Pre-Closing Sales Orders in TallyPrime: 4 Easy Steps + Example

1. Understanding Pre-Closure of Sales Order 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 certain scenarios, such as when a customer has confirmed the order but payment is pending or when partial shipments have been made.

2. Steps to Pre-Close a Sales Order in TallyPrime:

1. Go to Sales Orders:

• Go to Gateway of Tally > Vouchers > Press F8 (Sales).
• Select the “Sales Order” voucher type.

2. Select Sales Order:

Choose the sales order you want to pre-close.

3. Pre-Close:

• Press Alt+C (Change).
• Check the “Pre-Close” checkbox.

4. Save Changes:

Press Ctrl+A to save the changes.

3. Example to Pre-Close a Sales Order in TallyPrime:

Let’s say you have a sales order for 10 units of a product to be delivered to a customer.

You’ve already shipped 5 units and want to pre-close the remaining 5 units.

1. Go to Sales Orders:

• Go to Gateway of Tally > Vouchers > Press F8 (Sales).
• Select “Sales Order”.

2. Select Sales Order:

Choose the relevant sales order.

3. Pre-Close:

• Press Alt+C to change the order.
• Check the “Pre-Close” checkbox.

4. Save Changes:

Press Ctrl+A to save the changes.

4. Benefits of Pre-Closing Sales Orders 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 in TallyPrime, you can effectively manage your sales process, track order fulfillment, and ensure accurate inventory control.