How do you create sales order in Tally Prime ?

WHAT IS SALES ORDER ?

If our company received an order from Sundry Debtors to sell goods or services, It should be recorded in this voucher. In the order, how many items have been ordered? Which items got the order ? All things like customer is asking for delivery of items should be specified.

CTRL + F8 is the key for sales order.

WHAT IS DELIVERY NOTE ?

Once our company gets a sales order, the items should be delivered as per the details given in the order. This voucher is recorded in this context.

ALT + F8 is for delivery note.

WHAT IS REJECTIONS IN ?

After the delivery note, if our company receives any returns for any reason in those items will be recorded in this voucher.

CTRL + F6 is the key for rejections in voucher.

ASSIGNMENT ON SALES ORDER PROCESSING

  1. Company received an order from Kiran Industries with Order no: ord/ki/400 for the following goods on 01/07/2021
    • Printers 20 pcs @ Rs. 25,000
    • Scanners 10 pcs @ Rs. 18,000
  2. Company delivered the following goods from Rajam godown to Kiran Industries against Order no: ord/ki/400 and the challana no: ch/ki/400 on 02/07/2021
    • Printers 20 pcs @ Rs. 25,000
    • Scanners 10 pcs @ Rs. 18,000
  3. Kiran Industries rejected the following goods against challana n o: ch/ki/400 due to damages.
    • Printers 3pcs @ Rs. 25,000
    • Scanners 2pcs @ Rs. 18,000
  4. Company send a bill for the remaining items to kiran Industries with Bill no: Sal/ki/400
  5. Company received the amount from Kiran industries through SBI Cheque

SOLUTION

SETTING UP FEATURES

  • Press F11 for company features
  • Accounting :
    Maintain Accounts : Yes
    Enable Bill-wise entry : Yes
  • Inventory :
    Maintain Inventory : Yes
    Maintain Accounts and inventory : Yes
  • Press CTRL + A to accept the total screen

VOUCHER TYPE ACTIVATION

  • Gateway of Tally
    • Masters
      • Alter
        • Accounting Master
          • Voucher Type
  • Press Enter
  • Select “Sales Order” press enter
  • Activate this voucher type : Yes
  • Ctrl + A to accept the screen
  • Select “Delivery Note “press enter
  • Activate this voucher type : Yes
  • Ctrl + A to accept the screen
  • Select “Rejections in” press enter
  • Activate this voucher type : Yes
  • Ctrl + A to accept the screen
  • Select “Sales” press enter
  • Activate this voucher type : Yes
  • Ctrl +A to accept the screen
  • Select “Receipt” press enter
  • Activate this voucher type : Yes
  • Ctrl + A to accept the screen

SALES ORDER entering

  • Gateway of Tally
    • Transactions
      • Vouchers
  • Press Ctrl + F8 for Sales Order
  • Press F2 to change date
  • Party’s A/c Name :
    Press ALT + C Or Select “Create” option, Press enter
    Name : Kiran Industries
    Under : Sundry Debtors
    Maintain Balances Bill by Bill : Yes
    Press CTRL + A to accept the ledger
  • Order Details :
    Mode/Terms of Payment : Single
    Terms of Delivery : Single
  • Dispatch Details :
    Dispatch through : Van
    Destination : Rajam
    Motor Vehicle No : AP xxxx
    Press enter
  • Party Details:
    Enter address and other party details here
  • Order No:
    Sal/ord/400
  • Sales Ledger:
    ALT + C (or) Select “Create” option > Press enter
    Name : Sales Account
    Under : Sales Account
    Inventory values are affected : Yes
    Press Enter
    Accept _ Yes
  • Name of Item :
    Select “Printers” –> Press enter
    Godown:
    Select “Rajam” in the list –> Press enter
    Quantity: 20pcs
    Rate:
    25,000
    Amount :
    5,00,000
    Press Enter
  • Select “Scanners” –> Press enter
    Godown:
    Select “Rajam” godown –> Press enter
    Quantity :
    10pcs
    Rate
    18,000
    Press enter
  • Total Sales order Value
    6,80,000
  • Press Enter
    Accept_ yes

DELIVERY NOTE ENTERING

  • Press ALT + F8 for Delivery Note voucher
  • Press F2 to change date
    02-07-2021
  • Reference No:
    ch/ki/400
  • Party’s A/c Name:
    Kiran Industries
    Press Enter
    Order No(s):
    Sal/ord/400
    Select “End of List”> Press enter
  • Party Details:
    <press enter>
  • Sales Ledger:
    Sales Account
    Press enter
  • Now automatically displays the items according to sales order number
  • And Select the item “Printer” Press enter
  • Select the tracking no: ch/ki/400
  • Order No: sal/ord/400
  • Godown : Rajam
  • Quantity : 20pcs
  • Rate : 25,000
  • Same do for Scanner also
  • Total Amount : 6,80,000

“REJECTIONS IN” entering

  • Press CTRL + F6 for Rejections in Voucher
  • Ledger Account :
    Kiran Industries
  • Name of Item:
    Select “Printer” from list
    press enter
  • Select “Tracking No:
    Ch/ki/400
  • Godown:
    Rajam
  • Quantity:
    03pcs
  • Rate
    25,000
  • Press enter
  • Same do for “Scanner” also
  • press enter
  • Accept_yes

SALES VOUCHER ENTERING

  • Press F8 for sales voucher
  • Reference No:
    sal/ki/400
  • Party’s a/c name:
    Kiran Industries
    Press Enter
    Delivery Note: Select “ch/ki/400” Press enter
  • Sales ledger:
    Sales Account
    Press enter
  • Now automatically fills the list of items according to the challana
  • Press enter
  • Now enter the bill-wise details
  • Type of Ref : Select “NEW REF ”
  • Name : sal/ki/400
  • Amount : 5,69,000
  • accept_ Yes

RECIEPT VOUCHER Entering

  • Press F6 for Receipt voucher
  • Account :
    SBI
  • Particulars:
    Kiran Industries
  • Type of Ref:
    Agst ref : sal/ki/400
  • Amount :
    5,69,000
  • Press Enter
  • Accept _ Yes

SEE MORE

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