Excel-Tally Gas Delivery Automation
Budget: ₹12,500 – ₹37,500 INR
I run a bottled-gas distribution company and I still record every run in handwritten logbooks. I now want a single Excel-based workflow that lets each delivery boy enter his daily drops, shows me at a glance how many full and empty cylinders moved, and instantly prepares the import sheet for Tally.
Core data that must be captured are:
• Delivery details for every order (date, customer, quantity, vehicle, driver).
• Full and empty cylinder receipts, split by customer and driver.
Cash, credit and online collections have to be part of each record so that the file can roll them up into a daily, weekly, or monthly “Supply vs. Receipts” report. I already have an Excel template and want the solution to respect that column order and all existing headings.
Current situation
Manual logbooks slow us down and create mistakes when we finally type figures into Tally. The new workbook should eliminate double entry by producing a clean CSV/XLS that I can upload straight into Tally without additional editing.
Required outcome
1. User-friendly sheets for drivers to enter their runs.
2. Automatic consolidation tab that totals supplies, cash, credit, and online receipts.
3. A macro, Power Query, or other reliable method that exports the exact file Tally expects.
4. Brief instructions so my office staff can refresh the report and create the Tally file each day.
If anything in my template needs tweaking for smoother automation, please advise while keeping the overall format intact.
Core data that must be captured are:
• Delivery details for every order (date, customer, quantity, vehicle, driver).
• Full and empty cylinder receipts, split by customer and driver.
Cash, credit and online collections have to be part of each record so that the file can roll them up into a daily, weekly, or monthly “Supply vs. Receipts” report. I already have an Excel template and want the solution to respect that column order and all existing headings.
Current situation
Manual logbooks slow us down and create mistakes when we finally type figures into Tally. The new workbook should eliminate double entry by producing a clean CSV/XLS that I can upload straight into Tally without additional editing.
Required outcome
1. User-friendly sheets for drivers to enter their runs.
2. Automatic consolidation tab that totals supplies, cash, credit, and online receipts.
3. A macro, Power Query, or other reliable method that exports the exact file Tally expects.
4. Brief instructions so my office staff can refresh the report and create the Tally file each day.
If anything in my template needs tweaking for smoother automation, please advise while keeping the overall format intact.