TranZact

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)

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How to setup your profile on TranZact 4

• 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 adjust Stock via Bulk Manual Adjustment on TranZact?

Value added feature on TranZact 4

• How to create JSON file for Eway Bill?
• How Payment reminder feature work on TranZact?
• How to add Barcode?
• How to Split TDS entry on Invoice?

Quotations 8

• How to create Sales Quotation
• What is "Resend Email" in Quotation?
• Why Discount & 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?

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Inventory 11

• Add Service on TranZact
• New Inventory Approval on TranZact
• Reactivate deleted items on TranZact
• Delete Item/Product in Bulk on TranZact
• What is Vendor Mapping on TranZact?

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Transactions 61

• 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

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Payments 17

• How to cancel Payment Entry and Invoice on TranZact?
• How to Log Payment against Multiple Invoices on TranZact?
• How to check Company Ledger for a customer or supplier on TranZact?
• How To Log Payment on TranZact?
• How to update the opening balance of counter-party?

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All Documents 8

• How to check all Invoices on TranZact?
• Where can I check Adhoc Invoice in TranZact?
• How to check Inward on TranZact?
• Where can I see all Order Confirmation(OC)?
• How many documents can I download at a time from all documents module?

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Approvals 10

• How to withdraw a document approval on TranZact?
• How can I check Approval History of Documents on 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?

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Production 50

• How to create BOM on TranZact?
• How to create Direct Production Order in bulk on TranZact?
• Where can I check all production orders in TranZact
• How to edit child bill of material (BOM) on TranZact?
• How to Restrict User from editing BOM on TranZact?

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MRP 11

• Why negative quantity is showing up in Material Resource Planning report in TranZact?
• How to run MRP Report via a Finished Good on TranZact?
• How to run Material Resource Planning by Order Confirmation on TranZact?
• What is the blocked quantity in MRP in TranZact
• What is MSL function in MRP module?

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Sub Contract 6

• What is the Sub Contract (Jobwork) module on TranZact?
• How to create Inward against a Delivery Challan for Service Confirmation on TranZact?
• How to create Service order from Sub Contract on TranZact?
• How to revert the sub contract?
• How to create service order (SO) for sub contract?

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Buyers and Suppliers 4

• How to enable TCS for Counter-Party on TranZact
• How to add tags to the counter-party in the network module?
• How to remove or Blacklist a counterparty?
• How to add a user in Counter Party details on TranZact

Reports 56

• What is GRN or Inward Invoice mismatch Report on TranZact?
• What is Product Ageing Report on TranZact?
• Where to check the undelivered quantity of Purchase Order on TranZact?
• What is Sales Invoice Register (Item) Report on TranZact?
• How to download Counter Party details in Excel from TranZact?

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Business Intelligence 11

• How to use Business Intelligence for better Decision Making on TranZact?
• What are the different date filters available in Business Intelligence?
• How to see Business Intelligence for Sales on TranZact?
• What is Sales Invoice tab in Business Intelligence on TranZact?
• What is Purchases tab in Business Intelligence on TranZact?

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Tally Integration 23

• How to do Tally Integration (Tally Prime)?
• How to do Tally Integration (Tally ERP 9)?
• How to add TDL in Tally (Tally Prime)?
• How to use chrome extension for Tally Integration on TranZact?
• What is ledger setting in Tally Integration Module on TranZact?

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Settings 20

• How to add Reject Store in TranZact
• How to change/set Default Store in TranZact
• How to add and manage Unit of Measurement on TranZact
• How to show sum of quantity of item in documents on TranZact?
• How to make Document series to Manual on TranZact?

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GST 0

No Collection 58

• How to amend Quotation?
• How to use Business Intelligence for better Decision Making on TranZact?
• 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?

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Pricing 8

• 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?

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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 3

• Is there a mobile application or a desktop downloadable version of TranZact available?
• Can I use TranZact without the internet?
• Sample Test