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205 articles in this collection
Written by
Support Team
Network
How can I create a company if the counterparty don't have an email id? 🎥
Written by
Support Team
Updated over a week ago
How can I add a new Counterparty in TranZact?
Adding a new company
Written by
Support Team
Updated over a week ago
How can I edit counterparty details in TranZact?
Edit counterparty details
Written by
Support Team
Updated over a week ago
How can I add new Billing Address to a counter party in TranZact?
Written by
Support Team
Updated over a week ago
How can I add new delivery location for a counterparty in TranZact?
Add new delivery location to a counterparty
Written by
Support Team
Updated over a week ago
How to add a user in counterparty?
Written by
Support Team
Updated over a week ago
Company Profile
How to change the Company Logo?
Add, edit or change company logo
Written by
Support Team
Updated over a week ago
Quotations
Where can I check the sales quotations (SQ) report?
Written by
Support Team
Updated over a week ago
How can I amend sales quotation (SQ)?
Amending a Sales Quotation(SQ)
Written by
Support Team
Updated over a week ago
How to draft sales quotation(SQ) and then edit it?
Written by
Support Team
Updated over a week ago
Where can I find a Request for quotation (RFQ) in TranZact?
Finding Requests for quotations(RFQ's) in TranZact
Written by
Support Team
Updated over a week ago
How can I save sales quotation(SQ) in draft?
Saving the Sales Quotation(SQ) in draft
Written by
Support Team
Updated over a week ago
How to punch Sales Quotation(SQ) against RFQ and create the Purchase Order (PO) from it?
Written by
Support Team
Updated over a week ago
How can I create a request for quotation (RFQ)?
Creating a Request for Quotation (RFQ)
Written by
Support Team
Updated over a week ago
Cancel option not showing in sales quotation(SQ)? TranZact🎥
Written by
Support Team
Updated over a week ago
How can I create a Sales Quotation (SQ)?
Creating an Sales Quotation(SQ)
Written by
Support Team
Updated over a week ago
Why can't I see the "Generate OC" option in Sales Quotation(SQ)?
Written by
Support Team
Updated over a week ago
Where can I find a Sales Quotation (SQ) in TranZact?
Finding a Sales Quotation (SQ)
Written by
Support Team
Updated over a week ago
Transactions
How to take inward if request amendment is showing for purchase order in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to cancel the document in TranZact?🎥
Written by
Support Team
Updated over a week ago
Why price field is mandatory while creating delivery challan in TranZact?🎥
Written by
Support Team
Updated over a week ago
Can I change counterparty details while creating document in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to create a purchase return document in TranZact?🎥
Written by
Support Team
Updated over a week ago
The company not showing while creating a document in TranZact🎥
Written by
Support Team
Updated over a week ago
Tax not calculating while creating purchase order (PO) in TranZact🎥
Written by
Support Team
Updated over a week ago
How to upload documents in the transaction (external & internal) in TranZact🎥
Written by
Support Team
Updated over a week ago
GST not calculating properly while creating a document in TranZact🎥
Written by
Support Team
Updated over a week ago
New Transaction Dashboard 🎥
Written by
Support Team
Updated over a week ago
How to edit profile?
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
Where & how can I withdraw a document approval?🎥
Written by
Support Team
Updated over a week ago
How to create GRN?🎥
Written by
Support Team
Updated over a week ago
How to send dispatch details to counterparty in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to create Inward against Purchase Order (PO)?🎥
Written by
Support Team
Updated over a week ago
How to create the Service Confirmation (SC)?🎥
Written by
Support Team
Updated over a week ago
How to amend PO or OC if we have created the other documents in that Transaction?🎥
Written by
Support Team
Updated over a week ago
How to create Service Confirmation(SC)?🎥
Written by
Support Team
Updated over a week ago
How to create Inward against a Delivery Challan (DC) for Service Confirmation(SC)?🎥
Written by
Support Team
Updated over a week ago
How to create Delivery Challan(DC) after Service Confirmation(SC)?🎥
Written by
Support Team
Updated over a week ago
How to create ARV against order confirmation (OC) in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to create Adhoc invoice in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to add Eway bill details in Invoice in TranZact🎥
Written by
Support Team
Updated over a week ago
Can I show the sum of quantity of items in my documents in TranZact?🎥
Written by
Support Team
Updated over a week ago
Can I copy OC in TranZact?🎥
Written by
Support Team
Updated over a week ago
Option menu is not available in the invoice
Written by
Support Team
Updated over a week ago
How to Amend Order Confirmation(OC)?
Written by
Support Team
Updated over a week ago
Can I create an invoice without creating Order Confirmation(OC)?🎥
Written by
Support Team
Updated over a week ago
How can I create a tax invoice for an Order Confirmation (OC)?
Create an Invoice for an Order Confirmation(OC)
Written by
Support Team
Updated over a week ago
How can I create order confirmation(OC)?
Create Order Confirmation Without first creating SQ
Written by
Support Team
Updated over a week ago
What if I have stock in inventory and don't want to run the production order?
Written by
Support Team
Updated over a week ago
Payments
How to log payment against multiple Invoices in TranZact?
Written by
Support Team
Updated over a week ago
What is Company Ledger in the Payments module? TranZact
Written by
Support Team
Updated over a week ago
How to delete payment in TranZact?
Written by
Support Team
Updated over a week ago
How to add TDS entry?🎥
Written by
Support Team
Updated over a week ago
How to Log Payment Against an Invoice?
Written by
Support Team
Updated over a week ago
How to Find Payment Entries?
Written by
Support Team
Updated over a week ago
All Documents
Where can I check my all invoices in TranZact🎥
Written by
Support Team
Updated over a week ago
Where can I check Delivery Challan in TranZact?
Written by
Support Team
Updated over a week ago
Where can I check GRN in TranZact?
Written by
Support Team
Updated over a week ago
Where can I check my receipt voucher in TranZact?
Written by
Support Team
Updated over a week ago
Where can I check Service Confirmation (SC) in TranZact?
Written by
Support Team
Updated over a week ago
Where can I see Order Confirmation(OC) in TranZact?
Written by
Support Team
Updated over a week ago
Where can I check Adhoc Invoice in TranZact?
Written by
Support Team
Updated over a week ago
Where can I check purchase order?
Written by
Support Team
Updated over a week ago
Where can I check all my inward?
Written by
Support Team
Updated over a week ago
Where can I find proforma invoice?
Written by
Support Team
Updated over a week ago
Where can I find all invoices?
Written by
Support Team
Updated over a week ago
Where can I find debit note & credit note
Written by
Support Team
Updated over a week ago
Where can I find Proforma Invoice (PI)?🎥
Written by
Support Team
Updated over a week ago
Where can I find Purchase Order (PO)?🎥
Written by
Support Team
Updated over a week ago
Where Do I find my Debit Note(DN)?🎥
Written by
Support Team
Updated over a week ago
Approvals
How can I check the approval history of documents in TranZact?🎥
Written by
Support Team
Updated over a week ago
What are the 3 rules of approvals in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the difference between "Approve" and "Approve & Send" in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to withdraw approval in TranZact?🎥
Written by
Support Team
Updated over a week ago
Why my document does not go for approval?🎥
Written by
Support Team
Updated over a week ago
How to set new Approval Rule?🎥
Written by
Support Team
Updated over a week ago
How to approve documents in "Approval" module?🎥
Written by
Support Team
Updated over a week ago
Inventory
How to delete an item in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to delete Item and Service in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to create a Delivery Challan after bulk stock transfer in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to add Item Category in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the Tracking Id section in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is Vendor Mapping in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to find Item in Inventory?🎥
Written by
Support Team
Updated over a week ago
Where and how to see Inventory history?🎥
Written by
Support Team
Updated over a week ago
Where can I find Vendor Mapping?🎥
Written by
Support Team
Updated over a week ago
How to do the Bulk Stock Transfer?🎥
Written by
Support Team
Updated over a week ago
How to do the Physical Stock Reconciliation (PSR)?🎥
Written by
Support Team
Updated over a week ago
How to do Bulk Manual Adjustment?🎥
Written by
Support Team
Updated over a week ago
How to check the stock of an Item store-wise?🎥
Written by
Support Team
Updated over a week ago
How to add multiple Units of Measurement(UOM) for an Item?🎥
Written by
Support Team
Updated over a week ago
How to Add Barcode?
Written by
Support Team
Updated over a week ago
How to Add New Service in Inventory Module?🎥
Written by
Support Team
Updated over a week ago
How to Amend an Item?🎥
Written by
Support Team
Updated over a week ago
How to Approve or Reject Inventory Approval?🎥
Written by
Support Team
Updated over a week ago
How to Edit an Item Category?🎥
Written by
Support Team
Updated over a week ago
How can I add service categories?
Adding Service Categories
Written by
Support Team
Updated over a week ago
Productions
How to create direct production order in bulk?🎥
Written by
Support Team
Updated over a week ago
Where can I check all production orders in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to edit child BOM in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to restrict the user from editing the BOM in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to duplicate BOM in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is BOM cost in TranZact🎥
Written by
Support Team
Updated over a week ago
How to create production order from work order?🎥
Written by
Support Team
Updated over a week ago
BOM not showing while creating production order in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is map product option in work order in TranZact?🎥
Written by
Support Team
Updated over a week ago
What should I do if I don't want to run the production of child BOM in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to update routing in production order?
Written by
Support Team
Updated over a week ago
How to add finished goods (FG) in production order in TranZact?
Written by
Support Team
Updated over a week ago
How to add raw material (RM) in production order in TranZact?
Written by
Support Team
Updated over a week ago
How to mark complete production order?🎥
Written by
Support Team
Updated over a week ago
What is process log and how to check it?🎥
Written by
Support Team
Updated over a week ago
How to create new "Production Process"?🎥
Written by
Support Team
Updated over a week ago
How to create Child Bill of Material(BOM)?🎥
Written by
Support Team
Updated over a week ago
How to add alternate Items in Bill of Material(BOM)?🎥
Written by
Support Team
Updated over a week ago
How to Create Sub Contract from Production Process?🎥
Written by
Support Team
Updated over a week ago
How to Add Raw Material in a Production Process?🎥
Written by
Support Team
Updated over a week ago
How to Create Production Process from Work Order?🎥
Written by
Support Team
Updated over a week ago
How to Add, Edit and Delete Routing?🎥
Written by
Support Team
Updated over a week ago
How do I create a new process in Production?
Creating a process
Written by
Support Team
Updated over a week ago
How to check production cost of an item 🎥
Written by
Support Team
Updated over a week ago
MRP
Why negative quantity showing in MRP report in TranZact?🎥
Written by
Support Team
Updated over a week ago
How does finished good report works in MRP?🎥
Written by
Support Team
Updated over a week ago
How does Order Confirmation(OC) report work in MRP - TranZact🎥
Written by
Support Team
Updated over a week ago
What is the blocked quantity in MRP?
Written by
Support Team
Updated over a week ago
Sub Contract
How to create service order(SO) from sub contract in TranZact?
Written by
Support Team
Updated over a week ago
Reports
What is GRN/Inward Invoice mismatch report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is product ageing report in TranZact🎥
Written by
Support Team
Updated over a week ago
Where can I check the undelivered quantity of purchase order (PO) in TranZact? 🎥
Written by
Support Team
Updated over a week ago
What is sales invoice register (item) report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is counter party details report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is GRN/QIR Register in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is Item BOM report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is new product report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the process details report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the sales enquiry and quotation register in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the stock movement register in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the receipt register report in TranZact? 🎥
Written by
Support Team
Updated over a week ago
What is the "Product Price & Inventory" report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is "GRN Pending" report in TranZact🎥
Written by
Support Team
Updated over a week ago
What is the "Sales Order Register" report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the "Sales Invoice Register" report in TranZact?🎥
Written by
Support Team
Updated over a week ago
What is the "Purchase Order Register" report in TranZact? 🎥
Written by
Support Team
Updated over a week ago
Which Data I can check in Inward Register - TranZact🎥
Written by
Support Team
Updated over a week ago
What data I can check through Item Price report in TranZact🎥
Written by
Support Team
Updated over a week ago
What is the payment register report in TranZact?🎥
Written by
Support Team
Updated over a week ago
Something went wrong error showing while generating report - TranZact🎥
Written by
Support Team
Updated over a week ago
Where can I find the Sales Quotation(SQ) and enquiry report in TranZact?
Sales Quotation(SQ) and Enquiry 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
How to check balance quantity of purchase order?
Written by
Support Team
Updated over a week ago
How to check pending or undelivered sales orders?
Written by
Support Team
Updated over a week ago
How to check items which are below min stock level & greater than max stock level?
Written by
Support Team
Updated over a week ago
How to download counterparty details in excel from TranZact? 🎥
Written by
Support Team
Updated over a week ago
Where can I find the GRN/Quality Inspection report in TranZact?
GRN, Quality Inspection Report(QIR)
Written by
Support Team
Updated over a week ago
What is the Purchase Order Register Report?
Purchase Order Register Report
Written by
Support Team
Updated over a week ago
How to download counterparty master in excel?
Written by
Support Team
Updated over a week ago
Business Intelligence
Why can't I see data in Business Intelligence (BI) module - TranZact🎥
Written by
Support Team
Updated over a week ago
What is Quotations tab in Business Intelligence (BI) - TranZact🎥
Written by
Support Team
Updated over a week ago
What is the Purchases tab in Business Intelligence (BI) - TranZact🎥
Written by
Support Team
Updated over a week ago
What is Sales Invoice tab in Business Intelligence (BI) - TranZact🎥
Written by
Support Team
Updated over a week ago
What is Sales Order tab in Business Intelligence (BI) - TranZact🎥
Written by
Support Team
Updated over a week ago
Data mismatch between BI and Report?
Written by
Support Team
Updated over a week ago
Tally Integration
Voucher number not showing as a reference number in tally?🎥
Written by
Support Team
Updated over a week ago
Why can't I see tally report in tally integration module?🎥
Written by
Support Team
Updated over a week ago
Invoices are not flowing to correct voucher type in Tally from TranZact🎥
Written by
Support Team
Updated over a week ago
The purchase invoices should flow as one invoice to Tally from TranZact?🎥
Written by
Support Team
Updated over a week ago
How to check TDL is present in tally or not?🎥
Written by
Support Team
Updated over a week ago
Can we flow invoices from completed to the approved section in tally integration in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to flow invoices from TranZact to tally using chrome extension?🎥
Written by
Support Team
Updated over a week ago
How to download tally report in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to download chrome extension?🎥
Written by
Support Team
Updated over a week ago
How to approve documents in tally integration of TranZact?🎥
Written by
Support Team
Updated over a week ago
What should be the basic setting in tally before integrating with TranZact?🎥
Written by
Support Team
Updated over a week ago
What should I do if the ledger is missing while approving the invoice?🎥
Written by
Support Team
Updated over a week ago
What is chrome extension and how to use it?🎥
Written by
Support Team
Updated over a week ago
"Stock item missing in tally" error showing while integrating with tally🎥
Written by
Support Team
Updated over a week ago
What is the ledger setting in tally integration module?🎥
Written by
Support Team
Updated over a week ago
How to flow payments from TranZact to tally?🎥
Written by
Support Team
Updated over a week ago
Settings
How to remove access of editing settings in TranZact🎥
Written by
Support Team
Updated over a week ago
How to remove user from TranZact🎥
Written by
Support Team
Updated over a week ago
How to update delivery location in TranZact?🎥
Written by
Support Team
Updated over a week ago
Save option not showing while changing document number in TranZact?🎥
Written by
Support Team
Updated over a week ago
Can I fetch the inventory custom field in my documents?🎥
Written by
Support Team
Updated over a week ago
How to add custom fields in inventory?🎥
Written by
Support Team
Updated over a week ago
How to add item-level custom field in TranZact?🎥
Written by
Support Team
Updated over a week ago
Can I update my stock using inward document in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to add various taxes and payment terms?
Adding Taxes and Payment Terms
Written by
Support Team
Updated over a week ago
Where can I find the permission of the service order in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to change contact number for all users in TranZact?🎥
Written by
Support Team
Updated over a week ago
How to edit & delete custom field in TranZact🎥
Written by
Support Team
Updated over a week ago
How to fetch the custom fields from one document to another in TranZact?🎥
Written by
Support Team
Updated over a week ago
Where can I add bank details in TranZact?
Add Bank Details in TranZact
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
Custom field not showing while creating document?
Written by
Support Team
Updated over a week ago
How to change document series?
Written by
Support Team
Updated over a week ago
How to change report permission?
Written by
Support Team
Updated over a week ago
How to edit document no format (Payments)?🎥
Written by
Support Team
Updated over a week ago
How to change permission of the team?🎥
Written by
Support Team
Updated over a week ago
How to notify my team member for the document I am creating?
Written by
Support Team
Updated over a week ago
How to add custom field?🎥
Written by
Support Team
Updated over a week ago
How to Add Tax Percentage and Payment Terms to Company Master?
Written by
Support Team
Updated over a week ago
How to Add Edit a Store?
Written by
Support Team
Updated over a week ago
How to Add New Team Member?
Written by
Support Team
Updated over a week ago
How to Add Your Company Delivery Location?
Written by
Support Team
Updated over a week ago