill Portal to generate E-Way Bill Number
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