Creating a Tally Sheet

Tally sheets can be used to document and itemize truck loads to automatically calculate and create item transactions. To create a tally sheet for an item:

1. From the Item Record Account on the Contract Menu, select an item.

2. Select ‘Tally Sheet’.

3. Under the ‘Sheets’ table, click on ‘Add’.

4. Select whether it will be a ‘uniform’ or ‘non-uniform’ tally sheet and select the entry date for the tally sheet. This will turn into the transaction date.

   1. A uniform tally sheet automatically inputs the quantity per load, based on the truck.

   2. A non-uniform tally sheet requires the user to enter the quantity per load, for each truck.

5. Click on ‘Add’ under the ‘Trucks’ section/table.

6. Here each truck will be added and the load capacity.

   1. To quickly add multiple, use the ‘add another’ checkbox.

7. Next click on ‘Details’ next to the Tally sheet recently added.

8. Click on ‘Add Record’.

9. Select the truck at the top to automatically record the quantity for uniform tally sheets (or have the ability to modify the potential quantity for non-uniform tally sheets); then click on Save.

10. Once all truck haul records have been made, click on ‘Create Transaction’. This will automatically generate a transaction from the total quantity and will show in the Item Record Account with a link back to the created tally sheet.