Sales Order Aur 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. Keyboard se press karein F11 (Features) on the Gateway of Tally.
  2. Option ko Yes karein: Enable Purchase Order Processing to Yes.
  3. Option ko Yes karein: Enable Sales Order Processing to Yes.
  4. Poori screen accept karne ke liye press karein Ctrl + A (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. Sabse pehle Gateway of Tally par jayein → 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. Poori screen accept karne ke liye press karein Ctrl + A (Save).

Recording Sales Invoices (F8)

  1. Sabse pehle Gateway of Tally par jayein → 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. Poori screen accept karne ke liye press karein Ctrl + A (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.