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Record Sales Order in TallyPrime

In TallyPrime, you can record a Sales Order to capture the details of a customer’s order, such as the products, quantities, agreed rates, and delivery dates. You can track the ordered quantities and their fulfilment, record partial cancellations, and pre-close Sales Orders when the remaining quantity is no longer required.

1. Press Alt+G (Go To) > Create Voucher > F10 (Other Vouchers) > type or select Sales Order.
   Alternatively, Gateway of Tally > Vouchers > F10 (Other Vouchers) > type or select Sales Order.
2. Enter the Party Details.
   
   1. Party A/c name: Select Cash or Bank for cash sales and the party name for credit sales, and press Enter.
   2. Order Details: Enter the Order Details, such as Terms of Delivery, Mode/Terms of Payment and so on.
3. Enter the sales Order No.
   If you want to provide an order number for each stock item, press F12 (Configure) > set Provide Order No. for each Stock Item to Yes.
4. Select the Sales ledger.
5. Select the required stock item under Name of Item.
6. In the Stock Item Allocations screen, enter the Due on date and Quantity.
   
7. Enter the Rate, if required. The rate may be prefilled based on the item’s previous sale.
   The Amount appears automatically.
   
8. Provide Narration, if needed, and press Ctrl+A to save the voucher.

You can now record sales of goods with the relevant sales order and view the sales orders recorded in the Sales Order Book.

Questions & Answers

1. Can I print a Sales Order as a quotation?
   Yes. You can mark a Sales Order as an Optional Voucher and print it as a quotation.
   1. Open the Sales Order.
   2. Press Ctrl+L (Optional) and save the transaction.
   3. Press Alt+P (Print) > press Enter on Current.
      The title appears as QUOTATION.
   4. Press I (Preview) or P (Print) to print it.
2. Can I partially bill a Sales Order?
   Yes. You can record a sales invoice for part of the ordered quantity. The Sales Order remains partially open until the remaining quantity is billed or otherwise closed.
3. Can I specify different delivery dates for items in a Sales Order?
   Yes. Enter the required Due on date for each stock item. This allows you to record different delivery dates for different items or lots in the same Sales Order.
4. Can I record a sales order that exceeds the credit limit of the party?
   You can record a sales order even if you exceed the credit limit set for a party.
   On exceeding the credit limit while recording a sales order, a warning message appears as shown below:
   You can press Enter to proceed and save your sales order, even if you have exceeded the credit limit.