Create a ledger and stock item from purchase transaction screen

While you are working on the purchase transaction screen and some ledgers are missing, you can simply create it from the "create ledger" option available. Read the steps in the article.


Creating a Ledger and Stock Item in Suvit

  • There are mainly two methods to create Ledger and Stock item from the Processing Screen. Single and Bulk creation

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

1. Create Party Name

Step 1: Create Single Ledger

1 IMG.png

  • Click on "Create Ledger" (refer to the image above).

2 img.png

  • This will open a new pop-up window, as shown in the image above. Fill the Party Details in this box.

Step 2: Save Ledger

3 img.png

  • After fill in the required details click on "Add" to successfully create the ledger.
Send any single transaction to Tally to Create ledger in Tally. Suvit first creates the ledger, then posts the entry.

2. Create Stock Item

  • This function is available only in Item Invoice (with Items).

Step 1: Open the Stock Item Creation Menu

4 item img.png

  • Click on the drawer to open the menu.

Step 2: Create a New Stock Item

5 item img.png

  • Click on "Create Item" to create a new stock item.

6 item img.png

  • After filling the required details click "Add" to create the stock item.
Send any single transaction to Tally to Create Stock item in Tally. Suvit first creates the ledger, then posts the entry.

Method B: Multiple Party Name & Stock Item Creation

1. Bulk Party Name Creation

3.1 img.png

  • Click on the Plus Icon (highlighted in orange) to quickly create party names. For more details, click here.
 **Note:** Any data pushed into Tally will automatically create the ledger in Tally as well.  

2. Multiple Stock Item Creation

6.1 bulk img.png

  • Click on the Plus Icon (highlighted in orange) to quickly create Item names.
**Note**:Once data is pushed into Tally, the newly created stock item will also be created in Tally.

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