Here are the steps on how to create a purchase voucher in TallyPrime:
1. Access the Purchase Voucher:
- Option 1: Navigate to Gateway of Tally > Accounting Vouchers > press F9 (Purchase).
- Option 2: Use the shortcut Alt+G (Go To) > Create Voucher > press F9 (Purchase).
2. Choose Voucher Mode:
- Item Invoice Mode: Ideal for recording purchases of goods or stock items with details like quantity and rate.
- As Voucher Mode: Used for recording purchases of services or non-stock items, or when you don’t need to track item details.
- Press Ctrl+H (Change Mode) to switch between modes.
3. Enter Voucher Details:
- Date: Enter the date of the purchase.
- Voucher Type: Select “Purchase” (usually the default).
- Reference Number: Enter a reference number for easy tracking (optional).
4. Select Party Ledger:
- Select the supplier’s ledger account from the list of ledgers.
5. Enter Purchase Details:
Item Invoice Mode:
Name of Item: Select the stock item purchased.
Quantity: Enter the quantity purchased.
Rate: Enter the unit purchase price.
TallyPrime will automatically calculate the amount.
As Voucher Mode:
Credit: Select the supplier’s ledger account.
Debit: Select the appropriate purchase ledger account (e.g., “Purchases – Raw Materials”). Enter the total purchase amount.
Optionally, allocate items by pressing Alt+C.
6. Add Additional Ledgers (if applicable):
- Taxes: Select applicable tax ledgers (e.g., GST, VAT) and enter the tax amounts.
- Freight: Select the freight ledger and enter the transportation charges.
- Other expenses: Add any other applicable expenses (e.g., insurance, loading charges).
7. Enter Narration (optional):
- Provide a brief description of the purchase for reference.
8. Save:
- Press Ctrl+A to save the purchase voucher.
Key Points to Consider while Creating a Purchase Entry in TallyPrime:
- Choose the appropriate voucher mode based on the nature of the purchase.
- Ensure accuracy in supplier details, item details, quantities, and rates.
- Correctly allocate taxes and other charges.
- Use narrations for better tracking and reference.
- Regularly reconcile purchase vouchers with supplier invoices and bank statements.
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