Professional Training Course on
Tally.ERP9
Training Hand Note
Tally.ERP9 Training Note Sheet
Note No-1(Group)
How to create group?
Gateway of Tally > Accounts info > Group > Create > Write the group name and under select and then save (Ctrl+A).
[A + G + C + (Ctrl+A)]
How to alter group?
Gateway of Tally > Accounts info > Group > Alter > Select the group which you want to alter and under select and then save (Ctrl+A)
[A + G + A + (Ctrl+A)
How to delete group?
Gateway of Tally > Accounts info > Group > Alter > select the group which you want to delete and then delete (Alter+D)
[A + G + A + (Alter+D)
How to display group?
Gateway of Tally > Accounts info > Group > Display > Show the list of group
[A + G + D]
Note No-2 (Ledger)
How to create ledger?
Gateway of Tally > Accounts info > ledger > Create > Write the ledger name and under select and then save (Ctrl+A)
[A + L + C + (Ctrl+A)]
How to alter ledger?
Gateway of Tally >Accounts info > ledger > Alter > Select the ledger which you want to alter and under select and then save (Ctrl+A)
[A + L + A + (Ctrl+A)]
How to delete ledger?
Gateway of Tally > Accounts info > ledger > Alter > select the ledger which you want to delete and then delete (Alter+D)
[A + L + A + (Alter+D)
How to display ledger?
Gateway of Tally > Accounts info > Ledger > Display Show the list of ledger
[A + L + D]
Note No-3 (Stock Group)
How to create stock group?
Gateway of Tally > Inventory info > Stock group > Create Write the name of stock group and under select and then save (Ctrl+A)
[I + G + C + (Ctrl+A)]
How to alter stock group?
Gateway of Tally > Inventory info > Stock group > Alter Select the stock group which you want to alter and then save (Ctrl+A)
[I + G + A + (Ctrl+A)]
How to delete stock group?
Gateway of Tally > Inventory info > Stock group > Alter Select the stock group which you want to delete and then delete (Alter+D)
[I + G + A + (Alter+D)]
How to display stock group?
Gateway of Tally >Inventory info>Stock group>Display >Show the list of stock group.
[I + G + D]
Note No-4 (Stock Item)
How to create stock Item?
Gateway of Tally > Inventory info > Stock Item > Create Write the name of stock Item and under select and then save (Ctrl+A).
[I + I + C + (Ctrl+A)]
How to alter stock Item?
Gateway of Tally > Inventory info > Stock Item > Alter Select the stock Item which you want to alter and then save (Ctrl+A)
[I + I + A + (Ctrl+A)]
How to delete stock Item?
Gateway of Tally > Inventory info > Stock group > Alter Select the stock Item which you want to delete and then delete (Alter+D)
[I + G + C + (Ctrl+A)]
How to display stock Item?
Gateway of Tally > Inventory info > Stock group > Display > Show the list of stock Item. [I + I + D
Note No-5 (Cost Categories)
How to create cost categories?
Gateway of Tally > Accounts info > Cost categories > create Write the name of cost categories and choose right option according to you and yes Select then save. (Ctrl+A)
[A + O + C + (Ctrl+A)]
How to alter cost categories?
Gateway of Tally > Accounts info > Cost categories> Alter Select the cost categories which you want to alter and then save (Ctrl+A)
[A + O + A + (Ctrl+A)]
How to delete cost categories?
Gateway of Tally > Accounts info > Cost categories > Alter Select the cost categories which you want to delete and then (Alter+D)
[A + O + A + (Alter+D)]
How to show cost categories?
Gateway of Tally > Accounts info > Cost categories > Display >Show the list of cost categories.
[A + O + D]
Note-6 (Cost Center)
How to create cost center?
Gateway of Tally > Accounts info > Cost center > create Select cost categories then Write the name of cost center and choose under: primary and then save (Ctrl+A)
[A + C + C + (Ctrl+A)]
How to alter cost center?
Gateway of Tally > Accounts info > Cost center > Alter Select the cost center which you want to alter, then write and then save. (Ctrl+A).
[A + C + A + (Ctrl+A)]
How to delete cost center?
Gateway of Tally > Accounts info > Cost center > Alter Select the cost center which you want to delete and then (Alter+D).
[A + C + A + (Alter+D)]
How to display cost center?
Gateway of Tally > Accounts info > Cost categories > Display >Show the list of cost center.
[A + C + D]
Note No-7 (Simple Unit)
How to create units?
Gateway of Tally > Inventory info > Units of measure > create Write the name of Units and then save (Ctrl+A)
[I + U + C + (Ctrl+A)]
How to alter units?
Gateway of Tally > Inventory info > Units of measure > Alter Select the units which you want to alter, then write and then save (Ctrl+A)
[I + U + A + (Ctrl+A)]
How to delete units?
Gateway of Tally > Inventory info > Units of measure > Alter, Select the units which you want to delete and the (Alter+D)
[I + U + A + (Alter+D)]
How to display units?
Gateway of Tally > Inventory info>Units of measure > Display > Show the list of units [I + U + D]
Note No-8 (Godown)
How to create Godown?
Gateway of Tally >Inventory info > Godown > Create Write the godown name and under select and then save (Ctrl+A)
[I + D + C + (Ctrl+A)]
How to alter Godown?
Gateway of Tally > Inventory info >Godown >Alter Select the Godown which you want to alter and under select and then save (Ctrl+A)
[I + D + A + (Ctrl+A)]
How to delete Godown?
Gateway of Tally > Inventory info > Group > Alter Select the godown which you want to delete and then (Alter+D)
[I + D + A + (Alter+D)]
How to display Godown?
Gateway of Tally >Inventory info > Godown > Display Show the list of godown
[I + D + D]
Note-9 (Cash Payment Voucher)
How to create Cash payment voucher?
Gateway of Tally > Accounts info > Voucher type > Create Write the name cash payment and type of voucher: Payment, fill up other option then save (Ctrl+A)
[A + V + C + (Ctrl+A)]
How to alter Cash payment voucher?
Gateway of Tally > Accounts info > Voucher type >Alter Select the cash payment then alter and then save (Ctrl+A)
[A + V + A + (Ctrl+A)]
How to delete Cash payment voucher?
Gateway of Tally > Accounts info > Voucher type > Alter > Select the cash payment voucher, which you want to delete and then (Alter+D)
[A + V + A + (Alter+D)]
How to display Cash payment voucher?
Gateway of Tally > Accounts info > Voucher type > Display >Show the list of voucher/ cash payment voucher
[A + V + D]
Note No-10 (Bank Payment Voucher)
How to create Bank payment voucher?
Gateway of Tally > Accounts info > Voucher type > Create Write the name bank payment and type of voucher: Payment, fill up other option then save (Ctrl+A)
[A + V + C + (Ctrl+A)]
How to alter Bank payment voucher?
Gateway of Tally > Accounts info > Voucher type >Alter Select the bank payment then alter and then save (Ctrl+A)
[A + V + A + (Ctrl+A)]
How to delete Bank payment voucher?
Gateway of Tally > Accounts info > Voucher type > Alter Select the bank payment voucher, which you want to delete and then (Alter+D)
[A + V + A + (Alter+D)]
How to display Bank payment voucher?
Gateway of Tally>Accounts info >Voucher type > Display Show the list of voucher/ bank payment voucher
[A + V + D]
Note No-11 (Bank Receipts Voucher)
How to create Bank receipts voucher?
Gateway of Tally > Accounts info > Voucher type > Create Write the name bank receipts and type of voucher: Receipts, fill up other option then save (Ctrl+A)
[A + V + C + (Ctrl+A)]
How to alter Bank receipts voucher?
Gateway of Tally > Accounts info > Voucher type >Alter Select the bank receipts then alter and then save (Ctrl+A)
[A + V + A + (Ctrl+A)]
How to delete Bank receipts voucher?
Gateway of Tally > Accounts info > Voucher type > Alter Select the bank receipts voucher, which you want to delete and then (Alter+D)
[A + V + A + (Alter+D)]
How to display Bank receipts voucher?
Gateway of Tally>Accounts info> Voucher type>Display Show the list of voucher/ bank receipts voucher
[A + V + D]
Note No-12 (Cash Receipts Voucher)
How to create Cash receipts voucher?
Gateway of Tally> Accounts info> Voucher type> Create Write the name cash receipts and type of voucher: Receipts, fill up other option then save (Ctrl+A)
[A + V + C + (Ctrl+A)]
How to alter Cash receipts voucher?
Gateway of Tally > Accounts info > Voucher type >Alter Select the cash receipts then alter and then save (Ctrl+A)
[A + V + A + (Ctrl+A)]
How to delete Cash receipts voucher?
Gateway of Tally > Accounts info > Voucher type > Alter Select the cash receipts voucher, which you want to delete and then (Alter+D)
[A + V + A + (Alter+D)]
How to display Cash receipts voucher?
Gateway of Tally > Accounts info > Voucher type > Display Show the list of voucher/ cash receipts voucher
[A + V + D]
Note No-13 (Production Voucher)
How to create Production voucher?
Gateway of Tally > Accounts info > Voucher type > Create Write the name Production and type of voucher: Stock journal Fill up ‘use as a manufacturing journal: Yes then save (Ctrl+A)
[A + V + C + (Ctrl+A)]
How to alter Production voucher?
Gateway of Tally > Accounts info > Voucher type > Alter Select production voucher then alter and then save (Ctrl+A)
[A + V + A + (Ctrl+A)]
How to delete Production voucher?
Gateway of Tally > Accounts info > Voucher type > Alter Select the production voucher, which you want to delete and then (Alter+D)
[A + V + A + (Alter+D)]
How to display Production voucher?
Gateway of Tally> Accounts info> Voucher type> Display Show the list of voucher/ production voucher
[A + V + D]
Note No-14 (Godown Transfer Voucher)
How to create Godown transfer voucher?
Gateway of Tally > Accounts info > Voucher type > Create, Write the name Godown transfer and type of voucher: Stock journal, fill up ‘Name of class’: Transfer, then show a pop up ‘Use class for inter-godown transfers’: Yes and then save (Ctrl+A)
[A + V + C + (Ctrl+A)]
How to alter Godown transfer voucher?
Gateway of Tally > Accounts info > Voucher type > Alter > Select godown transfer voucher then alter and then save (Ctrl+A)
[A + V + A + (Ctrl+A)]
How to delete Godown transfer voucher?
Gateway of Tally > Accounts info > Voucher type > Alter, Select the godown transfer voucher, which you want to delete and then (Alter+D)
[A + V + A + (Alter+D)]
How to display Godown transfer voucher?
Gateway of Tally > Accounts info > Voucher type > Display > Show the list of voucher/ Godown transfer voucher
[A + V + D]
Note No-15 (Export & Import Of Data)
How to export Data from a company?
First: We create a new company, where will import data from a company. But import company creation chart and export company creation chart would be same.
Second: Gateway of Tally > Display > List of account > Export >Then show a popup and fill up it. Thus,
Note No-16 (Employee Group)
How to create employee group?
Gateway of Tally > Payroll info > Employee Groups > Create > Write the group name and under select and then save (Ctrl+A)
[L + G + C + (Ctrl+A)]
How to alter employee group?
Gateway of Tally > Payroll info > Employee Groups > Alter > Select the group which you want to alter and under select and then save (Ctrl+A)
[L + G + A + (Ctrl+A)
How to delete employee group?
Gateway of Tally > Payroll info > Employee Groups > Alter > select the group which you want to delete and then delete (Alter+D)
[L + G + A + (Alter+D)
How to display employee group?
Gateway of Tally > Payroll info > Employee Groups > Display > select the group which you want to display.
[L + G + D]
Note No-17 (Employee)
How to create employee?
Gateway of Tally > Payroll info > Employee > Create > Write the employee name and under select and then save (Ctrl+A)
[L + E + C + (Ctrl+A)]
How to alter employee?
Gateway of Tally > Payroll info > Employee > Alter > Select the employee name which you want to alter and under select and then save (Ctrl+A)
[L + E + A + (Ctrl+A)
How to delete employee?
Gateway of Tally > Payroll info > Employee > Alter > select the employee which you want to delete and then delete (Alter+D)
[L + E + A + (Alter+D)
How to display employee?
Gateway of Tally > Payroll info > Employee > Display > select the employee which you want to display
[L + E + D]
Note No- 18 (Units/ Work)
How to create units/ work?
Gateway of Tally > Payroll info > Units/ Work > create > Write the name of Units and then save (Ctrl+A)
[L + U + C + (Ctrl+A)]
How to alter units/ work?
Gateway of Tally > Payroll info > Units/ Work > Alter Select the units which you want to alter, then write and then save (Ctrl+A)
[L + U + A + (Ctrl+A)]
How to delete units/ work?
Gateway of Tally > Inventory info > Units of measure > Alter > Select the units which you want to delete and the (Alter+D)
[L + U + A + (Alter+D)]
How to display units/work?
Gateway of Tally > Payroll info > Units/ Work > Select the units which you want to display
[L + U + D]
Note No- 19 (Attendance/Production Types)
How to create attendance/production types?
Gateway of Tally > Payroll info > attendance/production types > Write the name of present/ absent/overtime and then save (Ctrl+A)
[L + A + C + (Ctrl+A)]
How to alter attendance/production types?
Gateway of Tally > Payroll info > attendance/production types > Alter Select the present/ absent/ overtime which you want to alter, then write and then save (Ctrl+A)
[L + A + A + (Ctrl+A)]
How to delete attendance/production types?
Gateway of Tally > Payroll info > attendance/production types > Alter > Select the present/ absent/overtime which you want to delete and the (Alter+D)
[L + A + A + (Alter+D)]
How to display attendance/production types?
Gateway of Tally > Payroll info > attendance/production types > Select the present/ absent/overtime which you want to display
[L + A + D]
Note No-20 (Pay Head)
How to create pay head?
Gateway of Tally > Payroll info > Pay Head > Create > Write the pay head name and under select and then save (Ctrl+A)
[L + P + C + (Ctrl+A)]
How to alter pay head?
Gateway of Tally > Payroll info > Pay Head > Alter > Select the pay head name which you want to alter and under select and then save (Ctrl+A)
[L + P + A + (Ctrl+A)
How to delete pay head?
Gateway of Tally > Payroll info > Pay Head > Alter > select the pay head which you want to delete and then delete (Alter+D)
[L + P + A + (Alter+D)
How to display pay head?
Gateway of Tally > Payroll info > Pay Head > Display > select the pay head which you want to display
[L + P + D]
Note No-21 (Salary Details)
How to create salary details?
Gateway of Tally > Payroll info > Salary Details > Create > Select employee name and select pay head and then save (Ctrl+A)
[L + S + C + (Ctrl+A)]
How to alter salary details ?
Gateway of Tally > Payroll info > Salary Details > Alter > Select employee name and select pay head which you want to alter and then save (Ctrl+A)
[L + S + A + (Ctrl+A)
How to delete salary details?
Gateway of Tally > Payroll info > Salary Details > Alter > Select employee name and select pay head which you want to delete and then delete (Alter+D)
[L + S + A + (Alter+D)
How to display salary details?
Gateway of Tally > Payroll info > Salary Details > Display > Select employee name which you want to display
[L + S + D]