Sales with New Tracking Numbers in TallyPrime: 4 Easy Steps

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1. Understanding Tracking Numbers in TallyPrime

Tracking numbers are unique identifiers assigned to shipments or orders to facilitate tracking and tracing.

They are often used in logistics and shipping to monitor the progress of shipments.

2. Steps to Record Sales with New Tracking Numbers in TallyPrime:

1. Create a Custom Field:

  • Go to Gateway of Tally > F11 (Features).
  • Under Voucher Type Settings, select the “Sales Invoice” voucher type.
  • Press Alt+F12 (Configure).
  • In the Bill-wise Details section, add a new field:
    • Name: “Tracking Number”
    • Data Type: “Text”

2. Place the Field:

Drag and drop the “Tracking Number” field to the desired location on the invoice layout (e.g., the body or footer).

3. Record Sales:

  • Create a sales invoice.
  • Enter the customer details, product information, and quantity.
  • In the “Tracking Number” field, enter the unique tracking number provided by the shipping carrier.

4. Save the Invoice:

Press Ctrl+A to save the sales invoice.

    3. Example of Recording Sales with New Tracking Numbers in TallyPrime:

    Let’s say you’re selling a product and the shipping carrier has provided you with the tracking number “SHIP12345”.

    1. Create Custom Field:

    Follow the steps above to create a “Tracking Number” field in the sales invoice layout.

    2. Record Sales:

    • Create a sales invoice.
    • Enter the customer details, product information, and quantity.
    • In the “Tracking Number” field, enter “SHIP12345”.

    3. Save the Invoice:

    Press Ctrl+A to save the sales invoice.

      4. Benefits of Using Tracking Numbers in TallyPrime:

      • Shipment Tracking: Easily track the progress of shipments.
      • Customer Communication: Provide customers with tracking information.
      • Dispute Resolution: Resolve shipping issues more efficiently.
      • Data Analysis: Analyze shipping performance and identify areas for improvement.

      By using tracking numbers in TallyPrime, you can improve your shipping efficiency, enhance customer satisfaction, and gain valuable insights into your logistics operations.

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