Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala,...

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Transcript of Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala,...

Page 1: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.
Page 3: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

EE Software Technologies Pvt Ltd. All rights reserved.

Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO,

TallyDeveloper, Tally Developer, Tally. Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally

Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered

trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of

their respective owners.

Version: << EE Software Technologies Pvt Ltd >>/<< Companies Bank Position>>/1.0/<<January>> 2014

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Page 4: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Mail Reorder Status

Introduction

The Reorder Status gives you information on available stock, reorder level, minimum reorder quantity and accordingly the next order to be placed by the business concern.

By this add-on, email report will be triggered and mailed automatically after a Sales Invoice is made, in order to facilitate the concerned department with appropriate and timely decision to initiate Purchase of Materials and this report has all relevant information required for placement of a Purchase Order.

Important !As a best practice it is advisable to back up your company data.

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Page 5: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 1

Setup Guide1. Activate the Add-on

For Tally.ERP 9 Series A version lower than Release 3.2

Go to Gateway of Tally > F11: Features > Accounting Features

Set “Yes” to the options “<<Mail Reorder Status after saving Invoice>>”

For Tally.ERP 9 Series A Release 3.2 and above

Go to Gateway of Tally > F11: Features > Add-on Features

Set “Yes” to the options “<<Mail Reorder Status after saving Invoice>>”

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Page 6: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 2

A onetime configuration allows the user to set-up the E-Mail facility from Tally.ERP 9. While configuring the E-Mail you have the option to select some of the commonly used E-Mail service provider. Based on the E-Mail service selected some of the fields are pre-filled with Server Address, Port Number and Authentication details. Thus making it easy and simple to configure. In case you are using any other service provider to send and receive email from Tally.ERP 9, the respective details need to provide while configuring the email facility.

On successfully configuring the email, the reorder report will be mailed automatically when an invoice is saved.

To setup the E-Mail configuration follow the steps shown:

Go to Gateway of Tally > Alt + F3 > Company Info > Select the Company> Configure Email Security Alerts > Yes

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Page 7: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 2

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Page 8: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 3

The Configuration screen appears as shown

Save the Configuration.

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Page 9: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 4

Go to Gateway of Tally > Accounts Info > Voucher Types > Alter > Select Sales Set Mail Reorder after Saving the

Voucher > Yes

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Page 10: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 5

Create a Sales Invoice

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Page 11: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Step 6

After saving the voucher the Reorder status of the Items mentioned in the Sales voucher for which items quantity to be reordered, is mailed to the Receiving Mail Address of the Company as a PDF attachment.

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Page 12: Mail Reorder Status EE Software Technologies Pvt. Ltd. #447/A, 17 th G Main, 6 th Block Koramangala, Bangalore 560095 Tel: +91 80 41131825. Email: enterprise@eestpl.comenterprise@eestpl.com.

Q. Which version/releases of Tally.ERP 9 does the add-on support?

Ans. This add-on will work only with Tally.ERP 9 Series A, release 3.6 onwards.

Q. How will I get support for this add-on?

Ans. For any functional support requirements please do write to us on [email protected] or call us at +91 80 41131825,

Q. If I need some enhancement / changes to be incorporated for the add-on, whom should I contact?

Please to write to us on [email protected] with your additional requirements and we will revert to you in 24 hours.

Q. Will new features added be available to us?

Ans. We offer one year availability of all support and new features free of cost. After one year, nominal

subscription cost will be applicable to you to continue to get free support and updates.

Q. What will happen after one year?

Ans. 20% of the then MRP will be charged for one year of email support and versions (minor & major).

FAQ

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