TallyERP9 Tutorial Part-21: Sales Order Processing

In your business, if you are following the process of raising a sales order for each sales transaction, you can do the same in Tally.ERP 9. You can record a sales order, raise a delivery note and link it to this order, and then link them to the sales invoice. You can use the reports to track the outstanding sales orders.

When you receive an order from a customer, you may need to provide the details of items, quantities, date of delivery, and so on, with a Sales Order Number. When these goods are delivered, this sales order number will be used to track the order details either in the delivery note or in the sales invoice.

Tally.ERP9 Book (Advanced Usage) @ Rs.550
Tally.ERP9 Book (Advanced Usage) @ Rs.550

Enabling Order Processing:

To enable purchase order, sales order, and job order processing in Tally.ERP 9, you have to activate the required features in F11: Features F2: Inventory Features ).

Enable the following features in the Order Processing section:

  • Enable purchase order processing
  • Allow Sales Order Processing
  • Enable job order processing
Purchase Order Processing in TallyERP9
Sales Order Processing in TallyERP9

Note: 
When Enable job order processing is set to Yes , the options Maintain multiple Godowns and Use material in and out vouchers get enabled automatically.

Example:

Enter a Sales Order on 1-5-2020 on Lexsite Pvt. Ltd. (vide Order No.SO/1) for following products. The due date is  1-6-2020 and GST as per Products applicable.

Printer Epson Lq 10241 Nos.21875
Printer HP Laser Jet1 Nos.20000
Printer Samsung Laser Jet1 Nos.18750

Solutions:

1.            Open the sales order voucher screen.

a.            Gateway of Tally Accounting Vouchers Alt F5 (Sales Order).

2.            Specify the buyer details.

a.            Party A/c Name : Select the party name.

b.            Party Details : Provide the Despatch Order , and Buyer details as per your invoice requirements.

(If you do not see the Party Details screen, press F12 (Configure), and set Enable supplementary details to Yes .)

As always, you can press Ctrl to save and proceed.

3.            Enter the sales Order No.  (SO-1) for the voucher.

(If you want to enter an order number for each item, press F12 (Configure) > set Use Order No. for every Item to Yes . The Order no. field will appear in the Stock Items Allocation screen. It will not appear on the main screen of the invoice.)

4.            Select the Sales ledger , Stock items details, to allocate the stock items.

a.            Enter the Due on date and Quantity, Rate etc.

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

5.            Select additional ledgers, like transportation charges, insurance, or discount, if any.

6.            Press Ctrl to save.

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

7.            To print the sales order, press Alt (Print) and press Enter .

1. Delivery Note Against Sales Order

In your business, you may be following a process of raising a sales order first, then recording a delivery note, and then a sales invoice against the delivery note. In Tally.ERP 9, you can record transactions in the same order. You can also link all the three invoices.

Here is an example of recording a delivery note against a sales order.

Example:

Issue a Delivery Note against Sales Order No. SO-1 dated 2-5-2020 to Lexsite Pvt. Ltd. (vide Delivery Note No. DN-1) for following products.

Printer Epson Lq 10241 Nos.21875
Printer HP Laser Jet1 Nos.20000
Printer Samsung Laser Jet1 Nos.18750

Solutions:

1.            Gateway of Tally Inventory Vouchers Alt+ F8 (Delivery Note).

2.            Select the party ledger, sales order details, and record the transaction.

a.            In the Party Details screen, select the Sales Order Number.

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

b.            The details from the sales order will be displayed in the delivery note.

c.             Select an existing Tracking No. or create a new Tracking No. .

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

d.            Make the required changes in the items/quantities, if required.

e.            Save the delivery note. As always, you can press Ctrl+A to save.

3.            The Receipt Note appear as shown below:

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

The sales order will get closed, if completely delivered. Otherwise, it will be partially closed, and the details can be viewed in the Sales Order Outstanding report .

2. Sale Invoice Against Delivery Note

Here we record a Sales Invoice against the Delivery Note as already issued to Lexsite Pvt. Ltd. vide Delivery Note Tracking No-1 dated 2-5-2020.

Open a sales invoice and enable supplementary details.

1.            Gateway of Tally Inventory Vouchers F8 (Sales).

a.            In the Party Details screen, select the Delivery Note Number.

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

b.            The details from the Delivery Note will be listed in the sales voucher.

c.             Select an existing Tracking No. or create a new Tracking No. .

d.            Make the required changes in the items/quantities, if required.

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

2.            Save the sales invoice. As always, you can press Ctrl+A to save.

The sales order will get closed, if completely billed. Otherwise, it will be partially closed,

The Sale Invoice appear as shown below:

Sales Order Processing in TallyERP9
Sales Order Processing in TallyERP9

Leave a Comment

Your email address will not be published.

error: Content is protected !!