How to Create a Sales Order in Tally Prime

Sales Order in Tally Prime

Tally Prime is a widely used accounting software that offers a range of features to help businesses manage their finances. One of these features is the ability to create sales orders, which are used to record the details of a customer order before it is invoiced. In this article, we will provide a step-by-step guide on how to create a sales order in Tally Prime.

Step 1: Open Tally Prime and Select the Company 

To create a sales order in Tally Prime, you need to first open the software and select the company in which you want to create the sales order. If you have multiple companies, you can select the appropriate one from the list of companies.
Step 2: Select the Voucher Type 

Once you have selected the company, you need to select the voucher type for creating the sales order. In Tally Prime, you can select the "Accounting Vouchers" option from the gateway of Tally and then choose "F5: Sales Order" from the list of voucher types.

Step 3: Enter the Customer's Details 

In the "Sales Order" screen, you need to enter the customer's details such as name, address, and GSTIN. This information is important for recording the transaction accurately and for compliance with tax regulations.

Step 4: Enter the Sales Order Number and Date 

Next, you need to enter the sales order number and date in the respective fields. This information is used to track the sales order and to ensure that it is fulfilled on time.

Step 5: Select the Sales Ledger 

In the "Account" field, you need to select the appropriate sales ledger from the list. This ledger is used to record the sales order amount and to track the amount due from the customer.

Step 6: Enter the Details of the Items Ordered

After selecting the sales ledger, you need to enter the details of the items ordered such as the name of the product, quantity, rate, and tax details. This information is used to calculate the total amount of the sales order.

Step 7: Save the Sales 

Order After entering all the necessary details, you can save the sales order by pressing "Ctrl+A" or clicking on the "Save" button. The sales order is now recorded in Tally Prime and can be used for tracking and reporting purposes.

In conclusion, creating a sales order in Tally Prime is a simple process that involves entering the customer's details, sales order number and date, sales ledger, and item details. By using Tally Prime to create sales orders, businesses can record their customer orders accurately, track sales and payments, and ensure timely delivery. Following this guide will ensure that businesses are able to create sales orders efficiently and effectively using Tally Prime.