How to Record Delivery Note Against Sales Order ?

Record 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.

 

1. Enable the delivery note feature.

   Press F11 (Features) > F2 (Inventory) > set Use tracking numbers (enables delivery and receipt notes) to Yes .

 

2. Enable supplementary details screen for delivery note.

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

b. Press F12 (Configure) > ensure the option Enable Supplementary Details is set to Yes .

Henceforth, you can enter the supplementary details in the delivery note, until you change the option in F12 (Configure).

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

a. In the Party Details screen, select the order number.

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. .

            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.

 

Note: A Delivery Note with Tracking No. marked as Not Applicable will be an inventory document, affecting only the inventory values. This will not affect the accounts.

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 Outstandings report .