Sales Management in Tally.ERP 9

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What is 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.

To enable sales order processing in Tally -

• To enable Sales Order in Tally.ERP 9, click on “F 11” : Features (F2: Inventory Features)
• In the Order Processing section, set Allow Sales Order Processing to “YES”, to create Sales Order

How to prepare sales order in Tally -

Sales Order Entry is done by the following steps.

• Go to Gateway of Tally
• Click on Inventory Vouchers
• Then press Alt + F5 or click on Sales Order
• Select the party’s ledger from the List of Ledger Accounts
• The order number is automatically displayed. Generally, it will take the voucher number as Order No. The user can change this number if required
• Select the particular Item on which the order has to be placed from the list of stock Items given in the drop down
• Feed the due date for the delivery of the items. This helps in monitoring undelivered items
• Feed other particulars such as quantity of the item and rate. The amount will be calculated automatically

To view sales order summary -

Sales Order Summary statement provides the users with detailed information on the outstanding sales orders.

To access Sales Order Outstanding,

• Go to Gateway of Tally (GOT)
• Select Display and click on Statements of Inventory
• Then click on Sales Order Outstanding

Components of sales order report -

A. Stock Group : -

The Stock Group report displays the Sales Order outstanding summary of all or a selected Stock Group.

To view Sales Order Stock Group Outstanding summary:

• Go to Gateway of Tally and click on Display
• Click on Statements of Inventory and select Sales Order Outstanding
• Now click on Stock Group

B. Stock Item :

Stock Item report displays the Sales Order Outstanding summary of a selected Stock Item.

To view Sales Order Stock Item Outstanding summary:

• Go to Gateway of Tally and click on Display
• Click on the Statements of Inventory and select Sales Order Outstanding
• Now click on Stock Item

C. Group Summary : 

The stock summary report displays the Sales Order outstanding summary of a selected Group.

To view Sales Order Group Outstanding summary:

• Go to Gateway of Tally and click on Display
• Click on the Statements of Inventory and then select Sales Order Outstanding
• Now click on Group

D. Ledger summary : 

The Ledger Report displays the Sales Order Outstanding summary of a selected Ledger.

• To view Sales Order Ledger Outstanding summary:
• Go to Gateway of Tally and select Display
• Click on the Statements of Inventory and select Sales Order Outstanding
• Now click on Ledger

E. All Orders : -

All order report displays the Sales Order Outstanding of all the orders which are pending.

This report provides information on the order number, date on which the order was made, party details, ordered Quantity, undelivered order, rate, value of ordered stock, due date for delivering the goods and the number of days overdue.

To view All Orders:

• Go to Gateway of Tally and click on Display
• Click on Statements of Inventory and select Sales Order Outstanding
• Now click on All Order