Top Sales Reports in Tally ERP9

July 25, 2018

Sales report in Tally ERP9 showcases all the transactions that have been made. It also records all the products that have been sold during a certain time frame by the management of sales team. It shows the trend that occurred in the sales volume of the company during a financial year. In this blog, we will discover the Top Sales Reports in Tally ERP9.

Tally ERP 9 is the perfect business management solution and accounting tool. With an ideal combination of functionalities, controls and built in customizability, Tally ERP 9 provides different information to the management.

Top Sales Reports in Tally ERP9:

• Sales Register Movement Analysis
• Sales Register Pivot Mode
• Sales Order Outstanding
• Daily Sales Report
  • Today
  • Month to Date (MTD)
  • Previous Month to Date (PMTD)
  • Year to Date (YTD)
  • Previous Year to Date (PYTD)

Tally.ERP 9 provides a comprehensive day book for Sales information in the Sales Register. To view Sales Register, the user needs to follow these steps.

• Go to Gateway of Tally (GOT) > Click on Display > Click on Accounts Books > Select Sales Register

Sales Register displays the monthly summary of sales transactions and closing balances. The list of transactions pertaining to each month can be viewed by selecting the particular month. The user can change the display according to the information required.

With the sales register the user can:

• Analyze the periodic turnover using the F2 option called Period.
• Calculate the periodic taxes on such turnovers.
• Sales Register helps in tracing the errors made while recording the transactions.
• Additionally, examine the Sales Returns during the year and take timely action to remove undesirable causes.
• Moreover, evaluate the performance of godown, salesperson, sales area, and so on, with the help of cost centre and cost category report.

Next, we will know more about each of the sales report in details.

Sales Register Movement Analysis

In summary, movement analysis provides an analysis of only those inventory transactions that are integrated with the accounts, meaning inventories that are also recorded in the books of accounts. Inventory Vouchers which affect the stock only in quantitative terms are not considered.

Movement analysis report is used for comparative studies. They provide with an insight with regards to the flow characteristics of the stock in an organization. It also helps in identifying the slow-moving items which cause blockages in the flow of the working capital of an organization.

To view Movement Analysis, the user needs to follow these steps.

• Go to Gateway of Tally (GOT) >Click on Display menu >Click on Inventory Books >Select Movement Analysis

A menu bar has been provided to make the navigation much easier.

Movement Analysis Reports display only inventory transactions that include recorded accounting transactions. The user can analyze (S) tock movements by (S) tock groups, categories, financial group or (L) edger.

Tally.ERP 9 generates different types of movement analysis reports, such as:

• Stock Group Analysis
• Stock Category Analysis
• Stock Item Analysis
• Group Analysis
• Ledger Analysis
• Transfer Analysis

Sales Register Pivot Mode

The Sales Register can be exported into Excel to be compatible to generate Pivot table. This method will enable the user to generate Reports of various combinations based on specific requirements.

This will eliminate the need for customization of the existing Reports to prepare Sales data in the required format.

To export the Sales Register for Pivot Table from the Sales Voucher Register screen

• Click Export or Press the Alt + E key, to open the Exporting Sales Register screen
• Select the required language from the list of languages displayed. Generally, we select English as the default language
• Select Excel (Spreadsheet) under Format from the list of formats displayed.
• By default, the exported file will be stored in C:\Program Files\Tally.ERP9 for Windows 7 and C:\Tally.ERP9 for Windows XP operating systems.
• Press Enter to accept the default Output File Name or type the filename of your choice in order to save the file with a different name.
• Press Enter to accept the default Output Sheet Name.
• To update the existing file, select Yes in Update Existing File.
• Set Yes to the option Export for “Pivot Table”
• To update the existing file, select Yes in Update Existing File.
• To format the contents of the file, select Yes in Excel (Spreadsheet) formatting.
• Select Yes for the field with Color, to retain the background color in the exported file.
• Accept to export the Sales Register Vouchers to an Excel file for Pivot Table.
• Open the exported file from the specified folder.
• Now click to open the Excel Sheet.

The user can now create a Pivot table and set the Report filter, Row labels, Column labels, and Values-based on your requirement to generate a customized report.

Sales Order Outstanding

Sales Order Summary statement provides the users with detailed information on the outstanding sales orders.

The outstanding orders can be viewed for the following:

• Stock Group wise
• Stock Category wise
• Stock Item wise
• Account Group wise
• Ledger wise
• All Orders

However, Sales Order Outstanding can be accessed by following the below-mentioned steps.

• First, go to Gateway of Tally (GOT) > Next, select Display and click on Statements of Inventory > Finally, click on Sales Order Outstanding.

A menu bar has been provided for easy navigation.

Daily Sales Report

Daily sales report can be further classified into 5 types:

Today

Today can be any given day of any given month. This report deals with a transaction of a particular day. The report displays all the sales made within a day of an organization.

For example: Sales Report for Friday dated 29^th June 2018.

Month to Date (MTD)

Month to Date (MTD) signifies from the starting date of any particular month to the current date of that month. This report displays all sales transaction for that said period.

For example: Sales Report for Period ending 1^st June 2018 to 30^th June 2018.

Previous Month to Date (PMTD)

Previous Month to Date (PMTD) signifies from the starting date of the previous month to the current date of that month. The report displays all sales transaction for that above mentioned period.

For example: Sales Report for Period ending 1^st May 2018 to 30^th June 2018.

Year to Date (YTD)

Year to Date (YTD) signifies from the starting date of any particular date and month of the year to the current date and month of that year. This report displays all sales transaction for that said period.

For example, in this case, the Sales Report covers the period ending from 1st January 2018 to 30th June 2018.

Previous Year to Date (PYTD)

Previous Year to Date (PYTD) signifies from the starting date of the previous month to the current date of that month. The report displays all sales transaction for that above mentioned period.

For example: Sales Report for Period ending 1^st January 2017 to 30^th June 2018.

EasyReports automates all your sales reports through a simple-to-use interface. For example, if you want to see sales summarized across period our Today vs MTD vs PMTD vs YTD report can help.

To know more about EasyReports or for a no obligations demo visit www.easyreports.in

These reports mentioned above are the top sales reports in Tally ERP 9. Enhance your business today!