How to Create a Purchase Order in TallyPrime: 4 Easy Steps

Here’s how to create a purchase order in TallyPrime:

1. Enable Purchase Order processing:

  • Open TallyPrime.
  • Go to Gateway of Tally > F11 (Features).
  • Navigate to F1: Accounting Features.
  • Set Enable purchase order processing? to Yes.
  • Press Ctrl+A to accept the changes.

2. Create the Purchase Order:

  • There are two ways to access the Purchase Order voucher:
    • Gateway of Tally > Vouchers > F10 (Other Vouchers) > Purchase Order
    • Alt+G (Go To) > Create Voucher > F10 (Other Vouchers) > Purchase Order
  • If the voucher type is inactive, you will be prompted to activate it. Select Yes or press Y to proceed.

3. Enter Purchase Order details:

  • The Purchase Order voucher screen opens.
  • Enter the following details:
    • Party’s A/c Name: Select the supplier from the list.
    • Order No: If not auto-filled, enter a unique order number.
    • Date: Enter the order date.
    • Due on: Enter the expected delivery date.
    • Item: Select the stock items you are ordering. You can:
      • Use Alt+C to create a new stock item if it doesn’t exist.
      • Press F4 to search for specific items.
    • Quantity: Enter the quantity of each item you are ordering.
    • Rate: Enter the agreed price per unit for each item. The Amount will be calculated automatically.
    • Optional fields: You can also add details like warehouse, narration, taxes, etc.

4. Verify and Save:

  • Review the purchase order details.
  • Press Ctrl+A to save the voucher.

Additional Tips while Creating a Purchase Order in TallyPrime:

  • You can print the purchase order for reference.
  • You can track the status of the purchase order in reports like Purchase Order Outstandings.
  • You can link the purchase order to a receipt note when the goods are received.

Remember, enabling Purchase Order processing is crucial before creating orders.

You can customize the order details and utilize additional features based on your specific needs.

I hope this helps!

Let me know if you have any other questions about creating purchase orders in TallyPrime.


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