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how to know the gross profit for each sales man by products in Tally 9

If any company appoints salesmen , then if company sends goods to them is not sale because they are the consignee or agent of company . But if the salesmen are the private and they pay when they buy goods from company , then this will be sale . So , it is very necessary for Company to know gross profit for each sale man by product . Tally 9 provides facility to know same thing .
I have obtained one query from an accountant who wants to know same thing . His original problem is below




Problem


The co. is a trading co. import goods from out of country and sell it in the local market.

We want to get the report in Tally 9 as follows.

Sales Report for August 2009 ( prepared by sales coordinator in Excel )

Salesman ↓ Toshiba ↓ Dell ↓ Acer ↓ HP Printer ↓ Epson Printer ↓ Total Sales ↓ % Sales
------------------ ----------------- -------------- -------------- ---------------- ----------------------- -------------------- --------------
Preman 50000 ↓ 75000 ↓ 65000 ↓ 23050 ↓ 15000 ↓ 228050 ↓ 43 %
Dass 44000 ↓ 55000 ↓ 35000 ↓ 13550 ↓ 5000 ↓ 152550 ↓ 29 %
Ahmed 60600 ↓ 35600 ↓ 52000 ↓ 0 ↓ 2300 ↓ 150500 ↓ 28 %
------------------ ----------------- -------------- -------------- ---------------- ----------------------- -------------------- --------------
Total 154600 ↓ 165600 ↓ 152000 ↓ 36600 ↓ 22300 ↓ 531100 ↓ 100 %
========= ======== ======= ======= ======== ============


Solution


For showing gross profit for each sale man by product in tally 9 , you should follow following simple steps

Step No. 1


Create Stock category

For creating stock category , click inventory info , then click stock category after this
create two stock category under primary


1. Notebook


2. Printers


Step No. 2



Create unit measurement

Step No. 3


Create Stock item
  • Acer
  • Dell
  • Toshiba
above stock item will be created under Notebook
  • Epson Printer
  • HP Printers
above stock item will be created under Printer
Step No. 4

Create Voucher Type


Go to gateway of tally again , then click account info , then click voucher type .


In voucher type , you have to write name of Ahmed and then in the front of type of sale you have to write sale and then accept it , same type of voucher , you again should create for premnath and dass salesmen .








Step No. 5


Create ledger accounts


Making of Purchase , Sale and bank account under purchase , sale and bank account in Ledger creation . For this go to account info and then ledger and then click create .


Step No. 6


Pass the voucher entry of purchase in Accounting Voucher



Step No. 7


Pass the voucher entry of Sale


This is important because when you have to click Accounting vouchers in the gateway of tally and then select sale voucher , you will see voucher type .




Select the salesman name and then pass the voucher entry of sale by filling the items name , rate and quantity . I have also done same thing , but not real which showed in accountant's problem




After accepting this , you have to pass same sale entry by taking premnath and dass in account type .

Step No. 8
See gross profit of each salesman by product
For seeing gross profit of each salesman by product , you have to go display , then click statement of inventory , then click category and choose Note book and then see report



When you are seeing report , if you want to see each salesman's gross profit , right side the button of gross profit and monthly , click it . After this you will enable to know gross profit of each salesman by product .


Comments

: 2
  1. I did exactly as you mentioned, but i am not able to see at the end sales man wise. Every thing till the last step was OK, but display problems maybe. I clicked the 2 buttons MONTHLY & SHOW PROFIT.
    After that i cant find any row "voucher type"
    Pls help

    ReplyDelete
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Accounting Education: how to know the gross profit for each sales man by products in Tally 9
how to know the gross profit for each sales man by products in Tally 9
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