E-mail (Electronic mail)

The E-mail is the most widely used facility on the Internet. It saves time and cost of postage. Use the email feature in Tally to: 

E-mail any Tally report or document like invoices  or purchase orders

Post reminder letters and statement of accounts

The following example illustrates the use of this feature in Tally:

E-mail a Reminder Letter
To send a reminder letter to a customer by email:

Go to Gateway of Tally > Display > Statements of Accounts > Outstandings > Ledger 

E-capabilities

Exchange of data in a network is the order of the day in the world today. Import and export of data over a LAN or the Internet is a common feature in most organizations. E-Capablities is the ability of a software application/program to exchange data over a network.  

Tally has a broad range of E-Capabilites that allows you to E-mail data and publish reports and documents on the web. 

E-Capabilities requirements:
An Internet connection. It can be a dial-up, cable, ISDN, DSL or satellite connection.

An E-mail account to use the E-mail feature in Tally.

Inward Connectivity

Inward connectivity integrates other systems with Tally to use data in them. Tally  can be programmed for inward connectivity. This allows using data from other systems in Tally by creating an integrated system. 

For example, a customer contact management program containing details like status of an order and last contact made can be brought in Tally and merged in a report containing outstanding balances. Changes in the data in the program is immediately reflected in Tally.

Tally ODBC with Microsoft Excel

Tally ODBC extracts data from Tally and designs the reports in MS Excel. The steps to be followed are:

  • Start Tally and keep it open till the Mail Merge process is completed.

  • Ensure ODBC Server is displayed on Tally’s calculator pane.

  • Open MS Excel.

  • Click on Data > Get External Data > New Database Query from the Menu.

  • Select TallyODBC from the Choose Data Source dialog box.

The screen appears as:

 

Tally ODBC with Microsoft Word

Consider the following scenario. A company wants to send greeting cards to its customers. It can use the names and addresses of customers, stored in the Tally database to print labels. The steps to be followed are:

Ensure ODBC Server is displayed on Tally’s calculator pane.

Open MS Word. 

Click on Tools > Mail Merge from the Menu bar.

From Main Document, click Create > Mailing Labels.

Click on Active Window.

Outward Connectivity

Outward Connectivity is to connect directly to send data from one program to another, without any programming. It allows the user to extract data from Tally and send it to other programs such as Microsoft Word or Excel. 

Outward Connectivity features:

Print labels for greeting cards from ledger addresses stored in Tally.

Create templates for report and forms such as audit reports and Schedule VI forms and plug in data from Tally.

Tally ODBC

Data can be accessed from any application using Open Database Connectivity (ODBC). Tally uses ODBC to connect to other programs and exchange data dynamically.

Ensure that MS-Query is installed in the system in which you will be installing Tally. This enables ODBC as soon as Tally is installed.

The ODBC server automatically displays on the Calculator pane.

More:

Outward Connectivity

Inward Connectivity

Altering Reorder Levels and Minimum Quantities

There are two ways of altering the Reorder Levels and the Minimum Order Quantities defined earlier.

  1. Go to Gateway of Tally > Inventory Info > Reorder Levels

Select the Group of the Stock Items from the List of Groups to display the Specify Reorder Levels screen. Make the necessary changes and accept Yes to save.

OR

  1. Go to Gateway of Tally > Display > Statements of Inventory > Reorder Status

Obtain Reorder Status and Quantities to Order

Go to Gateway of Tally > Display > Statements of Inventory > Reorder Status

Select a Group of Stock Items from the List of Groups. The Inventory Reorder Status screen displays.

 

This report gives you the reorder status of Stock Items categorised under the selected Group.

Click the button A: Reorder Only to remove those items for which there are no orders to be placed.

Apart from identifying the quantity to be ordered, you can move your cursor on the fields and drill down for more information.

Specifying Reorder Levels

Go to Gateway of Tally > Inventory Info > Reorder Levels

Select a group of Stock Items from the List of Groups, to specify Reorder Levels for the Stock Items in the Specify Reorder Levels screen.

For each item in stock, you can define a Reorder Level and the Minimum Order Quantity. If you click Simple Reorder button, the consumption alternatives will not be available and hence you have to input the quantities.

Note: The option Reorder Levels is displayed in the Inventory Info. menu only if Allow Purchase Order Processing is enabled in F11: Features.