Sales Order Vs. Sales Voucher in TallyPrime: Easily Explained

Here’s how sales orders relate to sales vouchers in TallyPrime, explained with an example:

1. Sales Orders: Initial Commitment

  • Purpose: Record a customer’s order before actual delivery and billing.
  • Key Information: Customer details, ordered items, quantities, rates, expected delivery/payment dates.
  • Voucher Type: Sales Order (accessible under Other Vouchers).

2. Sales Vouchers: Actual Billing and Accounting

  • Purpose: Record the sale, generate an invoice, and update accounts for revenue recognition and inventory movement.
  • Key Information: Customer details, sold items, quantities, rates, invoice date, taxes, payment terms.
  • Voucher Type: Sales Voucher.

3. Relationship: From Sales Order to Sales Voucher in TallyPrime

1. Creating a Sales Order:

  • Customer ABC places an order for 10 laptops at ₹50,000 each.
  • You create a Sales Order voucher in TallyPrime, recording the order details.

2. Recording the Sale (Reference to Sales Order):

  • When laptops are ready for delivery, you create a Sales Voucher.
  • Instead of manually entering customer and item details, you:
    • Press F12 (Configure).
    • Enable “Provide Order Details.”
    • Select the relevant Sales Order number.
    • TallyPrime automatically populates customer and item details from the order.
    • Adjust quantities or rates if needed.
    • Save the Sales Voucher, generating the invoice and updating accounts.

3. Example:

  • Sales Order:
    • Customer: ABC Enterprises
    • Items: 10 laptops
    • Rate: ₹50,000 each
    • Total: ₹5,00,000
  • Sales Voucher:
    • References Sales Order number
    • Records the sale of 10 laptops
    • Generates invoice for ₹5,00,000 (including applicable taxes)
    • Updates accounts for revenue and inventory

4. Benefits of Using Sales Orders with Sales Invoices in TallyPrime:

  • Streamlined sales process
  • Reduced manual data entry
  • Accurate tracking of orders and sales
  • Enhanced inventory management
  • Improved customer communication
  • Better financial reporting


Leave a Reply

Your email address will not be published.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