Tally is good at accounts. The books are correct. The GST returns go on time. Your CA
\n knows every ledger.<\/p>\n
But a company is more than accounts. Stock, production, purchase, sales, payroll. When
\n these run outside Tally, the work becomes manual. Stock is in Excel. Production is
\n planned on WhatsApp. Three units mean three company files.<\/p>\n
An ERP brings all of this into one system. Here are five signs that it is time. Then,
\n how the move goes, step by step.<\/p>\n
The stock figure in the file is what someone typed last. To know the real stock, you Tally can hold a bill of material. It does not plan production. Which order to start Each company in Tally is a separate file. Three units mean three sets of books. Stock In an ERP, all units are in one system. A transfer between units is one document. The Tally has payroll. Attendance comes from a biometric machine as a file. Leave is on paper So the next quotation is last year’s rate plus a percentage. This is the most important The accounts must still be correct. Your CA and your auditor must still be happy. Check The best date is 1 April. A new financial year starts. The opening balances are the Move these: chart of accounts, parties with GSTIN and PAN, stock items with HSN codes This is also a good time to clean the masters. One customer with three spellings. Stock Start with the unit where stock is the biggest problem. When it runs well for a month, For the first month, enter every transaction in both. At month-end, compare the two One person owns the masters and the date. Your CA checks the opening balances. From the For one unit with clean masters, a few weeks. For several units, longer. Cleaning the Onfinity costs ₹1,999 per user per month for the people who work in the system.
\n call the store. Every purchase order depends on that call. In an ERP,
\n stock moves with the
\n documents<\/a>. Receipt, issue, transfer, return. Every movement has a record. So the
\n stock figure is always current.<\/p>\n2. Production is planned in a chat group<\/h2>\n
\n first? What material is needed, and by which date? Which machine is free? Today this is
\n in the production manager’s head. An ERP has an
\n MRP run<\/a>. It takes the open sales
\n orders, reads the bills of material, and gives a list: what to buy, what to make, and by
\n when.<\/p>\n3. Three units, three company files<\/h2>\n
\n sent from one unit to another is a sale in one file and a purchase in the other.
\n Someone enters it twice. The group total is made in Excel.<\/p>\n
\n tax on it is decided on that document. The group total is a report.
\n (Moving
\n stock between your own units is still a tax event.<\/a> One document handles it.)<\/p>\n4. Attendance, leave and payroll are in three places<\/h2>\n
\n or in another tool. Every month, someone matches the three by hand. In an ERP,
\n attendance,
\n leave and payroll are one record<\/a>. The payslip is made from the punches. EPF, ESI and
\n professional tax come out of the same run.<\/p>\n5. You do not know what the last job cost<\/h2>\n
\n sign, because it decides your margin. Accounts show the total. They do not show the cost
\n of one job. The cost figures slowly go wrong, and nobody sees it
\n (four
\n ways costing drifts<\/a>). An ERP costs each work order: material used, operations done,
\n job
\n work charges<\/a>, and scrap.<\/p>\nWhat does not change<\/h2>\n
\n this first in any ERP. The e-Invoice with IRN and the e-Way bill should come from the
\n invoice itself. CGST, SGST and IGST should follow the place of supply automatically.
\n Your CA still files the returns, from figures that match the invoices.<\/p>\nHow the move goes<\/h2>\n
Choose a clean date<\/h3>\n
\n audited closing balances. If that is far away, take the first day of a quarter, after
\n the returns for the last quarter are filed. Do not start in the middle of a month.<\/p>\nMove the masters, not the old vouchers<\/h3>\n
\n and units, opening balances, open invoices and open purchase orders. Do not move ten
\n years of vouchers. Keep Tally installed for reading old data. An old invoice from 2019
\n can be opened there any time.<\/p>\n
\n items not used since 2021. A ledger called “Misc”. Leave them behind.<\/p>\nStart with one unit<\/h3>\n
\n the next unit follows. One unit at a time keeps the move calm.<\/p>\nRun one month in both systems<\/h3>\n
\n trial balances. When they match, the move is done.<\/p>\nWho does what<\/h3>\n
\n store, the plant and the office, one person each who knows the real daily work.<\/p>\nHow long<\/h3>\n
\n masters is the biggest part of the work, so start it early.<\/p>\nWhat it costs<\/h2>\n
\n Payroll and employee self-service cost ₹70 per employee per month. Pluto, the open
\n source edition, is free to
\n download<\/a> and runs on your own server. Nova, the edition for several plants, is
\n priced on request. What each
\n edition costs<\/a> is on one page, with what is not included.<\/p>\n