Frequently Asked Questions (FAQ)

Module wise article to solve your queries/doubts

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464 articles in this collection
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Quotations

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

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Updated over a week ago

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

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Updated over a week ago

What is enquiry number in Sales Quotation (SQ)?

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Updated over a week ago

How to create a copy of SQ in Tranzact?

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Updated over a week ago

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

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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
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Updated over a week ago

How to amend a punched Sales Quotation (SQ)?

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Updated over a week ago

How to create export Sales Quotation (SQ)?

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Updated over a week ago

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

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Updated over a week ago

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

Sending or Creating Sales Quotations(SQ) Restrictions
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Updated over a week ago

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

Find All or Cancelled Draft RFQ
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Updated over a week ago

What are all the filters of the Quotation module?

Filters used in quotation module.
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Updated over a week ago

How to download the attachment of SQ?

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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.
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Updated over a week ago

What is "Resend Email" in documents?

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Updated over a week ago

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

Extend Bidding date in RFQ.
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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How to close the bidding for RFQ?

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Updated over a week ago

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

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Updated over a week ago

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

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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
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Updated over a week ago
Transactions

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

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Updated over a week ago

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

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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?

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Updated over a week ago

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

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Updated over a week ago

Where to add packaging charges in the Invoice?

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Updated over a week ago

How to show received advance in Proforma?

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Updated over a week ago

How to retain old document number for PO?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How to delete any document in Tranzact?

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Updated over a week ago

How to amend sales invoices made on past dates?

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Updated over a week ago

Can I update my stock through inward document instead of GRN?

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Updated over a week ago

Which document should I create for returnable material?

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Updated over a week ago

Rupee symbol is not showing in documents?

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Updated over a week ago

How to add the Package list to the invoice?

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Updated over a week ago

How to add eway bill number in the invoice?

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Updated over a week ago

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

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Updated over a week ago

Where can I add attachments in documents?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How to inward extra material received against the purchase order

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Updated over a week ago

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

Converting Sales Quotation (SQ) to Order Confirmation (OC)
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Updated over a week ago

The document Number field is blank while creating the document

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Updated over a week ago

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

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Updated over a week ago

How can I Create GRN / QIR against an Inward?

Create GRN / QIR
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Updated over a week ago

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

Create an invoice against a Service confirmation(SC)
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Updated over a week ago

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

Create Delivery Challan
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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)
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Updated over a week ago

What is show comment option in transaction timeline?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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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
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Updated over a week ago

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

Create an Inward against a Service Confirmation(SC)
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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
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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)
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Updated over a week ago

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

Create an Inward
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Updated over a week ago

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

Create Proforma Invoice for an Order Confirmation (OC)
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Updated over a week ago

How can I create a Service Confirmation(SC)?

Creating a service confirmation(SC)
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Updated over a week ago

How can I create a Credit Note (CN)?

Create Credit Note (CN)
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Updated over a week ago

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

Punching a Proforma Invoice (PI)
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Updated over a week ago

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

Punching a Tax Invoice
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Updated over a week ago

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

Punching a debit note
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Updated over a week ago

How can I amend a Service Order (SO)?

Amend a Service Order(SO)
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Updated over a week ago

How can I Amend an Order Confirmation(OC)?

Amend an Order Confirmation (OC)
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Updated over a week ago

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

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Updated over a week ago

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

Comment character limit
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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)
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Updated over a week ago

Where can I create Tags in TranZact?

Creating Tags in TranZact
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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)
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Updated over a week ago

How can I amend a Service confirmation(SC)?

Amending a service confirmation(SC)
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Updated over a week ago

Where can I create Service Order(SO) in TranZact?

Create Service Order(SO) in TranZact
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Updated over a week ago

Counterparty not showing while creating Purchase Order(PO)?

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Updated over a week ago

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

Create a Purchase Order(PO) in TranZact
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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
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Updated over a week ago

What is Tags in transaction & how to use it?

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Updated over a week ago

Why transaction is showing Partially Delivered?

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Updated over a week ago

Why I am unable to cancel a transaction?

Unable to cancel a transaction.
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Updated over a week ago

Why is commercial invoice is written on the export invoices?

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Updated over a week ago

Why can't I edit the draft document?

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Updated over a week ago

Can we change the quantity in any document?

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Updated over a week ago

How to send "Dispatch Details" to Customer?

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Updated over a week ago

How to short close an order?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How to create a document in foreign currency?

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Updated over a week ago

How to "Save and Send" the draft document

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Updated over a week ago

What is comment in transaction timeline?

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Updated over a week ago

Why "Grand Total" is showing zero in the document

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Updated over a week ago

My Document view is not proper in TranZact

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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.
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Updated over a week ago

What is the limit of the document upload in TranZact?

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Updated over a week ago

How can I process store approval after GRN/QIR?

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Updated over a week ago

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

Create a GRN/QIR against an Inward
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Updated over a week ago

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

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Updated over a week ago

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

Create Inward against a purchase order (PO)
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Updated over a week ago

How can I amend a purchase order (PO)?

Amend a purchase order (PO)
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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)
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Updated over a week ago

Can we directly create a purchase invoice?

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Updated over a week ago

How can I create a purchase order (PO)?

Create a purchase order (PO)
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Updated over a week ago

What are Adhoc invoices?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How to tag a team member in the transaction timeline?

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Updated over a week ago

How to search for a particular transaction?

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Updated over a week ago

How to search for cancelled transactions?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How to return goods which have been rejected in testing?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

Why can't I see cancel option in document

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Updated over a week ago

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

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Updated over a week ago

How to cancel the document?

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Updated over a week ago
Payments

Missing Foreign Currency Symbol in Document?

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Updated over a week ago

How to update the opening balance of counter-party

Bulk upload "Opening Balance" of counter-parties in Tranzact network.
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Updated over a week ago

How to log payment for TDS in Payment?

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Updated over a week ago

How to cancel payment entry?

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Updated over a week ago

Can I maintain my bank account in TranZact?

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Updated over a week ago

How can I revert the TDS entry?

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Updated over a week ago

Where can I find payments in TranZact?

Finding payments in TranZact
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Updated over a week ago

Log a Payment against Invoice (Sales)

Log a Payment against Invoice
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Updated over a week ago

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

Log a payment
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Updated over a week ago

Why I am not able to split payment?

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Updated over a week ago

Error showing while logging payment for multiple counterparties.

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Updated over a week ago

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

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Updated over a week ago

How to log partial payment against an invoice?

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Updated over a week ago

What is Company Ledger option under the category in Payments module

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Updated over a week ago

What is mark paid option while logging payments?

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Updated over a week ago

Where can I see all logged payments?

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Updated over a week ago

What is the amount set off in payments module?

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Updated over a week ago

How to cut TDS against Invoice?

Cut TDS against Invoice
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Updated over a week ago

How to log multiple payments at a time?

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Updated over a week ago

How can I log a payment against a service confirmation?

Log a Payment against Invoice of Service Confirmation
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Updated over a week ago
All Documents

Where can I see a Service Confirmation(SC)?

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Updated over a week ago

Where can I see an Order Confirmation(OC)?

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Updated over a week ago

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

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Updated over a week ago

Where can I see my Purchase Orders(PO)?

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Updated over a week ago

Where can I see a Delivery Challan(DC)?

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Updated over a week ago

What are the different types of filters in all documents?

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Updated over a week ago

Where can I see a GRN/QIR?

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Updated over a week ago

What does Other means in All Documents for Invoices?

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Updated over a week ago

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

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Updated over a week ago

How to edit a service?

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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
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Updated over a week ago

Where can I find My Invoice?

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Updated over a week ago

Where can I see my Service Orders(SO)?

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Updated over a week ago

Where can I see my invoices?

Finding Invoices
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Updated over a week ago

Where can I see all my invoices?

See my invoices
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Updated over a week ago

Where can I see a Credit Note(CN)?

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Updated over a week ago

Where can I see a Receipt Voucher(RV)?

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Updated over a week ago

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

Finding a Purchase order(PO) in TranZact
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Updated over a week ago

Where can I see Adhoc Invoices?

Find your Adhoc Invoices
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Updated over a week ago

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

Find a Debit Note(DN)
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Updated over a week ago

Where can I find an Inward document in TranZact?

Finding an Inward document in TranZact
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Updated over a week ago

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

Find a Proforma Invoice (PI)
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Updated over a week ago

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

Finding service orders(SO) in TranZact
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Updated over a week ago
Approvals

How to send Purchase Order for approvals?

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Updated over a week ago

How to withdraw approvals from PO and then amend it?

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Updated over a week ago

How to withdraw approval?

Withdraw approval from the approved document
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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

Where can I approve a document in TranZact?

Approving a document in TranZact
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Updated over a week ago

How to add an approval rule for invoices?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

What are the three rules of approvals?

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Updated over a week ago

How to reject the approval?

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Updated over a week ago

How to edit the approval rule?

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Updated over a week ago

Approval rule is added but documents not received for approval?

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Updated over a week ago

How to reject documents received for approval?

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Updated over a week ago

What is the default option while setting the Approval rule?

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Updated over a week ago

What is Credit Limit in Approvals?

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Updated over a week ago

Can I approve multiple documents at a time?

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Updated over a week ago
Inventory

Can we update the backdated stock in the inventory?

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Can I add items in bulk?

Headers used to upload items in bulk
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Updated over a week ago

How to delete an attachment from item details?

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Updated over a week ago

How to delete or edit a service?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

What does each color highlighted items mean in inventory?

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Updated over a week ago

Can I edit the inventory approval quantity?

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Updated over a week ago

How to delete an Item?

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Updated over a week ago

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

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Updated over a week ago

How to create challan/invoice after bulk stock transfer?

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Updated over a week ago

What is Duplicate Product and how can we use it?

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Updated over a week ago

Not able to add Item in inventory.

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Updated over a week ago

Item not showing in Sales Document?

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Updated over a week ago

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

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Updated over a week ago

How to remove bulk manual adjustment permission?

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Updated over a week ago

How can I add a service in my Inventory?

Adding a new service
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Updated over a week ago

How can I add Bar Codes to my Inventory?

Adding Bar Codes
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Updated over a week ago

How can I approve or reject requests in Inventory?

Inventory approval or Rejection
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Updated over a week ago

How can I do physical stock reconciliation?

Physical stock reconciliation
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Updated over a week ago

How can I do Bulk Manual Adjustment?

Bulk Manual Adjustment in TranZact
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Updated over a week ago

How can I make a stock transfer in TranZact?

Making a stock transfer
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Updated over a week ago

How can I manage the store approval process in TranZact?

Inventory and store approval
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Updated over a week ago

How can I edit an Item Category?

Editing an Item Category
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Updated over a week ago

How can I bulk transfer items from my Inventory?

Transfer all items in Inventory
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Updated over a week ago

How can I add a new Item Category?

Adding a new item category
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Updated over a week ago

How can I amend an Item?

Amending an Item
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Updated over a week ago

How can I see Items of a particular Inventory Store?

Selecting the Inventory Store
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Updated over a week ago

How can see the Inventory history of an Item?

Inventory history of Items
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Updated over a week ago

How can I find an Item in the Store?

Find an item in the store
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Updated over a week ago

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

Finding, Creating Vendor Mappings
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Updated over a week ago

Can I change the unit of an item?

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Updated over a week ago

Where can I see my added barcode?

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Updated over a week ago

Where do I create an invoice for Bulk Stock Transfer?

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

Can we fix the payment term for counterparties?

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Updated over a week ago

After doing Physical Stock Reconciliation (PSR) why is stock is not reflecting in inventory?

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Updated over a week ago
Production

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

What is "ALL" tab in Production Order?
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Updated over a week ago

Where can I log extra expenses of production?

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Updated over a week ago

How can I outsource the child BOM process?

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Updated over a week ago

Can I change the targeted quantity of the production order?

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Updated over a week ago

BOM items not showing in production order

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Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to revert a Sub Contract?

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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
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Written by Support Team
Updated over a week ago

How to change production order status in bulk?

Automate production.
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Written by Support Team
Updated over a week ago

How to Duplicate Bill of Material(BOM)?

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Written by Support Team
Updated over a week ago

How to edit Bill of Material(BOM)?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to choose alternate BOM ?

If more than 1 BOM is present for that product.
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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to create the BOM?

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Written by Support Team
Updated over a week ago

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

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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
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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
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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
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Written by Support Team
Updated over a week ago

How can I create a sub-contract in TranZact?

Creating a Sub-contract in TranZact
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Written by Support Team
Updated over a week ago

How can I do finished good testing after production?

Finished Good testing
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Written by Support Team
Updated over a week ago

How can I add finished goods in a process?

Adding finished goods in a process
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Written by Support Team
Updated over a week ago

How can I issue raw materials in a process?

Issuing raw materials in a process
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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
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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
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Written by Support Team
Updated over a week ago

How can I plan a production?

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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
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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
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Written by Support Team
Updated over a week ago

What is the barcode number in production order?

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Written by Support Team
Updated over a week ago

What is the Process cost in production order?

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Written by Support Team
Updated over a week ago

How to print the production order?

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Written by Support Team
Updated over a week ago

Where can I log extra expenses of production?

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Written by Support Team
Updated over a week ago

How to move a production order from the planned stage?

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Updated over a week ago

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

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Updated over a week ago

How to delete a work order?

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Written by Support Team
Updated over a week ago

What is a scrap section in production order?

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Written by Support Team
Updated over a week ago

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

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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
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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to revert a completed production order?

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Written by Support Team
Updated over a week ago

How to delete BOM?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

Can we cancel the production order once created?

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Written by Support Team
Updated over a week ago

Can I print my BOM?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

What is Bulk Action option in production order?

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Written by Support Team
Updated over a week ago

What is the Master Process in production order?

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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?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago
Network

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

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Updated over a week ago

How to enable TCS for Countr-Party?

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Written by Support Team
Updated over a week ago

How to change the counterparty type?

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Written by Support Team
Updated over a week ago

Can I create the counterparty in bulk?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How does reference id work

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to add Email Id in counter-party details?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to add a third party address in counterparty?

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Written by Support Team
Updated over a week ago

Where can I manage counterparty details in TranZact?

Manage counterparty details
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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
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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How can I edit the billing address of a counterparty?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How can I edit the delivery location of a counterparty?

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Written by Support Team
Updated over a week ago

How to add GSTIN in the delivery location of counterparty?

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Written by Support Team
Updated over a week ago

How to add GSTIN in counterparty details?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to rename a counterparty?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to change counterparty type

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Updated over a week ago

How to remove or Blacklist a counterparty?

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Written by Support Team
Updated over a week ago

Why there are two search bars in the network module?

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Written by Support Team
Updated over a week ago
Reports

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to find received items against PO?

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Written by Support Team
Updated over a week ago

Where to find pending items against PO?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

Invoice details not showing in the inward register?

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Written by Support Team
Updated over a week ago

How to check the daily production report?

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Written by Support Team
Updated over a week ago

What does pending filter mean in the sales invoice register?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to take a printout of the Ledger?

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Written by Support Team
Updated over a week ago

How to check the total valuation of Inventory?

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Written by Support Team
Updated over a week ago

What is the Sales Order (ItemWise) Report?

Sales Order (ItemWise) Report
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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
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Written by Support Team
Updated over a week ago

How to download the list of pending purchase order?

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Written by Support Team
Updated over a week ago

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

Purchase Order (Item-wise) Report
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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
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Written by Support Team
Updated over a week ago

What is the Purchase Invoice Register Report?

Purchase Invoice Register Report
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Written by Support Team
Updated over a week ago

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

Inventory, Stock Reports
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Written by Support Team
Updated over a week ago

How to check all pending receivable?

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Written by Support Team
Updated over a week ago

Where can I see the MRP report in TranZact?

MRP Report
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Written by Support Team
Updated over a week ago

What reports can I find in TranZact?

Reports in TranZact
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Written by Support Team
Updated over a week ago

Where can I find the Stock Movement Register?

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Written by Support Team
Updated over a week ago

Where can I find the Production Reports in TranZact?

Production Reports
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Written by Support Team
Updated over a week ago

Where can I find the New Product report?

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Written by Support Team
Updated over a week ago

What is the Sales Order Register Report?

Sales Order Register Report
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Written by Support Team
Updated over a week ago

Where can I find the Missing Bar code report?

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Written by Support Team
Updated over a week ago

How to download inventory master in excel?

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Written by Support Team
Updated over a week ago

Where can I find the Bar code report?

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Written by Support Team
Updated over a week ago

How to check dispatch details?

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Written by Support Team
Updated over a week ago

Where can I find the Item Stage report?

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Written by Support Team
Updated over a week ago

How to select multiple columns in the reports?

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Written by Support Team
Updated over a week ago

Where can I find the Rejection report?

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Written by Support Team
Updated over a week ago

What is the Sales Invoice Register (Item) Report?

Sales Invoice Register (Item) Report
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Written by Support Team
Updated over a week ago

Where can I find the Issuance report?

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Written by Support Team
Updated over a week ago

Where can I find the Item Price report?

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Written by Support Team
Updated over a week ago

Where can I find the sales reports in TranZact?

Sales Reports
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Written by Support Team
Updated over a week ago

What is the Company Ledger Voucher Report?

Company Ledger Voucher Report
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Written by Support Team
Updated over a week ago

Where can I find the Stock Adjustment report?

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Written by Support Team
Updated over a week ago

Where can I find the Stock Transfer report?

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Written by Support Team
Updated over a week ago

What is the Sales Invoice Register Report?

Sales Invoice Register Report?
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Written by Support Team
Updated over a week ago

What is the Creditors Ageing Info Report?

Creditors Info Report
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Written by Support Team
Updated over a week ago

Where can I find the Product Ageing Inventory report?

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Written by Support Team
Updated over a week ago

Where can I find purchase reports in TranZact?

Purchase Reports
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Written by Support Team
Updated over a week ago

Where can I find the Single Item Production report?

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Written by Support Team
Updated over a week ago

What is the Creditors Info Report?

Creditors Info Report
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Written by Support Team
Updated over a week ago

Where can I find the FG Testing report?

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Written by Support Team
Updated over a week ago

What is the Debtors Ageing Info Report?

Debtors Ageing Info Report
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Written by Support Team
Updated over a week ago

Where can I find the Process History report?

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Written by Support Team
Updated over a week ago

What is the Debtors Info Report?

Debtors Info Report
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Updated over a week ago

Where can I find the Process Routing report?

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Written by Support Team
Updated over a week ago

Where can I find the Negative Stock report?

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Written by Support Team
Updated over a week ago

Where can I find the BOM Amendment report?

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Written by Support Team
Updated over a week ago

How to check the daily production report?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

What is the item BOM report?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago
Business Intelligence

What are the different date filters available in Business Intelligence?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

Where can I see sales invoice data in Business Intelligence?

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Written by Support Team
Updated over a week ago

Where can I see purchase order data in Business Intelligence?

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Written by Support Team
Updated over a week ago

Where can I see Accounts data in Business intelligence?

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Written by Support Team
Updated over a week ago

Where can I see sales quotation data in Business Intelligence?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to check the next 7 days' purchase deliveries?

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Written by Support Team
Updated over a week ago

How to read the sales quotations graph in BI?

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Written by Support Team
Updated over a week ago

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

- check first point
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Written by Support Team
Updated over a week ago

How to check the next 7 days dispatches?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

Why adding a category in inventory master is important?

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Written by Support Team
Updated over a week ago
Tally Integration

Purchase invoice is punched but not showing in tally integration module

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Written by Support Team
Updated over a week ago

Invoice of TranZact not flowing to tally

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Written by Support Team
Updated over a week ago

What is UnMapped section in Tally Integration?

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Written by Support Team
Updated over a week ago

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

Purchase Invoice Register (Item-wise) report
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Written by Support Team
Updated over a week ago

Where can I add Journal Ledger?

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Written by Support Team
Updated over a week ago

Where can I add ledger for Tax Percentage?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

Why cost Break-up error showing in Extension?

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Written by Support Team
Updated over a week ago

Invoices not showing in Tally Report?

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Written by Support Team
Updated over a week ago

Conflict Entry showing while Tally Integration?

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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"
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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
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Written by Support Team
Updated over a week ago

Can we flow comment of the item Tally?

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Written by Support Team
Updated over a week ago

Purchase voucher option not available while integrating invoices?

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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
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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
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Written by Support Team
Updated over a week ago

Why isn't my stock flowing to Tally?

Stock items not flowing to Tally
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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
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Written by Support Team
Updated over a week ago

Where can I find tally ledgers in TranZact?

Tally Ledgers in TranZact
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Written by Support Team
Updated over a week ago

How to download TranZact Chrome extension for Tally Integration?

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Written by Support Team
Updated over a week ago
Settings

How to add or edit Transporter Details in Tranzact?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to enable Vendor Code for Invoice?

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Written by Support Team
Updated over a week ago

How to get "Sum of Quantity" for Documents.

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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.
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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

Custom Field data not fetching in next document?

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Written by Support Team
Updated over a week ago

How can I set document number to manual?

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Written by Support Team
Updated over a week ago

How can I add new series for document number?

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Written by Support Team
Updated over a week ago

How to change the team of the user?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago

How to Add Update or Delete Terms and Conditions?🎥

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Written by Support Team
Updated over a week ago

How to select a default store for any document created?

Selecting a default store
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Written by Support Team
Updated over a week ago

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

Adding, editing and rejecting store
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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)
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Written by Support Team
Updated over a week ago

How can I create a new store in TranZact?

Creating a new store in TranZact
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Written by Support Team
Updated over a week ago

How to add/edit negative stock restrictions?

Adding,Editing negative stock restrictions
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Written by Support Team
Updated over a week ago

How to add logistic details?

Add Logistics details
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Written by Support Team
Updated over a week ago

How to edit Document Series No.?

Editing Document Series Number
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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
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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
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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
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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
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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
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Written by Support Team
Updated over a week ago

Where can I add delivery locations in TranZact?

Add Delivery Locations in TranZact
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Written by Support Team
Updated over a week ago

How to delete teams in TranZact?

Deleting Teams
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Written by Support Team
Updated over a week ago

Can I add multiple Units of Measurement in TranZact?

Add multiple units of measurement
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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
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Written by Support Team
Updated over a week ago

How to amend teams in TranZact?

Amend Teams
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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
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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
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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)
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Written by Support Team
Updated over a week ago

Where can I find delivery locations in TranZact?

Find Delivery locations
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Written by Support Team
Updated over a week ago

How can I add/create a team in TranZact?

Add, Create Teams in TranZact
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Written by Support Team
Updated over a week ago

Where can I delete delivery locations in TranZact?

Delete delivery locations in TranZact
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Written by Support Team
Updated over a week ago

Where can I see my team in TranZact?

Teams, Settings, Users
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Written by Support Team
Updated over a week ago

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

User permissions and settings
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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
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Written by Support Team
Updated over a week ago

How to edit a custom field?

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Written by Support Team
Updated over a week ago

What is negative stock restriction in Settings?

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Written by Support Team
Updated over a week ago

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

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Updated over a week ago

How to fetch custom field from one document to another?

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Written by Support Team
Updated over a week ago

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

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Written by Support Team
Updated over a week ago