Notes for people who run a business on Tally

How-tos, comparisons with dated prices, and the GST rules in plain words. Written by people who have sat at the shop computer.

Three jobs a business software does, the bill, the books and the stock, and the question of which software keeps each record 1 Bill made at the counter, or on a phone 2 Books the ledgers your accountant closes 3 Stock what the godown holds today Three jobs. Which software keeps each record? Replace Tally, sit beside it, or stay in step with it

17 minute read

Vyapar, myBillBook, Zoho Books, Marg and Orzoni for a business that keeps its books in Tally: which replace it, which export to it, what each costs.

The Orzoni team

More posts

A polite payment reminder, written out and ready for the owner to send A message card that reads: a small reminder, invoice 0412 for 84,370 rupees fell due on 11 September, thank you. Under it a button reads You press send. Collecting dues Ask politely. Ask on time. Keep the customer A small reminder Invoice 0412 for ₹84,370 fell due on 11 September. Sharing it again in case it was missed. Thank you. You press send

15 minute read

Collecting dues politely on WhatsApp, without losing the customer

When to send the first payment reminder, what to write, when to call instead, and how to keep the customer, with sample messages to send yourself.

A tax invoice checked field by field against Rule 46 A drawn tax invoice with its fields as plain bars: the supplier, the invoice number and date, the buyer and GSTIN, the item lines with HSN codes, the tax and the total. A column of ticks runs down its side, one for each particular the rule asks for. GST invoice rules What a bill must carry Rule 46, field by field Tax invoice

15 minute read

GST invoice rules: what a tax invoice must carry, and the mistakes that cost you

What a GST tax invoice must carry under Rule 46, the serial number rule, when to issue it, HSN digits by turnover, and the Section 122 penalties.

One code, KRT-BLU-M, shared by the store and the books A product tag carrying the code KRT-BLU-M, joined on the left to the store and on the right to the books, with the words the same code on both. One code, store and books Store Books KRT-BLU-M the same code on both

15 minute read

One SKU for the store and the books: linking products once

Make the Tally stock item the one record, link each Shopify listing to it by code, barcode or name, and merge differences without touching the store.

The saw-tooth of stock falling to a reorder level and being filled again A white line of stock on hand falls steadily, touches a dashed reorder line where a dot marks the order, falls a little further, then jumps back up when the goods arrive, twice over. Reorder levels and dead stock What to buy again, and what to stop Reorder level

15 minute read

Reorder levels and dead stock: what to buy again and what to stop

Set a reorder level from selling speed and lead time, find stock that has stopped moving, and decide what to do with it, with the arithmetic shown.

A store order for ₹2,598 on the left, a Make bill button in the middle, and on the right the draft GST invoice it becomes, with CGST and SGST worked out Order #1002 2 × Kurta Blue M Paid ₹2,598 Make bill one press Draft invoice Taxable CGST 2.5% SGST 2.5% 2,474.28 61.86 61.86 Total ₹2,598 You send it to Tally

16 minute read

From a Shopify order to a GST invoice in one press

How a store order becomes a draft GST invoice in Orzoni, what to check on it (customer, state, CGST or IGST), and how it reaches Tally on Send.

Four routes from a store's orders to Tally, side by side: by hand, a Shopify app, a connector service and Orzoni Store orders #1001 #1002 #1003 1 By hand 2 A Shopify app 3 A connector service 4 Orzoni Tally sales vouchers

17 minute read

Four ways to get Shopify orders into Tally, compared

Hand entry, a Shopify app, a connector service, or Orzoni: what each puts into Tally, what it leaves out, and what it costs as published.

Counts go one way, from the Tally godown to the Shopify store A card reading 16 in the godown, an arrow labelled the count is 13, and a card reading 13 on the store. Two pieces are held for orders and one is kept back. Counts go one way In the godown 16 Tally On the store 13 Shopify the count is 13 2 held for orders 1 kept back

15 minute read

How to keep Shopify stock in step with your Tally godown

Which Tally godown feeds which store location, how to see the difference before sending a count, the three count modes, and a shop computer left off.

One item, three numbers: 3 on the shelf, 5 in Tally, 9 on the store Three cards side by side with unequal signs between them. The shelf holds 3, counted today. Tally says 5 in the books. The store shows 9 to buyers. One item, three numbers Shelf 3 counted today ≠ Tally 5 in the books ≠ Store 9 shown to buyers

15 minute read

Why your store's stock does not match the godown, and how to find out

The eight usual causes of a Shopify count that disagrees with the shelf, how to find the first difference, and a weekly check that keeps them apart.

Four setups between Tally on the office computer and a phone: Reports in Browser, Remote Access, Cloud Access and Orzoni Tally The office computer where your books are kept 1 Reports in Browser 2 Remote Access 3 Cloud Access 4 Orzoni Four setups each answers see and do differently To collect ₹39.95 L To pay ₹37.55 L Your phone at the supplier's shop

16 minute read

Tally on your phone: four setups compared, with prices

Reports in Browser, Remote Access, Cloud Access, or Orzoni on top of Tally: what each shows on a phone, what each needs and what each costs.

Tally on the office computer, where the books stay, and a phone showing the same figures from a checked copy read each minute Tally The books stay here read each minute a checked copy, not the original ME Meridian Electricals Live · checked just now To collect ₹39.95 L To pay ₹37.55 L Your phone

16 minute read

How to get Tally on your phone without moving your books

Two ways to see your Tally books on a phone while they stay on the office computer: Tally's browser reports, and Orzoni. Steps and what to expect.

For how each screen works, the guides take Orzoni step by step.