Create Ledger and Stock Items from Sales Transaction Screen

✌️ There Are 2 Ways to Create Ledgers & Items

1. ✅ One by One (Single Entry)
2. ✅ All at Once (Bulk Entry)

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👤 Method A: One-by-One Ledger & Stock Item Creation

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🔹 1. Create a Party Name (Ledger)

Step 1: Click to Create Ledger

• Click on the Create Ledger button

Step 2: Fill Party Details

• A pop-up will appear → Fill the name, GST, and other info

Step 3: Click Add to Save

• Click on Add to save your party ledger

💡 Tip: After saving, send one entry to Tally. Suvit will create the ledger in Tally and then post the entry.

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📦 2. Create a Stock Item (for invoices with items)

Step 1: Open the Stock Menu

• Click on the drawer icon to open the item list

Step 2: Add a New Item

• Click on Create Item to add a new product

Step 3: Save Your Item

• Fill all details like item name, unit, GST, etc.
• Click Add to save it

💡 Tip: Send one transaction to Tally. Suvit will first create the stock item in Tally and then post the entry.

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👥 Method B: Bulk Creation (Do It All at Once)

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🔸 1. Bulk Party Name Creation

• Click on the orange Plus Icon to quickly add many party names
• To see detailed steps, click here

📌 Note: When you push the data to Tally, the ledger will be auto-created there too!

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🔸 2. Bulk Stock Item Creation

• Click the orange Plus Icon to quickly add multiple item names

📌 Note: Once you send the data, the new stock items will be created inside Tally too.

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