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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 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?
Module Wise Guide
Quotations
9
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?
View all 9
Inventory
12
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 12
Transactions
62
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 62
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?
View all 17
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?
View all 8
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?
View all 10
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?
View all 50
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?
View all 11
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?
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 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?
View all 56
Business Intelligence
14
How to use Business Intelligence for better Decision Making on TranZact?
What are the different date filters available in Business Intelligence?
What is Sales Order tab in Business Intelligence (BI) - TranZact
How to see Business Intelligence for Sales on TranZact?
What is Sales Invoice tab in Business Intelligence (BI) - TranZact
View all 14
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?
View all 23
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 and manage Unit of Measurement on TranZact
How to show sum of quantity of item in documents on TranZact?
View all 21
GST
0
No Collection
No Collection
65
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 65
Home FAQs
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?
View all 8
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
