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Knowledge base
Onboarding Toolkit
Know how TranZact works
6
TranZact Quick Walkthrough / Demo with Production Transformation
TranZact Product Tour / Demo
Learn how to manage Purchase on TranZact (Purchase Flow)
Learn how to manage Sales on TranZact (Sales Flow)
Learn how to manage Production on TranZact (Production Flow)
View all 6
How to setup your profile on TranZact
5
How to update your Company Basic Details (Settings Overview)
How to add New Team Member / User along with the Team
How to add your Company Logo and Signature
How to add New Item/Product with Stock on TranZact - Single / Excel Bulk Upload
How to add a Buyer & Supplier (Counter-Party) - Single / Excel Upload
How to manage sales transaction on TranZact
3
How to create Sales Quotation on TranZact
How to create Order Confirmation and other sales document in TranZact
How to convert Sales Quotation (SQ) into Order Confirmation (OC) / Sales Order
How to manage purchase transaction on TranZact
2
Learn how to manage Purchase on TranZact (Purchase Flow)
How to create Purchase Order?
How to manage inventory on TranZact
2
How to add New Item/Product with Stock on TranZact - Single / Excel Bulk Upload
How to add/reduce Stock in Inventory - Manual Adjustment
Value added feature on TranZact
0
Module Wise Guide
Quotations
9
How to create Sales Quotation
What is "Resend Email" in Quotation?
Why Delivery date & Additional column not showing while creating SQ?
How to create a copy of SQ in TranZact?
How to create Request for Quotations (RFQ) to your Supplier?
View all 9
Inventory
7
Add Service on TranZact
Customize your Inventory View on TranZact
New Inventory Approval on TranZact
Reactivate deleted items on TranZact
Delete Item/Product in Bulk on TranZact
View all 7
Transactions
56
Why there is Item level delivery date and delivery date in Primary details in PO?
How to edit email content of Document?
How to show received advance in Proforma Invoice?
How to add "Discount", "Comment" columns in the item section in PO?
How to punch / enter Purchase Invoice on TranZact
View all 56
Payments
16
Cancel Payment Log and Invoice in TranZact
How to log payment against multiple Invoices in TranZact
What is Company Ledger in the Payments module in TranZact
How to Log Payment Against an Invoice in TranZact
How to update the opening balance of counter-party?
View all 16
All Documents
8
Where can I check my all invoices in TranZact
Where can I check Adhoc Invoice in TranZact?
Where can I check all my inward in TranZact
Where can I see all Order Confirmation(OC)?
How many documents can I download at a time from all documents module?
View all 8
Approvals
10
How to withdraw Document Approval in TranZact
How can I check the approval history of documents in TranZact
What are the 3 rules of approvals in TranZact
What is the difference between "Approve" and "Approve & Send" in TranZact
How to withdraw approval?
View all 10
Production
50
How to create Bill of Materials (BOM) in TranZact
How to create direct production order in bulk in TranZact
Where can I check all production orders in TranZact
How to edit child BOM in TranZact
How to restrict the user from editing the BOM in TranZact
View all 50
MRP
10
Why negative quantity showing in MRP report in TranZact
How does finished good report works in MRP in TranZact
How does Order Confirmation(OC) report work in MRP in TranZact
What is the blocked quantity in MRP in TranZact
What is MSL function in MRP module?
View all 10
Sub Contract
6
Learn how to manage Sub Contract on TranZact (Sub Con Flow)
Create Inward against Delivery Challan in SC transaction in TranZact
How to create service order(SO) from sub contract in TranZact
How to revert the sub contract?
How to create service order (SO) for sub contract?
View all 6
Buyers and Suppliers
7
How to enable TCS for Counter-Party on TranZact
How can I add new delivery location for a counter party on TranZact
How to add tags to the counter-party in the network module?
How to remove or Blacklist a counterparty?
How can I edit Counter Party (Buyer & Supplier) details on TranZact
View all 7
Reports
56
What is GRN/Inward Invoice mismatch report in TranZact
What is product ageing report in TranZact
Where can I check the undelivered quantity of purchase order (PO) in TranZact
What is sales invoice register (item) report in TranZact
What is counter party details report in TranZact
View all 56
Business Intelligence
14
How Business Intelligence help you in growth Insights?
What are the different date filters available in Business Intelligence?
What is Sales Order tab in Business Intelligence (BI) - TranZact
Where can I see sales data(OC) in Business Intelligence?
What is Sales Invoice tab in Business Intelligence (BI) - TranZact
View all 14
Tally Integration
21
How to do Tally Integration (Tally Prime)?
How to do Tally Integration (Tally ERP 9)?
How to add TDL in Tally (Tally Prime)?
What is Tally chrome extension and how to use it?
How to setup Tally Ledger?
View all 21
Settings
21
How to change Item Series in TranZact
How to add Reject Store in TranZact
How to change/set Default Store in TranZact
How to add / delete unit of measurement (UOM) in TranZact
How to activate sum of quantity / total quantity in documents in TranZact
View all 21
GST
0
No Collection
No Collection
63
How to amend Quotation?
How Business Intelligence help you in growth Insights?
How Inventory get updated through Inward document?
Why I am not able to see documents created by others?
Why Service Document is not getting Displayed?
View all 63
Home FAQs
Pricing
7
Why TranZact is free to use?
What are the plans available with TranZact?
Can I try your Advanced plan before purchasing it ?
How can I activate free trial of the Advanced Plan?
I want to talk to someone before I purchase the Advanced Plan?
View all 7
Data Security
3
Is my data safe on TranZact?
What happens to my data when I stop using TranZact?
Is there any limit on how much data I can store on TranZact?
Cloud Based
2
Is there a mobile application or a desktop downloadable version of TranZact available?
Can I use TranZact without the internet?
