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

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

1. Enable Sales Order Processing:

  • Ensure that Sales Order Processing is activated in TallyPrime:
    • Go to Gateway of Tally > F11 (Features).
    • Navigate to F1: Accounting Features.
    • Set Enable Sales Order Processing? to Yes.
    • Press Ctrl+A to accept the changes.

2. Create the Sales Order Voucher:

  • Access the Sales Order voucher:
    • Gateway of Tally > Vouchers > F10 (Other Vouchers) > Sales Order
    • Or, Alt+G (Go To) > Create Voucher > F10 (Other Vouchers) > Sales Order
  • If inactive, activate the voucher type when prompted.

3. Enter Sales Order Details:

  • Fill in the following information:
    • Party’s A/c Name: Select the customer from the list.
    • Order No: Enter a unique order number if not auto-filled.
    • Date: Enter the order date.
    • Due on: Enter the expected payment due date.
    • Item: Select the stock items being sold.
      • Use Alt+C to create new items if needed.
      • Press F4 to search for specific items.
    • Quantity: Enter the quantity of each item.
    • Rate: Enter the selling price per unit. The Amount will be calculated automatically.
    • Optional fields: Add details like warehouse, narration, taxes, etc.

4. Verify and Save:

  • Carefully review the sales order details.
  • Press Ctrl+A to save the voucher.

Additional Tips while Creating a Sales Order in TallyPrime:

  • Print the sales order for reference or customer communication.
  • Track the status of sales orders using reports like Sales Order Outstandings.
  • Link the sales order to a delivery note when goods are dispatched.
  • Use the same sales order number when creating the corresponding sales invoice.

Important Things to Remember:

  • Sales Order Processing must be enabled before creating orders.
  • Customize order details and utilize additional features as needed.
  • Refer to TallyPrime’s online help or documentation for specific queries or advanced features.

Feel free to ask if you have any further questions!


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