How to Sign-Up for WhatsApp in TallyPrime: 7 Steps + Example

To start using WhatsApp with TallyPrime, follow these detailed steps:

1. Update TallyPrime:

Ensure that your TallyPrime is updated or upgraded to the latest version that includes WhatsApp integration.

2. Enable WhatsApp in TallyPrime:

• Navigate to Gateway of Tally > F11: Features.
• Under Connectivity Features, enable the WhatsApp option.

3. Enable WhatsApp in TallyPrime:

• After enabling WhatsApp, you’ll be prompted to sign up.
• TallyPrime will display a QR code on the screen.
• Open WhatsApp on your mobile device, go to WhatsApp Web (in settings), and scan the QR code.

4. Link Your WhatsApp Account:

• Once the QR code is scanned, your WhatsApp account will be linked to TallyPrime.
• You might be asked to verify your account details for security purposes.

5. Complete the Setup:

• After linking, TallyPrime will complete the setup process.
• You can now start sending invoices, reports, and other documents directly via WhatsApp.

6. Example: Signing-Up for WhatsApp in TallyPrime

ABC Electronics wants to send purchase orders via WhatsApp.

They follow the steps above to link their WhatsApp account to TallyPrime.

Now, whenever they generate a purchase order, they can easily share it with suppliers through WhatsApp, ensuring faster communication and transaction processing.

7. Conclusion:

Initiating WhatsApp integration in TallyPrime streamlines communication by allowing you to send documents directly through WhatsApp.

This setup is particularly beneficial for businesses looking to enhance customer service and streamline communication with clients and suppliers, making it easier to share important documents instantly and securely.