Sales Against Sales Orders in TallyPrime: 3 Easy Steps + Example

1. Understanding Sales Orders in TallyPrime

A sales order is a document created before a sale is made, outlining the terms and conditions of the sale.

It can be used as a contract between the buyer and seller.

2. Steps to Record Sales Against Sales Orders in TallyPrime:

1. Create a Sales Order:

• Go to Gateway of Tally > Vouchers > Press F8 (Sales).
• Select the “Sales Order” voucher type.
• Enter the customer details, product information, and quantity.
• Save the sales order.

2. Create a Sales Invoice:

• Go to Gateway of Tally > Vouchers > Press F8 (Sales).
• Select the “Sales” voucher type.
• In the “Bill-wise Details” section, select “Select Bill”.
• Choose the “Sales Order” bill type.
• Select the specific sales order.
• Enter any additional details or adjustments.

3. Save the Sales Invoice:

Press Ctrl+A to save the sales invoice.

3. Example of Sales Against Sales Orders in TallyPrime:

Let’s say you have a sales order for 10 units of a product named “Laptop” to be sold to “Customer A”.

1. Create a Sales Order:

Create a sales order for 10 units of “Laptop” to “Customer A”.

2. Create a Sales Invoice:

• Create a sales invoice.
• In the “Bill-wise Details” section, select the “Select Bill” button.
• Choose the “Sales Order” bill type.
• Select the sales order you created earlier.

3. Save the Sales Invoice:

Press Ctrl+A to save the sales invoice.

4. Benefits of Using Sales Orders in TallyPrime:

• Planning and Tracking: Helps in planning and tracking sales activities.
• Contractual Basis: Serves as a contract between the buyer and seller.
• Inventory Management: Ensures that the necessary inventory is available before fulfilling the order.
• Improved Efficiency: Streamlines the sales process by providing a structured framework.

By using sales orders in TallyPrime, you can improve the efficiency of your sales process, ensure accurate order fulfillment, and maintain better communication with your customers.