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How to send sale to tally and save it?
Complete workflow for processing sales transactions in AutoSale module and integrating them with Tally ERP. Learn the step-by-step process from data entry to Tally synchronization.
Important: Complete Sales Processing Workflow
This process involves multiple steps and two submission points. Follow each step carefully to ensure successful transaction processing and Tally integration.
Complete Sales Processing Workflow
Open AutoSale Module
Start by accessing the AutoSale module from your Taxlink dashboard to begin the sales processing workflow.
Step 1: Open AutoSale Module
Detailed Actions:
- Navigate to your Taxlink dashboard
- Locate the AutoSale module in the right sidebar
- Click on AutoSale to open the module interface
- Wait for the AutoSale workspace to load completely
Fill Sales From and Sales To Dates
Set the date range for your sales transactions by configuring the Sales From and Sales To date fields.
Step 2: Fill Sales From and Sales To Dates
Detailed Actions:
- Locate the Sales From date field in the form
- Enter or select your start date (DD/MM/YYYY format)
- Find the Sales To date field
- Enter or select your end date ensuring it covers your desired period
- Verify both dates are correctly set and formatted
Click on Submit Button (First Submission)
Submit the date range configuration to proceed to the voucher details form section.
Step 3: Click on Submit Button (First Submission)
Detailed Actions:
- Review your selected date range for accuracy
- Locate the Submit button at the bottom of the date section
- Click the Submit button to confirm your date selection
- Wait for the voucher details form to appear
- The system will prepare the next step for voucher configuration
Fill Voucher Details
Complete all required voucher information including voucher name, profit, party name, and ledger details.
Step 4: Fill Voucher Details
Detailed Actions:
- Enter Voucher Name - unique identifier for your transaction
- Fill in Profit percentage or fixed amount
- Select or enter Party Name for the customer/vendor
- Choose the appropriate Ledger from the dropdown menu
- Ensure all mandatory fields are properly filled
- Double-check all information for accuracy
Click on Submit Button (Second Submission)
Submit the completed voucher details to finalize the transaction configuration.
Step 5: Click on Submit Button (Second Submission)
Detailed Actions:
- Review all entered voucher information thoroughly
- Verify that all required fields are completed
- Click the Submit button to process voucher details
- Wait for the system to validate and process your data
- Look for confirmation that voucher details are accepted
Choose Save or Send to Tally
Decide whether to save the transaction locally or send it directly to Tally ERP for integration.
Step 6: Choose Save or Send to Tally
Detailed Actions:
- Option 1: Click "Save" button to store transaction locally
- Option 2: Click "Send to Tally" button for direct Tally integration
- Save option: Transaction stored in Taxlink for later processing
- Send to Tally option: Immediate synchronization with Tally ERP
- Choose based on your workflow and integration preferences
Final Action Options: Save vs Send to Tally
Save Transaction
Store the sale data locally in Taxlink system
Benefits:
- Quick local storage for batch processing
- Review and edit before sending to Tally
- Build up multiple transactions before sync
When to use: Use when you want to review transactions before Tally integration
Send to Tally
Direct integration with your Tally ERP system
Benefits:
- Real-time synchronization with Tally
- Immediate reflection in accounting records
- Automatic posting to relevant ledgers
When to use: Use when you want immediate Tally ERP integration
Critical Voucher Fields
Voucher Name
Critical for transaction identification
Profit
Essential for accurate margin calculations
Party Name
Required for customer/vendor tracking
Ledger
Crucial for proper accounting categorization
Additional Tips & Best Practices
Double Submission Process
The process requires two submissions - first for dates, then for voucher details. Each step builds on the previous one.
Data Validation
Always verify your voucher details before final submission. Incorrect data can affect your accounting records.
Tally Integration
Ensure your Tally ERP is running and accessible before using "Send to Tally" option for seamless integration.
Need more help?
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