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How to Successfully Manage Sales with Tally.ERP 9

How to Successfully Manage Sales with Tally.ERP 9

January 9, 2020

What is sales order?

An order placed by a customer for the delivery of specified goods at a given price and at a predetermined time is termed as “Sales Order” in accounting terminology.

Tally.ERP 9 is an efficient sales management tool that helps in tracking each and every sales order and invoices that are generated.

Tally solutions is the best accounting software which is used for developing sales report that helps the management to identify the number of sale and the calls that have been taken; allowing them to understand the sales trends and make necessary changes in order to further increase the sales.

Objectives of Sales Management

Sales Management is a business subject matter that concentrates on the practical implication of sales techniques and helps the organization to consistently hit, and even surpass, its sales targets.

Here are some of the objectives of Sales Objectives;

  • Try to achieve sales target set by the company
  • Stay updated with the recent trends in your industry
  • Make contribution to profits by increasing the sales

Components of Sales Order Report

Following are the components that makes the Sales Order report.

  • Stock Group
  • Stock item
  • Group Summary
  • Ledger Summary
  • All Orders

Sales Order Processing

How to enable sales order processing in Tally?

In order to enable Sales Order in Tally, please follow the following steps;

Step 1: Click on F11: Features and then select (F2: Inventory Features)

Step 2: Set Allow Sales Order Processing to “YES”, to create Sales Order in the Order Processing Section.

Preparing Sales Order

How to prepare Sales Order in Tally

Sales Order entry is processed by the following the below steps;

Step 1: Go to Gateway of Tally (GOT)

Step 2: Click on Inventory Vouchers

Step 3: Press Alt+F5 or Click on Sales Order

Step 4: Select the party’s ledger from the List of Ledger Accounts.

Step 5: The order number will be displayed automatically.

Step 6: Select the particular Item on which the order has to be placed from the list of stock Items given in the drop down list.

Step 7: Insert the due date for the delivery of the items. This will help in the monitoring of undelivered items.

Step 8: Input all other particulars such as quantity of the item and the rate. The amount will be automatically calculated.

Sales Order Summary

How to View Sales Order Summary

Sales Order Summary statement provides users with detailed information on the sales orders those are outstanding.

In order to access the Sales Order Outstanding report, please follow the following steps religiously.

Step 1: Go to Gateway of Tally (GOT)

Step 2: Select Display

Step 3: Click on Statements of Inventory

Step 4: Click on Sales Order Outstanding