Voucher Classes for Faster POS Invoicing in TallyPrime: 4 Steps

1. Understanding Voucher Classes in TallyPrime

Voucher classes are a powerful feature in TallyPrime that allows you to group similar transactions together.

By creating a voucher class specifically for POS invoices, you can streamline the process of creating and entering POS invoices.

2. Steps to Create a Voucher Class for POS Invoices in TallyPrime:

1. Go to Gateway of Tally:

Open TallyPrime and navigate to the Gateway of Tally.

2. Create a Voucher Class:

• Press Alt+F1 (Voucher Type).
• Press Alt+C (Create) to create a new voucher class.
• Name the class “POS Invoice”.
• Assign the default voucher type to “Sales Invoice”.

3. Set Default Settings:

• Set default values for fields like payment mode, discount, and tax.
• You can also assign default stock groups or ledgers to speed up the process.

3. Using the Voucher Class for POS Invoices in TallyPrime:

1. Go to Vouchers:

Press Alt+G (Go To) and select Vouchers.

2. Select the Voucher Class:

Select the “POS Invoice” voucher class.

3. Enter POS Details:

• Enter the customer details, product information, and payment details.
• The default settings you defined will be pre-filled.

4. Save the Invoice:

Press Ctrl+A to save the POS invoice.

4. Example of Using the Voucher Class for POS Invoices in TallyPrime:

Let’s say you frequently sell a particular product “Product X” at a fixed price of Rs. 100.

You can create a POS invoice class with the following default settings:

• Product: “Product X”
• Quantity: 1
• Rate: Rs. 100

When you create a new POS invoice using this class, the product details will be automatically filled in, saving you time and effort.

5. Benefits of Using Voucher Classes for POS Invoicing in TallyPrime:

• Faster Data Entry: Pre-filled information speeds up the invoice creation process.
• Reduced Errors: Minimizes the risk of errors in data entry.
• Consistent Formatting: Ensures consistent formatting and layout for all POS invoices.
• Improved Efficiency: Streamlines the overall POS process.

By effectively using voucher classes for POS invoices in TallyPrime, you can significantly improve the speed and accuracy of your sales transactions.