SALES ORDER PROCESSING IN TALLY

SALES ORDER (ALT + F5)

Sales Order is an order voucher in Tally ERP9. When we receive an order from the customer to purchase goods/services from our company, then we can use SALES ORDER PROCESSING. The purchase orders which we received from the customer should be entered in SALES ORDER. According to Sales Order, Stores Managers / Godown related employees came to know that how much stock needed to deliver goods to debtors.

DELIVERY NOTE:(ALT + F8)

This inventory voucher is to recorded against sales orders. According to the sales order, when our company delivers the goods to the customer, then the delivery note should be recorded.

REJECTIONS IN: (CTRL+ F6):

inkesRejections In voucher is an inventory voucher. If the customer does not satisfy with the goods which we are delivered, then he would be rejected products—the delivery note challan links with rejections in voucher. Simply, Delivery note is an outward voucher, and dismissals in is an inward voucher.

Lets take an assignment for sales order processing:

ASSIGNMENT ON
SALES ORDER PROCESSING

  1. Company received an order from SS Industries with order no: sal/ord/500 for the following stock
    Laptops 10pcs
    Mobiles 30pcs
  2. Company delivered stock to SS Industries from Rajam against ref no: sal/ord/500 and challan no: ss/ch/500
    Laptops 10 pcs @ 20,000
    Mobiles 30 pcs @ 6,000
  3. SS INDUSTRIES rejected the following stock due to inferior quality against challan number: ss/ch / 500
    laptops 10 pcs @ 20,000
    Mobiles 04 pcs @ 6,000
  4. Company raised a sales invoice on SS INDUSTRIES for the remaining goods with ref no: sal/SS/500
  5. Company received amount from SS INDUSTRIES by cheque of SBI

SOLUTION

STEP : 01 (Setting-Up Features)

  • Press F11 > Company Features
  • Press F2 for Inventory Features
    Storage and Classification:
    Maintain Multiple Godowns > Yes
    Invoicing:
    Enable Invoicing: YES
    Record Purchases in Invoice Mode: YES
    Other Features:
    Use Tracking Numbers : (enables delivery and receipt notes): Yes
    Use rejection Inwards and Outward Notes: YES
  • Accept_Yes

STEP : 02 ( SALES ORDER VOUCHER ENTERING)

  • Gateway of Tally > Inventory Vouchers >
  • Press ALT + F5 for Sales Order
  • Party’s A/c Name :
    (Alt + C) Name : SS Industries
    Under : Sundry Debtors
    Maintain Balances Bill By Bill : Yes
    Accept_Yes
  • Enter Buyer’s Details and Order details and Despatch details > Press Enter
  • Order No: Sal / ord / 500
  • Sales Ledger : Alt + C >
    Name : Sales A/C
    Under : Sales Accounts
    Inventory Values are affected : Yes
    Accept – YES
  • Name of Item: (Alt + C)
    Name : Computers
    Units : (Alt + C) : Pcs
    Accept_Yes
  • Godown:
    Alt + C – Name : Rajam
    Accept_Yes
  • Quantity:
    30 pcs
  • Rate: <skip this field>
  • Amount : <Skip this field>
  • Name of Item : (Alt + C)
    Name :Mobiles
    Units : (Alt + C): Pcs
    Accept_Yes
  • Godown : Rajam > Press Enter
  • Quantity : 06 pcs
  • Rate : <Skip this field>
  • Amount : <skip this field>
  • Press F11 > F2 > for Inventory features >
    Enable Zero – Valued Transactions : Yes
  • Press Enter_Accept_Yes

Step: 03 (Delivery Note voucher)

  • Press ALT + F8 for DELIVERY NOTE voucher
  • Reference No: SS / CH / 500
  • Party’s A/c Name: SS Industries
    Press Enter
  • Order No: Sal / Ord / 500
    now press enter
  • Sales A/c: Sales a/c
  • Name of Item: Laptops
  • Tracking No: SS / Ch / 500 Order No: sal / ord / 500
  • Godown: Rajam
  • Quantity : 10pcs
  • Rate: 20,000
  • Amount : 2,00,000
  • Press enter
  • Same process for 2nd item ” Mobiles” Also
  • Accept the voucher

Step : 04 (Rejections In Voucher)

  • Ledger Account: SS Industries
  • Customer’s Name & Address :
    SS Industries
    Rajam
  • Name of Item: Laptops
    Press Enter
  • Tracking No: SS / Ch / 500
    Godown: Rajam
    Quantity: 02pcs
  • Rate: 20,000
  • Amount: 40,000
  • Same process for item Mobiles
  • Press enter _Accept – yes

Step : 05 ( Sales voucher entering):

Step : 06 (Receipt voucher)

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