Hospital Management – Tally.ERP 9

This tutorial Hospital Accounts in Tally.ERP 9,  is a series of the  Practical Case Studies Tutorials.  This is the case of  Hospital Management – Tally.ERP 9 wherein bulk purchases are made and then sales made to either Big hospitals or retail sales are made over the counter.

We will take the case where we will consider both the cases of managing specific customers and local over the counter customers.

Also, we have a case where in certain cases we have to mention the Purchase order against which the purchase is made. We will see how that is obtained from Tally.ERP 9.

Here we will use the concept of Price lists to cater to the different types of customers.

We create the regular sales/purchase vouchers and the surgical supplier Ledger  is created as :-

Hospital Accounts in Tally.ERP 9
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Now,  in this case, we have created only one item “Instrument A” and set its standard rates as shown below:-

Here is how can we create an Item along with advanced configuration.

Hospital Accounts in Tally.ERP 9
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This standard rate is shown as we may have variation in the rates month wise as shown above.

Also, we should enable the Price list as shown,Before we create our debtors, let us create a price list for them. A very powerful feature

of  Tally- this is created as :-

Hospital Accounts in Tally.ERP 9
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The two categories are created as above,

The Price list is set as :-

Hospital Accounts in Tally.ERP 9
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Similarly for the other category of Price list:-

Hospital Accounts in Tally.ERP 9
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Once the setting is done, let us create the first Purchase order that we had issued. In some cases, it may be a requirement to also publish the PO along with the sales details, for that we will need to mark this ref of PO. so we will show how we can achieve that using the Columnar method

Hospital Accounts in Tally.ERP 9
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Now the Purchase voucher is passed and tagged with the PO. as:-

Hospital Accounts in Tally.ERP 9 Purchase Entry
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Similarly, the second PO is passed as :-

Hospital Accounts in Tally.ERP 9
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Hospital Accounts in Tally.ERP 9
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Now let us say we want to make sales,

There are three cases that we have here

  • 1) Regular Cash sales- over the counter
  • 2) Hospital Sales
  • 3) Regular customers who buy on a regular basis

In the First case, an over the counter sales is :-

Hospital Accounts in Tally.ERP 9 | Price level
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Next case would be that of selling to a regular customer as :-

Hospital Accounts in Tally.ERP 9 Sales Voucher
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If you are wondering about the regular as the Price level it was assigned as below:-

Hospital Accounts in Tally.ERP 9 Price list in master
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Now a sales voucher for the Hospital Clients is automatically selected as :-

Hospital Accounts in Tally.ERP 9 Sales Entry
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Now that the sales have been made let us make a receipt of the pending amount from Fortis,

Hospital Accounts in Tally.ERP 9
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Now as we had discussed earlier that we have to show the purchase order number in some cases, this can be shown as below:-

This is a very important technique to view any report – where  voucher information is also needed. For example say an expense ledger is being applied in a certain type of vouchers then columnar report gives us the Gross total, value.  All these can be viewed in one go.

Suggested read

Garment Accounting in Tally.ERP 9

Temple and trust Management in Tally.ERP 9

GO to Display –>Accounts–>Ledger ( DAL)

Hospital Accounts Reporting in Tally.ERP 9
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Let us say this the P&L Account to determine the Profits,

Hospital Accounts in Tally.ERP 9 Profit and loss account
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In this P&L Account, we see the sales is Rs. 15675, this break is being shown as:-

Hospital Accounts in Tally.ERP 9
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Similarly, the other headings can be verified from the P&L Account.

 

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This article is only for an educational purpose and the author holds no form of responsibility whatsoever.