Daily checks and maintenance
A practical routine for checking sync health, handling interruptions, and resuming after maintenance.
Use this routine whenever the team starts work and after changes to the Windows computer, Tally company, or connector configuration.
Start-of-day checks
- Open TallyPrime under the Windows user who owns the Agent installation and load the bound company.
- In Tally Connect Home or Setup, confirm a recent heartbeat and the expected company. Check the Agent version if an update was performed.
- Open Activity and review delayed, failed, and blocked work.
- Check Orders for recent verified Sales Vouchers and refund Credit Notes.
- Review open inventory conflicts and paused baselines for participating items.
An online Agent does not establish that all workflows are ready. Company access, master evidence, mappings, and write permissions are checked separately.
Decide what needs attention
| Observation | Next action | Recovery evidence |
|---|---|---|
| Agent offline | Restore the scheduled Agent and run diagnostics | Recent heartbeat and successful Tally read |
| Company mismatch | Load the bound company | Successful discovery or workflow read |
| Queued work while Agent is online | Inspect Activity; operator checks worker and queue | Progress advances and work reaches a terminal result |
| Failed read | Correct the cause and use Retry read | New successful read |
| Uncertain voucher write | Follow voucher reconciliation | Verified existing link or a recorded absence followed by a fresh verified export |
| Stalled product scan | Review pinned evidence and recovery eligibility | Advancing progress and reviewed outcomes |
| Inventory conflict | Review both quantities and resolve in Inventory | Resolution completes and the pair is eligible again |
Planned maintenance
Before updating Windows, TallyPrime, or the Agent, pause automatic order export and inventory. Let active work finish where possible and record anything that remains unresolved. Back up the Tally company using your established process.
Perform the maintenance, then reopen TallyPrime and the original company. Run Agent diagnostics, confirm the heartbeat and version, and refresh masters if company or master data changed.
Recheck readiness and mappings before resuming. Resume one workflow at a time and verify its first result in Activity and the destination system.
Unplanned interruption
Restore the same Windows user, Agent, and company. Durable queued work remains subject to current lease and safety checks. Inspect outcomes before submitting another export: an interrupted write can require reconciliation even though the computer is healthy again.
Do not clear the local outbox, remove command records, or change company binding to force work through. Preserve the evidence needed to distinguish pending work from an import that already committed.
Handoff to another operator
Record the selected company, automation settings, latest verified order/refund, open conflicts, unresolved command or scan IDs, and changes made during the shift. Include timestamps with timezone so the next operator can match the Activity log.
Useful follow-ups: Voucher recovery, Catalog scan recovery, and Inventory conflicts.