Hello Tally Users,

This article will cover Sales Order Process in Tally.ERP9 with configuration detail.



Content

Sr No

Topic

1

Concept of Sales Order Cycle

2

Sales Order Cycle in Tally.ERP9

3

Pre Closure of Order

4

Illustration

5

Reports


 

 

Concept of Sales Order - Sales Order is an order placed by a customer for the delivery of specified goods at a given price and at a predetermined time. At the time of receiving the order from a customer for the specified category of goods that needs to be supplied, the details of the items, quantity of how much goods need to be supplied, date and place of delivery, etc. are provided with the Sales Order Number. Finally, after the delivery of the goods, the same Sales Order is again tracked for the Order Details, either in the Delivery Note or in the Sales Invoice.

Sales Order cycle process include

  •      Getting Purchase Order from buyer.
  •    Delivery of Goods against Sales Order.
  •       Updating inventory and Receivable.
  •       Final Payment from buyer.

 

Sales Order Cycle in Tally.ERP9 :- Tally has given complete sales order process in which helps user to track down order processing in detail. Following cycle need to be followed to complete sales order in Tally

  •   Sales Order Booking
  •   Delivery of Goods
  •   Rejection IN
  •    Sales Invoice
  •    Credit Note in case of Sales Return
  •    Final Receipt

To record sales order cycle in Tally, you need to

  •        Enable Sales Order Cycle from F11 >> Inventory Feature 
  •        Enable Use Tracking Number from F11 >> Inventory Feature
  •        Enable Use Rejection In & Out from F11 >> Inventory feature

Pre Closure of Order – Pre closure of order refers closure of order without completion due to any reason. Order can be pre close due to any reason such as

  •         Wrong Order Placed.
  •       Shortage of Material at supplier end
  •        Changes in PO term   etc.

Illustration – Following transaction tool place in books of SUNSHINE ENTERPRISES, record the same to complete sales order process in Tally

1st May – Received one sales order to Deliver 20 Nos of “Nokia Black C201 @ 1200 Rs/each” & 10 Nos “Samsung Guru White “ @ 1000 Rs each from “NEW SHINE BPO Centre”. Sales Order Number #SO/09/May. Delivery needed within 5 Days.

 

5th May -  All goods were delivered with tracking Number DC90 except 1 Pc of Samsung Guru  as it was not available in stock.

6th May – 1 Pc Nokia Black C201 was not functioning hence rejected by buyer.

8th May – Sale Invoice raised fore balance stock.

10th May – Stock which was rejected and not delivered, pre closed as not required by buyer and amount received against Invoice.

Solution -

Transaction 1 – Sales Order >> Gateway of Tally >> Order Voucher >> ALT+F5 



Transaction 2  - Delivery of Goods >> Gateway of Tally >> Inventory voucher >> ALT+F8  

(As 1 Pc of Samsung guru was not delivered hence need to alter qty detail) 



 

6th May – Rejection IN >> Gateway of Tally >> Inventory voucher >> CTL+F6 >> Rejection IN>>


 

8th May – Sales Invoice

 

10th May – Pre closure  of pending items >> Gateway of Tally >> Display >> Statement of  inventory >> Sales Order Outstanding >> All order >> CTL+C to pre close with reason.



 

Report – Sales Order Report can be view from >> Gateway of Tally >> Display >> Statement of inventory >> Sales order outstanding >> select desired report


So this was the process to follow Sales Order Cycle in Tally. If you have still any query then you can contact me at any time on my contacts given in Contact Options.


Thankyou :-)

GST AND TALLY WALA