Advanced Module Guide

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

How to change the Company Logo?

Add, edit or change company logo

Written by Support Team
Updated over a week ago

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

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

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

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

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

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

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

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

How to create service order(SO) from sub contract in TranZact?

Written by Support Team
Updated over a week ago

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

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

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

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