Pre-Closing Sales Orders from the Order Details Report in TallyPrime

1. Understanding Pre-Closing Sales Orders from the Order Details Report in TallyPrime

Pre-closing a sales order means marking it as completed before the actual delivery or payment is made.

This can be useful in various scenarios, such as when a partial shipment has been made or when an order is being canceled.

2. Steps to Pre-Close Sales Orders from the Order Details Report in TallyPrime:

1. Access the Report:

Go to Gateway of Tally > Reports > Sales Order Outstanding.

2. View Order Details:

Click on a specific sales order to view its details.

3. Pre-Close:

• In the order details screen, press Alt+C (Change).
• Check the “Pre-Close” checkbox.

4. Save Changes:

Press Ctrl+A to save the changes.

3. Example to Pre-Close Sales Orders from the Order Details Report in TallyPrime:

Let’s say you have a sales order for 10 units of a product, but only 5 units have been delivered.

You want to pre-close the remaining 5 units.

1. Access the Report:

Go to Gateway of Tally > Reports > Sales Order Outstanding.

2. View Order Details:

Find the sales order in the report and click on it to view its details.

3. Pre-Close:

• In the order details screen, press Alt+C.
• Check the “Pre-Close” checkbox.

4. Save Changes:

Press Ctrl+A to save the changes.

4. Benefits of Pre-Closing Sales Orders from Order Details in TallyPrime:

• Inventory Management: Helps track the status of orders and inventory accurately.
• Sales Analysis: Provides a clear picture of completed and pending orders.
• Customer Communication: Improves communication with customers by providing updates on order status.
• Workflow Management: Streamlines the sales process by marking orders as completed.

By pre-closing sales orders from the Order Details report in TallyPrime, you can effectively manage your sales process, track order fulfillment, and ensure accurate inventory control.