How do we process or push Purchase/Purchase return data to Tally

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Save & Send Data to Tally

• A→ Select your Purchase Transaction (All or Individually)
• B→ Click on Save
• C→ Click on Send to Tally button to send the purchase data into Tally.

**Instruction**:Ensure all transactions are properly filled, and caution triangles are cleared before proceeding.

• D→ Click on OK for the confirmation.

**Warning**:Only selected and saved purchase data will be pushed to Tally. Remaining entries can be sent later.

Progress Tracking

Sending Progress Tracking Data to Tally

1 → Gray Stage (1st Stage)

• It indicates the process has been initiated

2 → Orange Stage (2nd Stage)

• It indicates the process has started

3 → Green Stage (3rd Stage)

• It indicates that the purchase data has been successfully sent to Tally.

How to Select Mismatched Data and General Filters

Processing Screen (Purchase Transaction Screen)

• The process screen will look like the above image.

Check details here

1 → Bulk Selection: It will help you select purchase transactions one by one or in bulk.

2 → Update Bulk Records: Used to change or select specific data within the Purchase Transaction screen.

3 → Reference No: As per the Excel sheet, the reference will be displayed here.

4 → Voucher Type: By default, the Purchase voucher type will be selected. It can be changed as required.

5 → Supplier Name: Name of the supplier will be displayed here.

6 → GST No: It will show as per the supplier details.

7 → Place of Supply: If you have selected in mapping, or else it will display according to the dataset in Tally.

8 → Particulars: It will show Purchase Account.

9 → Warning Triangle: Indicates missing details due to spelling mistakes or a new supplier name.

10 → Other Details: Data in orange indicates unselected fields.

**Note**:Words in Blue represent selected ones, while words in Orange indicate unselected or not yet created in Tally.

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Error Resolution for Ledger Mismatch

• If you encounter ledger mismatches while pushing purchase data to Tally, follow these steps:

Step 1 : Check Existing Ledgers

• Select the records in bulk.

• Use Bulk Selection to update and correct these entries.

Step 2 : Create Missing Ledgers

• If the ledgers are missing in Tally, create them instantly by clicking the "+" button next to the supplier name.
• For detailed steps, Click Here.

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General Filters

• The purchase transaction screen offers various filters to efficiently manage data. You can filter records to Hide Tally-sent data, Blank entries, Saved records, Failed records, and also sort by Date Learn More.

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Bulk Operations

Step 1 : Update Bulk Records

• Use Bulk Update to modify Voucher Type, Supplier A/c Name, and Particulars (Purchase Account Ledger).

Step 2 : Use Bulk Selection Tools

• Bulk operations help with searching, filtering voucher types, and selecting purchase account ledgers.
• You can select multiple records for quick actions like filtering, updating, or pushing purchase data to Tally.

Step 3 : Cross-Check and Verify

• Search for Bill numbers or specific supplier names.
• Verify GST numbers and the Place of supply for accuracy.

You may find this useful:

• Learn more about creating ledgers and stock items from the Purchase Transaction Screen.