{% extends "ui/templates/base/layout.html" %} {% block content %} {% if synced %}
Tools · Accounting
Phase 3 permanently maps an ERP client or registration to a loaded TallyPrime company using the Tally GUID.
Only clients assigned to the logged-in Partner in the active branch are shown.
{{ selected_client.client_name }}
The Tally GUID is stored as the permanent identifier. Company name and GSTIN are retained as descriptive snapshots.
Select the company that is currently open/loaded in TallyPrime. The Local Agent verifies that the selected company is already mapped to this ERP client before reading masters.
Mappings remain valid across Tally company renames because the GUID is the persistent key.
| ERP Scope | Tally Company | GUID | GSTIN | Loaded | Action |
|---|---|---|---|---|---|
|
{% if mapping.registration_id %}
{{ mapping.registration_type_code or 'Registration' }} · {{ mapping.registration_number or mapping.registration_id }}
{{ mapping.registration_trade_name or mapping.registration_legal_name or selected_client.client_name }}
{% else %}
Client level
{{ selected_client.client_name }}
{% endif %}
|
{{ mapping.company_name }} | {{ mapping.tally_guid }} | {{ mapping.gstin or '-' }} | {{ 'Yes' if mapping.currently_loaded else 'No' }} |
Read-only company discovery from the local TallyPrime instance.
| Company | GUID | GSTIN |
|---|---|---|
| {{ company.name }} | {{ company.guid or '-' }} | {{ company.gstin or '-' }} |