Sales Order & Sales Invoice (F8)

1. Core Concept

  • Sales Order (SO): A formal commitment received from a customer to buy goods at a specified rate and future date. It tracks pending customer orders without affecting accounting ledgers or stock balances directly.
  • Sales Invoice (F8): The financial voucher recording the actual bill and dispatch of goods, which directly updates stock and accounting ledgers.
The TallyPrime Sales Cycle:
Sales Order (Ctrl + F8) → Delivery Note / Goods Outward (Alt + F8)* → Sales Invoice (F8)
*(Note: Linking SO directly to Invoice is standard when Delivery Notes aren't used)*.

2. Feature Activation in TallyPrime

Step A: Enable Order Processing

  1. Press F11 (Features) on the Gateway of Tally.
  2. Set Enable Purchase Order Processing to Yes.
  3. Set Enable Sales Order Processing to Yes.
  4. Press Ctrl + A to save.

Step B: Activate Voucher Type (If Inactive)

  • Method 1 (Fastest): Go to Vouchers → Press F10 (Other Vouchers) → Select Sales Order (Shortcut: Ctrl + F5). When prompted to activate, press Y or select Yes.
  • Method 2: Gateway of Tally → Alter → Voucher Type → Sales Order → Set Activate this Voucher Type to Yes → Save with Ctrl + A.

3. How to Record Vouchers

Recording Sales Orders (Ctrl + F8)

  1. Go to Gateway of Tally → Vouchers → Press Ctrl + F8 (Sales Order).
  2. Select Party A/c Name (Customer).
  3. Enter Order No.
  4. Select the Sales Ledger.
  5. Select Stock Item, enter Due On date, Quantity, and Rate.
  6. Enter Narration: being order received.
  7. Press Ctrl + A to save.

Recording Sales Invoices (F8)

  1. Go to Gateway of Tally → Vouchers → Press F8 (Sales).
  2. Select Party A/c Name.
  3. In the Order Details screen, select the corresponding Order No. (item details will auto-fill).
  4. Enter Reference No.
  5. Enter Narration: Being goods sold on credit.
  6. Press Ctrl + A to save.

4. Complete Practice Set

Part 1: Record Sales Orders (Ctrl + F8)

Date Order No. Company Name (Customer) Qty Item Name Narration
April 5 KCI/101 Keerti Computers 3

2		 486Dx4

386Dx4		 being order received
April 10 TTL/101 Sushant Infotech 3

2		 P1-300

P2-300		 being order received
May 15 SAK/101 Deepak Creation 5

5		 Epson 400

Epson 800		 being order received
June 2 KCI/102 Keerti Computers 2

1		 15” Color Monitor

21” Mono. Monitor		 being order received
July 10 SAK/102 Deepak Creation 2

2

1

1

2		 P1-300

P2-300

Laptop-A100

Laptop-B200

HP-810		 being order received
Aug 2 TTL/102 Sushant Infotech 4

4

3

4

1		 P1-300

P2-300

21” Color Monitor

15” Color Monitor

Laptop A100		 being order received
Oct 5 KCI/103 Keerti Computers 3

2

2

2		 386Dx4

21” Mono Monitor

15” Mono Monitor

21” Color Monitor		 being order received
Oct 10 TTL/103 Sushant Infotech 2

2

3		 Epson 400

HP-610

Laptop B 200		 being order received

Part 2: Record Sales Invoices (F8)

Date Reference No. Company Name (Customer) Qty Item Name Narration
April 5 S-101 Keerti Computers 3

2		 486Dx4

386Dx4		 Being goods sold on credit
April 10 S-102 Sushant Infotech 3

2		 P1-300

P2-300		 Being goods sold on credit
May 15 S-103 Deepak Creation 5

5		 Epson 400

Epson 800		 Being goods sold on credit
June 2 S-104 Keerti Computers 2

1		 15” Color Monitor

21” Mono. Monitor		 Being goods sold on credit
July 10 S-105 Deepak Creation 2

2

1

1

2		 P1-300

P2-300

Laptop-A100

Laptop-B200

HP-810		 Being goods sold on credit
Aug 2 S-106 Sushant Infotech 4

4

3

4

1		 P1-300

P2-300

21” Color Monitor

15” Color Monitor

Laptop A100		 Being goods sold on credit
Oct 5 S-107 Keerti Computers 3

2

2

2		 386Dx4

21” Mono Monitor

15” Mono Monitor

21” Color Monitor		 Being goods sold on credit
Oct 10 S-108 Sushant Infotech 2

2

3		 Epson 400

HP-610

Laptop B 200		 Being goods sold on credit

5. Checking, Deleting & Modifying Vouchers

To Check / Delete / Modify Sales Orders:

  • Navigation Path:
    Gateway of Tally → Display More Reports → Inventory Books → Sales Orders Book
    (Shortcut: Press Alt + G → Type Sales Order Book)
  • Action: Select the month → Press Enter on the voucher to view or modify. Press Alt + D inside the voucher to delete it.

To Check / Delete / Modify Sales Invoices:

  • Navigation Path:
    Gateway of Tally → Display More Reports → Account Books → Sales Register
    (Shortcut: Press Alt + G → Type Sales Register)
  • Action: Select the month → Press Enter on the voucher to edit details or press Alt + D to delete.