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How do I Import Stock Journal from Excel to Tally

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Follow Step By Step Process

1. Login in to your Excel2Tally.in account

 

2. Select Template “Stock Journal”

3. Click “Process Data”

4.Add Company & Select Template.

 

5.Download Sample file format

 

6. Once you are ready with your excel data then Choose file and Upload Excel

      STEP – 1 

 

7. Now Click Process Excel

    STEP – 2

  

 

8. Now Click Download XML

STEP – 3

 

9. Now import the converted XML to Tally, using option import data > vouchers

10. In case data is not imported in Tally than check Tally.imp file for data import log report.

Column Wise Explanation

The columns name given in RED are compulsory and are required to be filled where as the column names given in BLACK are optional.

Column Name Explanation Excel Template Explanation
Voucher Date This will be the voucher date Recommended format are
01/02/2018  OR  01-02-22018
Voucher No In Tally, voucher numbers are automatically set by default.  They are used with some words which are of greater digits such as 101 or A-101 or TAX-101 and so on.
You can select the required Method of voucher numbering from the voucher type creation/alteration screen.
The Methods of Numbering list appears as shown below:
1)Automatic
2) Automatic (manual over ride)
3) Manual
4) Multi-user Auto
VN-R1
Voucher Type  Voucher type pertains to Accounting, Inventory and Payroll. These are used for recording various transactions according to the user needs.
In Tally ERP9 Voucher type is the data entry form or screen where we are entering different types of transactions like Sales,Purchase,Receipt etc.
There are 18 vouchers already created in Tally Software,which is divided into four parts                                                                                                                                                              1) ACCOUNTING  VOUCHER                                                                                                                     2) INVENTORY  VOUCHER                                                                                                                    3) PAYROLL  VOUCHER
4) ORDER    VOUCHER
(THE ABOVE VOUCHERS WILL BE DISPLAYED BASED ON THE FEATURE YOU HAVE ENABLED)
Sales FY 18-19, Sales Delhi, Sales Amazon,
Sales Local
Item Name Item Name is basically the name of the product you are selling Methonal – A332, Thermostat- 54325, Cotton fabric – L1121 etc…
UOM UOM stands for UNIT OF MEASURE.
A unit of measure is assigned to all inventory items and must be defined before a product can be entered. Each product will have a stocking unit of measure a purchasing unit of measure.
Pcs, Nos, Kgs, Ltrs, Box, etc
Godown – From Godown is a place where stock items are stored. You can specify also where the stock items are kept.
Tally is very user friendly and thus provides you options to create multiple  godowns but however by default tally creates single godown i.e. MAIN LOCATION
Main location, Bhiwandi Warehouse, Amazon FBA, etc
Godown – To The place you want to deliver Bhiwandi
Batch No Batch No means a specific quantity or material that is intended to have uniform character and quality, within specified limits, and is produced according to a single manufacturing order during the same cycle of manufacture. B-123
QTY Qty is defined as an abbreviation for “quantity” and means the number or amount of something that quantifies that you wanted to Sell or Purchase 5 Nos, 5 KGS, 5 Ltrs, 5 Pcs
Rate A fixed price paid or charged for Goods or Services Per Unit Rs 12500/-
Amount This is a GROSS AMOUNT of the product before taxes, other charges & discounts  RS 24000/-
Narration A small brief explanation. Being goods transported from main location to biwandi

Important Note

– Please make sure that the ledger masters are already existing in your tally data

– If possible create separate stock journal voucher types with voucher numbering method manual & prevent duplicate = YES

– Option “Ignore errors during data import” should be YES. Find this option on Gateway of Tally > Press F12 > General

 

In case of any query, kindly write to us on support@excel2Tally.in 

For more details visit www.excel2tally.in

Updated on September 27, 2018

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