Mastering Sales Order Processing in Tally Prime

To maintain the book of accounts in tally prime with the following details.

Company Details

RKM CREATORS
ADDRESS	New No:6, New Damu Nagar, R.S. Puram, Coimbatore -641002
MOBILE NO	7811200369
WEBSITE	Covairkmcreators.in
EMAIL	covairkmcreators@gmail.com
GSTIN NO	33AAALC7527P1DH
PANCARD NO	AAALC7527P

29-07-23 order received from Lakshmi Computers for keyboard (vide Order No SSD_001). The due date for delivering the goods is 04-08-23 and delivery charges of 1% apply.

Stock	Qty	Rate
Keyboard	150 Nos	Rs. 750

04-08-23 Goods were delivered to Lakshmi Computers against the order no: SSD_001.

Stock	Qty	Rate
Keyboard	150 Nos	Rs. 750

18-08-23 Lakshmi Computers rejected keyboards, reason inferior quality.

Stock	Qty	Rate
Keyboard	2 Nos	Rs. 750

20-08-23 Raise a sales invoice on Lakshmi Computers, the sales will be against the delivery note DN-01 that was recorded on 04-08-23. Reference no: SAL01

Stock	Qty	Rate
Keyboard	148 Nos	Rs. 750

01-09-23 order received from Mithran for keyboard (vide Order No SSD_002). The due date for delivering the goods.

Stock	Qty	Rate
Keyboard	65 Nos	Rs. 750

02-09-23 Goods were delivered to Mithran against the order no: SSD_002.

Stock	Qty	Rate
Keyboard	65 Nos	Rs. 750

03-09-23 Mithran rejected keyboards, reason inferior quality.

Stock	Qty	Rate
Keyboard	5 Nos	Rs. 750

20-08-23 Raise a sales invoice on Mithran, the sales will be against the delivery note DN-02 that was recorded on 01-09-23. Reference no: SAL02

Stock	Qty	Rate
Keyboard	65 Nos	Rs. 750

4-09-23 Mithran returned goods which were inferior quality.

Stock	Qty	Rate
Keyboard	5 Nos	Rs. 750

29-07-23 order received from Lakshmi Computers for keyboard (vide Order No SSD_001). The due date for delivering the goods is 04-08-23 and delivery charges of 1% apply.

Stock	Qty	Rate
Keyboard	150 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Sales Order Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Sales Order" > "Create" (Shortcut: Press Ctrl + F8).

Enter Sales Order Details :

Date: Enter the date of the sales order (29-07-2023).
Order No: Enter "SSD_001" as the order number.
Party: Select "Lakshmi Computers" as the customer.
Due Date: Enter the due date for delivering the goods (04-08-2023).

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "150" as the quantity of keyboards.
Rate: Enter "750" as the rate per keyboard.

Add Delivery Charges :

Since delivery charges of 1% apply, calculate and add them manually.
Below the item details section, add a new ledger for "Delivery Charges" with the amount of Rs. 1125.

Save the Sales Order : After entering all the details, press Enter to save the sales order.

Verify and Confirm : Review the sales order details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

04-08-23 Goods were delivered to Lakshmi Computers against the order no: SSD_001.

Stock	Qty	Rate
Keyboard	150 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Delivery Note Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Delivery Note" > "Create" (Shortcut: Press Alt + F8).

Enter Delivery Note Details :

Date: Enter the date of the delivery note (04-08-2023).
Order No: Enter "SSD_001" as the order number.
Party: Select "Lakshmi Computers" as the customer.
Tracking Number: Enter "SSD_001" as the tracking number.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "150" as the quantity of keyboards.
Rate: Enter "750" as the rate per keyboard.

Add Delivery Charges :

Since delivery charges of Rs. 1125 apply, add them manually.
Below the item details section, add a new ledger for "Delivery Charges" with the amount of Rs. 1125.

Save the Delivery Note : After entering all the details, press Enter to save the delivery note.

Verify and Confirm : Review the delivery note details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

18-08-23 Lakshmi Computers rejected keyboards, reason inferior quality.

Stock	Qty	Rate
Keyboard	2 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Rejection In Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Rejection In" > "Create" (Shortcut: Press Ctrl + F6).

Enter Rejection In Voucher Details :

Date: Enter the date of the rejection in voucher (18-08-2023).
Voucher Type: Choose "Rejection In" as the voucher type.
Voucher No: The voucher number is automatically generated by Tally Prime.
Reason for Rejection: Enter "Inferior Quality" as the reason for rejection.

Select Supplier :

Select "Lakshmi Computers" as the supplier from whom the keyboards are being rejected.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "2" as the quantity of rejected keyboards.
Rate: Enter "750" as the rate per keyboard.

Save the Rejection In Voucher : After entering all the details, press Enter to save the rejection in voucher.

Verify and Confirm : Review the rejection in voucher details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

20-08-23 Raise a sales invoice on Lakshmi Computers, the sales will be against the delivery note DN-01 that was recorded on 04-08-23. Reference no: SAL01

Stock	Qty	Rate
Keyboard	148 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Sales Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Sales Voucher" > "Create" (Shortcut: Press F8).

Enter Sales Voucher Details :

Date: Enter the date of the sales invoice (20-08-2023).
Voucher Type: Select "Sales" as the voucher type.
Voucher No: Enter a voucher number if not auto-generated by Tally Prime.
Reference: Enter "SAL01" as the reference number.

Link to Delivery Note :

Since the sales are against delivery note DN-02, link the sales voucher to it.
Enter "DN-02" in the respective field.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "148" as the quantity of keyboards.
Rate: Enter "750" as the rate per keyboard.

Save the Sales Voucher : After entering all the details, press Enter to save the sales voucher.

Verify and Confirm : Review the sales voucher details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

01-09-23 order received from Mithran for keyboard (vide Order No SSD_002). The due date for delivering the goods.

Stock	Qty	Rate
Keyboard	65 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Sales Order Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Sales Order" > "Create" (Shortcut: Press Ctrl + F8).

Enter Sales Order Details :

Date: Enter the date of the sales order (01-09-2023).
Order No: Enter "SSD_002" as the order number.
Party: Select "Mithran" as the customer.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "65" as the quantity of keyboards.
Rate: Enter "750" as the rate per keyboard.

Save the Sales Order : After entering all the details, press Enter to save the sales order.

Verify and Confirm : Review the sales order details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

02-09-23 Goods were delivered to Mithran against the order no: SSD_002.

Stock	Qty	Rate
Keyboard	65 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Delivery Note Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Delivery Note" > "Create" (Shortcut: Press Alt + F8).

Enter Delivery Note Details :

Date: Enter the date of the delivery note (02-09-2023).
Order No: Enter "SSD_002" as the order number.
Party: Select "Mithran" as the customer.
Tracking Number: Enter "DN_02" as the tracking number.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "65" as the quantity of keyboards.
Rate: Enter "750" as the rate per keyboard.

Save the Delivery Note : After entering all the details, press Enter to save the delivery note.

Verify and Confirm : Review the delivery note details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

03-09-23 Mithran rejected keyboards, reason inferior quality.

Stock	Qty	Rate
Keyboard	5 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Rejection In Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Rejection In" > "Create" (Shortcut: Press Ctrl + F6).

Enter Rejection In Voucher Details :

Date: Enter the date of the rejection in voucher (03-09-2023).
Voucher Type: Choose "Rejection In" as the voucher type.
Voucher No: The voucher number is automatically generated by Tally Prime.
Reason for Rejection: Enter "Inferior Quality" as the reason for rejection.

Select Supplier :

Since the rejection is from Mithran, select "Mithran" as the supplier.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "5" as the quantity of rejected keyboards.
Rate: Enter "750" as the rate per keyboard.

Add Tracking Number :

Since there's a tracking number associated with this rejection, add it in the respective field.
Enter "2" as the tracking number.

Save the Rejection In Voucher : After entering all the details, press Enter to save the rejection in voucher.

Verify and Confirm : Review the rejection in voucher details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

20-08-23 Raise a sales invoice on Mithran, the sales will be against the delivery note DN-02 that was recorded on 01-09-23. Reference no: SAL02

Stock	Qty	Rate
Keyboard	65 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Sales Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Sales Voucher" > "Create" (Shortcut: Press F8).

Enter Sales Voucher Details :

Date: Enter the date of the sales invoice (20-08-2023).
Voucher Type: Select "Sales" as the voucher type.
Voucher No: Enter a voucher number if not auto-generated by Tally Prime.
Reference: Enter "SAL02" as the reference number.

Link to Delivery Note :

Since the sales are against delivery note DN-02, link the sales voucher to it.
Enter "DN-02" in the respective field.

Enter Item Details :

Stock Item: Select "Keyboard" from the list of stock items.
Quantity: Enter "65" as the quantity of keyboards.
Rate: Enter "750" as the rate per keyboard.

Save the Sales Voucher : After entering all the details, press Enter to save the sales voucher.

Verify and Confirm : Review the sales voucher details to ensure accuracy, then confirm the voucher to finalize the entry.

Save and Exit : After confirming the voucher, save the changes and exit.

4-09-23 Mithran returned goods which were inferior quality.

Stock	Qty	Rate
Keyboard	5 Nos	Rs. 750

Go to Gateway of Tally :

Once Tally Prime is open, you'll see the Gateway of Tally screen. This is the main menu from where you can access various features.

Create Credit Note Voucher :

From the Gateway of Tally, navigate to "Transactions" > "Credit Note" > "Create" (Shortcut: Press Alt + F6).

Enter Credit Note Details :

Date: Enter the date of the credit note (4-09-23).
Voucher Type: Choose "Credit Note" as the voucher type.
Voucher No: The voucher number is automatically generated by Tally Prime.
Reason for Credit Note: Enter "Goods returned due to inferior quality" as the reason for issuing the credit note.

Select Customer :