How to record a sales order ?

Record Sales Order

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.

1. Enable sales order processing.

a. Press F11 (Features) > F2 (Inventory).

b. Set the option Enable sales order processing to Yes .

2. Open the sales order voucher screen.

a. Gateway of Tally > Inventory Vouchers > Alt + F5 (Sales Order).

b. Press Alt + I and select the invoice mode as per your business needs.

3. 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 + A to save and proceed.

4. Enter the sales Order no. 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.

5. Select the Sales ledger to allocate the stock items.

6. Provide the stock item details.

As in other transactions, you can create the item on the fly by pressing Alt + C .

a. Select the stock item.

b. Enter the Due on date and Quantity . The Rate will be auto-filled, if available for the stock item. However, you may choose to enter the Rate . The Amount appears automatically.

c. If orders are split with different due dates, specify the appropriate due date for each lot to be sold.

 

Note: In F11 (Features) > F2 (Inventory), you can enable the feature of godown/location and batches to provide these details in the Stock Item Allocations screen.

d. After entering the due dates for all the lots, press Enter on the Due on field to return to the Voucher Creation screen.

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

 8. Provide Narration , if needed, and accept the screen. As always, you can press Ctrl + A to save.

What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.

9. To print the sales order, press Alt + P (Print) and press Enter .

                          The following is a sample preview screen of the sales order.

                                The sales order details will be printed in the invoice.