How to Record Sales Order in Tally Prime ?

Sales Order is an order placed by a customer for the delivery of specified goods at a given price and at a predetermined time.

When the order is received from a customer for goods to be supplied, the Items, quantities, date of delivery, etc., details are given with Sales Order Number. Later when these goods are delivered, this Sales Order is tracked for the order Details either in the delivery note or in the sales invoice.

Sales Order Processing in tally prime: –

Voucher Types                                                                       Shortcuts

  1. Sales Order                                                                 Ctrl + F8
  2. Delivery Note                                                             Alt + F8
  3. Rejection In Note                                                       Ctrl + F6
  4. Sales Voucher                                                             F8
  5. Receipt Voucher                                                        F6
  6. Rejection In Note                                                       Ctrl + F6
  7. Credit Note                                                                 Alt + F6

Sales Order (Ctrl+ F8)

On 01/05/2023, Company received an order from Rajas Stationary to Deliver the following goods to Bandra godown and order no. SO/RS/001

Stock item                                Quantity                            Rate

Plastic Ruler                              80 nos                                20.00

Steel Ruler                                200 nos                              30.00

Natraj Pencil                             300 nos                              15.00

How to Activate Sales Order Voucher in tally prime?

  • Gateway of tally
  • Vouchers
  • Other Vouchers(F10)
  • Show inactive Vouchers
  • Select Sales order (Ctrl + F8)
  • Activate Now? ——> Yes
\"\"

Now View Report,

  1. Gateway of tally—–> Display—–> Statement of inventory —–> Sales Order outstanding    —–> All orders
  • Display a list of Sales Orders with outstanding goods receipts (goods still be delivered) or invoice receipts (invoices to be received).
  • This list is to be reviewed to determine if the sales order items should remain active or if it should be cancelled/finalized.
  • Gateway of tally—–> Display—–> Inventory Books —–> Sales Order Books
  • Display a list of Sales Orders with outstanding goods receipts with each month wise
  • Here we can know how many orders have been given to each month

Delivery Note (Alt + F8)

On 02/05/2023, The authorized person of Company at Bandra warehouses Delivered following items to Rajas Stationary against the order no. (Reference no.) SO/RS/001 and tracking no. is DN/SO/RS/001.

Stock item                                Quantity                            Rate

Plastic Ruler                              80 nos                                20.00

Steel Ruler                                200 nos                              30.00

Natraj Pencil                             300 nos                              15.00

How to Activate Delivery Note Voucher in tally prime?

  • Gateway of tally
  • Vouchers
  • Other Vouchers(F10)
  • Show inactive Vouchers
  • Select Delivery Note (Alt + F8)
  • Activate Now? ——> Yes
\"\"

Now View Report,

Gateway of tally—–> Display—–> Statement of inventory —–> Sales Order outstanding —–> All orders

  • Display a list of Sales Orders with outstanding goods receipts (goods still be delivered) or invoice receipts (invoices to be received).
  • This list is to be reviewed to determine if the sales order items should remain active or if it should be cancelled/finalized.

Gateway of tally—–> Display—–> Statement of inventory —–> Sales Bills Pending

  • Display a list of Sales Orders with outstanding goods invoice receipts (invoices to be received).

Rejection In Note (Ctrl + F6)

On 01/06/2023, Rajas Stationary returned the following items due to manufacturing defect against the order no. (Reference no.) SO/RS/001 and tracking no. is DN/SO/RS/001.

Stock item                                Quantity                            Rate

Plastic Ruler                              10 nos                                20.00

Steel Ruler                                20 nos                                30.00

Natraj Pencil                             30 nos                                15.00

How to Activate Rejection In Note Voucher in tally prime?

  • Gateway of tally
  • Vouchers
  • Other Vouchers(F10)
  • Show inactive Vouchers
  • Select Rejection In Note (Ctrl + F6)
  • Activate Now? ——> Yes
\"\"

Now View Report,

Gateway of tally—–> Display—–> Statement of inventory —–> Sales Order outstanding —–> All orders

  • Display a list of Sales Orders with outstanding goods receipts (goods still be delivered) or invoice receipts (invoices to be received).
  • This list is to be reviewed to determine if the sales order items should remain active or if it should be cancelled/finalized.

Gateway of tally—–> Display—–> Statement of inventory —–> Sales Bills Pending

  • Display a list of Sales Orders with outstanding goods invoice receipts (invoices to be received).
Sale Voucher (F8)

On 02/06/2023, The authorized person of Company at Bandra warehouses send bill to Rajas Stationary against the order no. (Reference no.) SO/RS/001 and tracking no. is DN/SO/RS/001.

Stock item                                Quantity                            Rate

Plastic Ruler                              70 nos                                20.00

Steel Ruler                                180 nos                              30.00

Natraj Pencil                             270 nos                              15.00

\"\"

Now View Report,

Gateway of tally—–> Display—–> Statement of Accounts —–> Outstanding —–> Receivable

Receipt Voucher (F6):-

On 02/06/2020, The authorized person of Company at Bandra warehouses Received the amount

from Rajas Stationary against the Bill no. (Reference no.) SO/RS/001 through Kotak Mahindra Bank cheque (no. 2412905)

\"\"
Rejection In Note (Ctrl + F6):-

On 01/07/2023, Rajas Stationary returned the following items due to warranty against the order no. (Reference no.) SO/RS/001 and tracking no. is DN/SO/RS/002.

Stock item                                Quantity                            Rate

Plastic Ruler                              5 nos                                  20.00

Steel Ruler                                10 nos                                30.00

Natraj Pencil                             12 nos                                15.00

\"\"

Now View Report,

Gateway of tally—–> Display—–> Statement of inventory —–> Sales Order outstanding —–> All orders

  • Display a list of Sales Orders with outstanding goods receipts (goods still be delivered) or invoice receipts (invoices to be received).
  • This list is to be reviewed to determine if the sales order items should remain active or if it should be cancelled/finalized.

Credit Note (Alt + F6)

On 01/07/2020, The authorized person of Company at Bandra warehouses make credit note for Rajas Stationary against the order no. (invoice no.) SO/RS/001 and tracking no. is DN/SO/RS/002.

Stock item                                Quantity                            Rate

Plastic Ruler                              5 nos                                  20.00

Steel Ruler                                10 nos                                30.00

Natraj Pencil                             12 nos                                15.00

\"\"

Now View Report,

  • Gateway of Tally—–> Display—–> Inventory Books —-> Stock item——> Select stock item
  • Gateway of Tally —–> Display —–> Account Books —–> Journal Register —–> Credit Note Register

Do the following Assignment entry of Sales Order Processing.

  1. Xpro Pvt. Ltd. Received an order from S N Ltd. For the following items, will be dispatched from Xpro Ltd.’s Meerut godown.

Date of order:           01/4/2023

Order no:                   KLS/01/Ord/3

Party Detail:               S N Pvt. Ltd.

Item Details:

ItemQuantityUnitTotal
Samsung DVD Drive301,65049,500
Sony DVD Drive251,95048,750
  • On 01/05/2023 Xpro Pvt. Ltd. Delivered the items against the order no (KLS/01/Ord/3)

From their Meerut godown.

Tracking No:              KLS/TR/35

Item Details:             

Samsung DVD Drive: 30

Sony DVD Drive:        25

  • On 1/6/2023 S N Pvt. Ltd returned the following items due to manufacturing defect.
ItemQuantityUnitTotal
Samsung DVD Drive41,6506,600
 Sony DVD Drive21,9503,900
  • On 2/6/2023, Xpro Pvt. Ltd. Sent a bill (Bill No: KLS/05/AP/235) to S N Pvt. Ltd. Against the order KLS/01/Ord/3.
ItemQuantityUnitTotal
Samsung DVD Drive261,65042,900
 Sony DVD Drive231,95044,850

5. On 1/7/2023, Xpro Pvt. Ltd. Received the amount from S N Pvt. Ltd. Against the bill

(Bill No: KLS/05/AP/235).