Sales order entry is exactly like the Purchase Order Entry. Sales Order details will also depend on configuration settings.
To create a Sales Order:
Go to Gateway of Tally > Inventory Vouchers > F5: Sales Order
Party's A/c Name
Select the Customer’s name. Press Alt+C to create a new account.
Order No
The voucher number is automatically displayed. You can change this number if required. Enter the sales order number.
Name of the Item
Select the Item for which the order is to be placed from the List of Stock Items. Here, the Item Allocations sub-screen is displayed.
Enter the details as shown below.
Due on
Enter the due date for delivery of the item. This enables monitoring of outstanding deliveries. The order can be split for delivery on different dates. If the order is split, give the due date of the first lot to be delivered and after selecting the respective Godown and entering the Quantity, Rate and Amount specify the due date of the second lot. If the whole lot is delivered at a time, press Enter in the next Due on field to return back to the Voucher Creation screen.
The cursor returns to the Item field once again and you can enter another item to be sold. Press Enter on the blank field to take the cursor to the next field if no more items are to be entered. Press the space bar to display the List of Ledger Accounts.
You can specify if there are any other expenses like freight or tax in the Sales Order. The Tax and Expense has to exist as a ledger account (if not, press Alt+C to create them). Select the respective ledgers to make the entries and save the voucher.
Location
In case multiple location features are active this field has to be mentioned. Otherwise it does not appear.
Quantity, Rate and Amount
Enter the quantity of the item required, and also its rate. The amount is calculated and can be modified to round it off.
Additional Cost Details
There are no additional cost details for sales orders. They exist only for Purchases as the values are added to the cost price. In case of sales, additional cost needs to be entered below the line along with tax.
Next Item
After completion of entering the first item, the cursor comes to Item field once again and you can enter another item to order. If there is no other item, press Enter in the blank field to take the cursor to the tax/expense field.
Expense/Tax
Once the item details have been entered, specify the tax to be charged and other expenses like freight, if any. The tax or expense has to exist as a ledger account or it may be created using Alt+C. Let us consider tax @ 17.5% to be charged on the item values.
The Sales order entry screen appears as shown below.
Narration
This field is optional. You can give some particulars about the order.