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Thursday 15 February 2018

Tally Erp 9: How to prepare and send the Quotation from Gmail in Tally

Quotation option is already Default in Tally in the name of Sales order.

If you want to create separate voucher for Quotation, You have to create one Voucher under the Sales order.






And all the Details can be view under sales order option in Tally Erp 9

1) Create Voucher Type
Go to Gateway of Tally > Accounts Info > Voucher Types > Create
Create a voucher with the name Sales Quotation,
With the Type of Voucher as Sales Order
Tab down to accept and create.






2) Recording a Sales Quotation
Go to Gateway of Tally > Inventory Vouchers > Press Alt + F5
Click on Sales Order to select voucher type as Sales Quotation:


3) Sales Quotation Printing Configuration
Go to Gateway of Tally > F12: Configure > Printing Sales Transactions > Sales Order / Quotation.
Enable required option Yes & Press Ctrl + A to accept.   


4) To view Sales Quotation Outstanding
Go to Gateway of Tally > Display > Statements of Inventory >Sales Order Outstanding All Orders
5) To view Sales Quotation Book
Go to Gateway of Tally > Display > Inventory Books>Sales Order Book
6) Create sales voucher against Quotation
7) To view the Pending Sales Order Summary report
 Go to Gateway of Tally > Audit & Compliance > Audit & Analysis > Pending Documents > Sales Order.
  
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