Most traders and distributors use only a small part of TallyPrime, and do the rest by hand — copying data to Excel, calling parties for payments, re-typing rates. A few small customizations can remove that repetitive work. Here are the eight we install most often for trading businesses in Gujarat.
1. A professional GST invoice format
The default invoice works, but most businesses want their logo, bank and UPI details, terms and conditions, transport details and a cleaner layout. A custom format makes you look more professional and avoids handwritten additions on printed bills.
2. Pending bills and outstanding report
A party-wise list of unpaid bills with bill date, due date and days overdue, totalled and ready to print or export. Your collection staff get one clear sheet instead of checking ledgers one by one.
3. Payment reminder letters
Generate reminder letters for all overdue parties in one go — ready to print, email or share on WhatsApp. Polite, consistent reminders usually bring payments in faster than phone calls alone.
4. Credit limit and overdue alerts
Set a credit limit per party and let Tally warn — or block — a new sale when the limit is crossed or old bills are overdue. This stops bad debts before they grow.
5. Excel to Tally import
If you receive orders, bank statements or price lists in Excel, a custom import lets you bring vouchers, ledgers or items into Tally in your own Excel format instead of typing them again.
6. Party-wise rates and discounts
Different customers often have different agreed rates. A customization can pick the correct rate and discount automatically during sales entry, so staff don't have to remember them.
7. Salesman and area-wise reports
Track sales and collections by salesman, area or route, and compare against targets. Owners get a quick view of who is performing without building reports in Excel.
8. Transport and LR details on invoices
Capture transporter, LR number, vehicle number and e-way bill details at the time of entry and print them on the invoice — useful for distributors who dispatch daily.
How much does it cost?
Most of these are small, ready add-ons that we install and adjust to your format, so they are quick and affordable. Larger or unique requirements are quoted after a short call. Either way, you get a fixed price before we start.