Enable Create Purchase Order from Re-Order Status in TallyPrime

Instantly Generate Purchase Orders from Re-Order Status for Smart Inventory Planning

Introduction

Efficient inventory management is critical for any business. One of the biggest challenges is ensuring that stock is replenished on time without manual tracking. In standard TallyPrime, you can view Re-order Status reports, but you cannot directly take action from that screen. This leads to:

• Manual PO Creation: Writing down short-stock items and then entering them manually in a PO.
• Risk of Stock-outs: Delays in manual entry can lead to "Out of Stock" situations.
• Human Errors: Mistakes in copying required quantities from the report to the voucher.
• Inefficient Procurement: Hours wasted in stock analysis instead of actual purchasing.

The Enable Create Purchase Order from Re-Order Status Add‑on by Pragyantra solves this by allowing users to directly generate purchase orders from the re-order report screen in one click.

What is “Re-Order to PO Automation”?

This add‑on is a custom Tally module that adds an "Action Button" to your Re-order Status report. With this add‑on installed, Tally can:

• Identify Shortfalls: Instantly see which items have fallen below their defined re-order levels.
• Direct PO Generation: Select the items and click a button to create a Purchase Order instantly.
• Auto-fill Quantities: Automatically suggests the "Shortfall Quantity" or "Re-order Quantity" in the PO.
• Streamline Replenishment: Ensures a seamless flow from stock analysis to procurement action.

Why Businesses Need This Add‑on

Manual handling of re-order reports is a bottleneck for growing businesses. If you have 500+ items, checking each one and creating orders is impossible without errors. The Pragyantra Re-Order to PO Add‑on enables one-click purchase automation, ensuring that your most-selling products are always on your shelves.

Key Features of the Add‑on

One-Click PO Generation
Convert re-order suggestions into official Purchase Orders directly from the report screen.

Smart Quantity Suggestion
Automatically calculates and fills the quantity needed to reach your 'Maximum Stock' or 'Re-order' level.

Batch Processing
Create orders for multiple items simultaneously, saving hours of individual data entry.

Universal Inventory Integration
Fully compatible with Tally's standard Re-order levels, Stock Groups, and Categories.

Lightweight & High Performance
Optimized TDL architecture that processes large stock reports and generates POs instantly without lag.

Business Benefits

• Faster Purchase Planning: Reduces the time from "Stock Check" to "Order Placement" by 90%.
• Avoid Stock-Outs: Never lose a sale due to missing inventory; replenish before you run out.
• Optimal Stock Levels: Prevent overstocking by ordering exactly what is suggested by the system.
• Zero Data Entry Errors: Eliminates manual typos in item names or required quantities.

Use Cases

• Retail Stores: Automatically re-ordering FMCG or grocery items as they hit the shelf limit.
• Manufacturing: Ensuring raw materials are ordered the moment they fall below the production buffer.
• Wholesalers: Managing fast-moving stock across multiple brands with automated ordering.

Compatibility

This add‑on works with:
✔ TallyPrime
✔ Tally ERP 9

Frequently Asked Questions (FAQ)