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Procedure for Import Purchase Vouchers

Excel Template

  • Purchase vouchers are categorised in to three formats, such as,
    • Voucher Mode
    • Invoice Mode (Without inventory)
    • With inventory
  • Excel templates are structured to manage the above three major formats for easy import.
  • Excel templates are enabled with columnar and multi line ledgers, stock items and vouchers methods.

Excel file Validation before Import

  1. Check here for Common Procedure for Vouchers Import
  2. Verify Master, connected master, such as; ledgers and stock items of the loaded excel can be verified and created to tally directly and automatically
  3. Optional for Inventory Vouchers
    1. Additional below columns should be added for Purchase with Inventory Vouchers.
    2. Item Unit need not be mentioned, as it will be dynamic automatically.
    3. If Godown or Batch Name used in Tally, then such Fields shall be used next to “StockItemName” column.
  4. Tracking Number and Date, can be used to fill the delivery note details in purchase voucher.
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  1. Order Number and Date, can be used to update the purchase order details in purchase voucher.
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  1. Package Marks and Number of Packages, can be used to update in each items in purchase voucher.
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Step to Import from Excel

  1. Ensure that Tally Master App is connected to Tally thru ODBC
  2. Go to Accounts Voucher menu, click “Purchase”
  3. In the bottom, click “Load Excel”, select your purchase vouchers updated excel file and it would be loaded on the screen.
  4. Use Verify Master button for verifying the availability of ledgers between Excel sheet with company connected in Tally.
  5. Configuration (top right on the grid), to select the default voucher type, if multiple vouchers are created and used in Tally.
  6. Now click “Upload to Tally” button to import entries to Tally directly.
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