In Tally.ERP9, a Sales Order (SO) is a document that is used to record an agreement between a buyer and a seller for the sale of goods or services. It is created by the seller and contains the details of the items to be sold, the delivery date, and the payment terms. A Sales Order helps to ensure that the seller and the buyer are on the same page regarding the goods or services to be provided, and it serves as a reference for the future in case of any discrepancies.

Here are the steps to create a Sales Order in Tally.ERP9:

• Go to the main menu and select Inventory Vouchers.
• Select Sales Order from the list of available vouchers.
• Enter the details of the customer or the buyer, such as the name, address, and contact information.
• Enter the details of the items to be sold, such as the product name, quantity, and rate.
• Enter the delivery date and any other relevant information, such as payment terms and conditions.
• Save the Sales Order.

Once the Sales Order is saved, it can be printed and sent to the customer for confirmation. If there are any discrepancies, the customer can provide feedback or make changes to the Sales Order before accepting the order.

In Tally.ERP9, a Sales Order can also be used to create a Sales Invoice, which is used to record the sale of goods or services to the customer. When a Sales Invoice is created from a Sales Order, the details of the order are automatically carried over to the invoice, saving time and reducing the chances of errors.

Example

Sales Order in issued to M/s. Morden computers for the followings

• 70GB Ram 500 nos Rs. 2500 each
• 50GB Hard disk drive 450 nos Rs. 3500 each
• CPU 80nos Rs. 6000 each order no: MC55

To create a Sales Order in Tally ERP 9 for the items being sold to M/s. Modern Computers, follow these steps:

• Open Tally ERP 9 and select the "Inventory Info" option from the "Gateway of Tally" menu.
• Click on "Alt + F5" or select the "Sales Order" option from the list of inventory vouchers.
• In the "Sales Order" screen, enter the details of the customer, such as M/s. Modern Computers, in the "Party's Details" section.
• Enter the order number as "MC55" in the "Order No." field.
• In the "Item Details" section, enter the details of the items being sold. For example, for 70GB Ram 500 nos at Rs. 2500 each, enter "70GB Ram" in the "Name of Item" field, "500" in the "Quantity" field, "2500" in the "Rate field, and leave the "Amount" field to be calculated automatically.
• Similarly, enter the details of the 50GB Hard disk drive being sold at Rs. 3500 each, and the CPU being sold at Rs. 6000 each.
• Once you have entered all the details, save the Sales Order.
• You can then print the Sales Order or send it directly to the customer by email from within Tally ERP 9.

Note:Make sure to set up the appropriate ledgers and stock items in Tally ERP 9 before creating the Sales Order. This will ensure that the details are accurately recorded and can be easily tracked later.

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