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!