Description:


This document describe how to use Enjay SugarCRM Tally Integration Module or crm erp or erp crm or SugarCRM+Accounting or sugarcrm billing module or Sugarcrm billing or crm+Accounting . This SugarCRM Module Support tally erp 9 and other tally versions.


Table of Contents

 

  • Purpose of the module

  • Installation

  • Configurations

  • How to Use


Purpose of the module

  • Using this Addon User can Create or Update Tally Ledger from SugarCRM itself.

  • You can check the Closing Balance as well Balance Details Bill by Bill.

  • Just not that it will automatically relate Bill By Bill Detail to particular Account.


Installation

    • After purchasing, install the SugarCRM Tally Integration module and log in as an administrative user.
    • From the main page, click the 'Admin' tab.




    • Then, under the 'Developer Tools' section, choose 'Module Loader'.

       

       


    • Click 'Browse' to choose from the available modules.Select the package and then click 'Upload' and allow the file transfer to complete.

    • When the module is ready for installation, take a moment to read the 'Software License Agreement'.

    • If you agree to the terms of the License Agreement, choose 'Accept', then click to 'Commit'.

       

       



    • Verify that the module completed installation.

     

    • Your Addon of SugarCRM Tally Integration Installed Successfully,Enjoy the features of Addon.


    How to Use


    1. Group Module Configuration

    • After Installation Of SugarCRM Tally Integration Module there is one Custom Module Automatically created 

              User have to create one Sample Group Name.


  • After that click on View Group,there is one Button termed "Sync Tally Groups" Click on that all the Groups 
    •    from Tally automatically sync with SugarCRM.





       
           2. Drop Down Configuration

      • After Module is Activated Admin User have to go in Studio in admin Panel.
      • Go in Studio > Accounts > Fields.
      • User have to select appropriate Drop Down List according to Field Name.

        1. Default Nature of Purchase


      2. State Name


      3. Type of Vat Dealer





      Support Contact Details

      • Web store :store.enjayworld.com
      • Email : support@enjayworld.com
      • Skype Idenjayconnectors
      • Call us on (0260) 6612958