June 20, 2024
Managing and analyzing sales is crucial for business growth. Both TallyPrime and Tally.ERP 9 provide robust tools for this through the Sales Register. This article will guide you step-by-step on how to work with the Sales Register, customize reports, and leverage BI tools like EasyReports for deeper insights.
What is the Sales Register in Tally?
The Sales Register is a core report in Tally that tracks all sales transactions, including vouchers, amounts, and profitability. It allows businesses to:
- Analyze sales trends
- Compare performance over different periods
- Generate detailed or summary reports
- Integrate with BI tools for advanced reporting
How to View the Sales Register in TallyPrime
- Access the Sales Register
- Press Alt+G (Go To) and type Sales Register, or
- Navigate: Gateway of Tally > Display More Reports > Account Books > Sales Register
- Customize the Period
- Press F2 (Period) to set the date range
- Press Ctrl+H (Change View) to select daily, weekly, fortnightly, or monthly views
- Change Voucher Type
- Press F4 (Voucher Type) to switch between different registers, e.g., Sales Register or Material Out register
- Configure the Report
- Press F12 (Configuration) to customize columns, percentages, closing balances, and periodicity
Columnar Sales Register
Generating Columnar Reports
- Press F8 (Columnar) to configure the register
- Column types:
- All items (automatic columns): Each ledger in separate columns
- All items (in one column): All ledgers in a single column
- Group: Select a group of ledgers (e.g., all Sales accounts)
- Related Items: Shows all ledgers used in a voucher
Viewing and Extracting Sales Data
- Extract Reports: Press Alt+F8 for an extract, Alt+F5 for detailed view
- Inventory-Wise Extract: Enable in F12 (Configure) > Show Inventory-Wise Extract
- Profitability Analysis: Press F7 (Show Profit) or enable Show Gross Profit Estimates in F12
- Match Gross Profit: Use Show Cost based on Stock Valuation in F12
Exporting Sales Register for Pivot Tables
- Press Alt+E to export the report
- Select Excel (Spreadsheet) and enable Export for Pivot Table
- Open the file in Excel, create a Pivot Table, and customize Row Labels, Column Labels, Values, and Filters
Comparative Sales Register
- Add New Column: Press Alt+C to compare sales data
- Auto Columns: Press Alt+N to create automatic columns by daily, monthly, or quarterly periods
Using Sales Register in EasyReports
EasyReports enhances Tally reporting by providing customizable Sales Register reports with:
- Drag-and-drop report creation
- Salesperson-wise, geography-wise, and segment-wise analysis
- Integration with Tally UDFs and Excel mapping
- Transaction-level drill-down
- Export options from raw data to formatted reports
By using TallyPrime, Tally.ERP 9, and EasyReports, businesses can efficiently manage, analyze, and compare sales data, helping in informed decision-making.
FAQ (People Also Ask)
Q1: What is the Sales Register in Tally?
A: The Sales Register is a report in TallyPrime and Tally.ERP 9 that tracks all sales transactions and provides insights into revenue, profitability, and trends.
Q2: How do I generate a Sales Register report in TallyPrime?
A: Go to Gateway of Tally > Display More Reports > Account Books > Sales Register, select the period using F2, customize columns with F12, and view or extract the report.
Q3: Can I compare sales data in Tally?
A: Yes, use Alt+C to add comparison columns or Alt+N for auto columns across periods.
Q4: How can I export Tally sales data to Excel?
A: Press Alt+E, select Excel, enable Export for Pivot Table, and create Pivot Tables in Excel for detailed analysis.
Q5: What advantages does EasyReports provide for Sales Register?
A: EasyReports offers drag-and-drop customization, multi-dimensional reports, integration with Tally UDFs, and export options for detailed or summary reports.