View Pending Sales Orders in TallyPrime: 5 Steps + Example

Here’s a detailed explanation with steps on how to view pending sales orders in TallyPrime, along with an example:

1. Steps to View Pending Sales Orders in TallyPrime:

  1. Open the Gateway of Tally (Alt+F12).
  2. Navigate to the “Analysis & Verification” menu. You can either click on the menu option or press Alt+A on your keyboard.
  3. Select “Data Analysis.”
  4. Choose “Pending Documents.”
  5. Finally, select “Sales Orders” from the available document types.

Alternatively, you can use a keyboard shortcut:

  • Press Alt+G (Go To) and type or select “Pending Sales Orders” or “Sales Orders” (and then press Enter).

2. Viewing the Pending Sales Orders Report:

The “Pending Sales Orders” report displays a list of all unfulfilled sales orders in your TallyPrime system.

It typically includes the following information for each order:

  • Order No.: Unique identification number for the sales order.
  • Date: Date the sales order was placed.
  • Party: Name of the customer who placed the order.
  • Amount: Total value of the items ordered.
  • Outstanding Qty: Quantity of each item that is still pending fulfillment.

3. Additional Information (Optional):

Depending on your TallyPrime configuration, the report might also show details like:

  • Order Status: May indicate if the order is partially fulfilled or awaiting stock availability.
  • Sales Person: Sales representative associated with the order (if applicable).
  • Delivery Address: Customer’s delivery address for the order.

4. Filtering and Sorting:

The report offers filtering and sorting options to help you focus on specific sales orders.

Here are some ways to refine your view:

  • Filter by Party: Enter the customer’s name to view only their pending orders.
  • Filter by Date: Specify a date range to see orders placed within that timeframe.
  • Sort by Order No.: Arrange the list chronologically based on order placement.
  • Sort by Amount: Organize the list by the total value of the pending orders.

5. Example of Pending Sales Orders in TallyPrime:

You want to view all pending sales orders placed after April 1st.

  1. Follow steps 1-5 mentioned earlier.
  2. In the “Pending Sales Orders” report, locate the “Period” filter (usually at the top).
  3. Set the “From Date” to April 1st or any desired start date.
  4. The report will now display only pending sales orders placed after that date.

6. Benefits of Viewing Pending Sales Orders in TallyPrime:

  • Provides a clear overview of outstanding customer orders.
  • Helps identify potential delays in order fulfillment.
  • Enables you to prioritize order fulfillment based on urgency or customer importance.
  • Assists in managing inventory levels and ensuring sufficient stock for confirmed orders.

By effectively utilizing the “Pending Sales Orders” report in TallyPrime, you gain control over your sales order fulfillment process, improve customer satisfaction, and make informed inventory management decisions.

Comments

Leave a Reply

Your email address will not be published. Required fields are marked *