{% extends "ui/templates/base/layout.html" %} {% block content %}
Sales & Income · Historical Learning
Collect read-only historical Sales vouchers from Tally and convert them into customer-to-Sales-ledger evidence for this ERP client. This screen manages historical collection; Customer Intelligence and Sales Ledger Learning use the resulting evidence separately.
Read-only. Select the workstation and currently open Tally company, choose the period, and refresh historical Sales voucher evidence. The Local Agent reads Tally and updates the client's accounting evidence store; it does not create, edit or post Tally vouchers.
{% if not workstations %}These are resulting customer mappings created by Sales & Income review. They are shown here only so you can see how historical evidence is being converted into reusable learning.
| Customer | GSTIN | Tally Customer | Sales Ledger | Evidence | Confidence |
|---|---|---|---|---|---|
| {{ m.customer_name }} | {{ m.customer_gstin or '—' }} | {{ m.tally_customer_ledger_name or '—' }} | {{ m.sales_ledger_name or '—' }} | {{ m.evidence_count }} · {{ m.source }} | {{ m.confidence_percent }}% |
| Mappings will appear as Sales & Income rows are reviewed. | |||||
| Customer ledger | Counter / Sales ledger | Voucher | Count | Amount | Last used |
|---|---|---|---|---|---|
| {{ e.party_ledger_name }} | {{ e.counter_ledger_name }} | {{ e.voucher_type_name }} | {{ e.voucher_count }} | ₹{{ '%.2f'|format(e.absolute_amount_total) }} | {{ e.last_voucher_date or '—' }} |
| No historical Sales evidence collected yet. | |||||