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Order Processing in Tally.ERP 9

Order Processing in Tally.ERP 9 can be classified into Purchase/Sales Order Processing and Job Order Processing.

Purchase / Sales Order Processing

Purchase Order Processing is the process of placing orders with suppliers for a purchase to be made from them and Sales Order Processing is the process of receiving orders from customers for the purpose of selling. Usually, companies need to track the Order details for Sales and Purchases as this significantly helps in planning the production process accordingly. In Tally.ERP 9, Order Processing is linked to Inventory. This allows tracking of the order position for a Stock Item. Using this you can track the arrival of goods ordered and whether the ordered Stock Item are delivered on time etc.

Job Order Processing

Job Order Processing is the process of taking an order to manufacture or process goods as per the prescription of the client by utilising the material supplied by the client or purchased on behalf of the client and charging him for the services provided as Job Work or Sub Contract. Tally.ERP 9 allows to process the job work taken from a client as well as job work given to job workers. It also allows the principal company to track the materials despatched to job workers and materials received against the job given, and vice versa.

Purchase Order
Purchase Order is an order placed by a business entity with a supplier for the delivery of specified goods at a given price and at a predetermined time.

Sales order
Sales Order is an order placed by a customer for the delivery of specified goods at a given price and at a predetermined time.

Job Order
Job Order can be classified into Job Work Out Order and Job Work In Order.

Job Work Out Order Job Work Out Order is an order placed by the principal to manufacture or process goods as per the prescription given to the j ob worker.

Job Work In Order Job Work In Order is an order received by the job worker to manufacture or process goods as per the prescription given by the principal. More:

www.tallysolutions.com

Creating a Sales Order

Sales order entry is exactly like the Purchase Order Entry. Sales Order details will also depend on configuration settings. To create a Sales Order, Go to Gateway of Tally > Inventory Vouchers > press Alt + F5 or click on Sales Order

Party's A/c Name Select the Customers name from the List of Ledger Accounts. P ress Alt + C to create a new account.

Order No The Order number is automatically displayed. By default it will take the Voucher number as Order No. You can change this number if required. You can also configure the voucher type for Sales Order, to get the Suffix and Prefix for the sales orders. (Go to Gateway of Tally > Accounts Info / Inventory Info > Voucher Types > Alter > Sales order > Set Yes toUse Advance Configuration).

Name of the Item Select the Item for which the order is to be placed from the List of Stock Items. The Item Allocations sub-screen is displayed as shown. Enter the det

Purchase and Sales Order processing in Tally

Many readers raising query through comments asking about how to process Purchase Order so today, we will discuss the easiest way to configure Purchase and Sales Order Processing in tally If you are aware about setting various option through F11 in tally, then you will not find it hard to configure various option yourself. We have already discussed some such set up in tally and all you need is to browse your tally software to explore various potentiality of this wonderful ERP accounting software. A reading on voucher entry configuration will also help you to maximize the benefits of this software. To enable Purchase Order Processing in Tally, you must set your accounts with inventory which you can do by creating/altering company.

To enable Sales Order and Purchase Order Processing in Tally.ERP 9, activate the following in F11: Features (F2: Inventory Features) Set Allow Purchase Processingsection. Order Processing and Allow Sales Order Processing to Yes in the Order

When the order is placed with the suppliers for the supply of goods, the Items, quantities, date of receipt etc., details are given with the Purchase Order Number. Later, when these goods are received, the Purchase Order is tracked for the Order Details either in the receipt note or in the purchase Invoice. The Outstanding Purchase Order reports are available in Tally.ERP 9. It is possible to know the order position of any item in the Stock Summary. Separate Purchase Order Outstanding report and Purchase Order Summary report are also available

To
Name of the Item

Select the Stock Item that needs to be purchased from the List of Stock Items. The Item Allocations sub-screen is displayed. Enter the details as shown.
Due on

Enter the due date for receipt of the items. This monitors outstanding receipts.

If orders are split for different dates, then specify the due date for the first lot to be received, after selecting the quantity, rate and amount; specify the due date for the second lot and so on. After specifying the due dates for all the lots, press Enter in the Due on field to return to the Voucher Creation screen. If you have any question or query related to tally.erp 9 or accountancy, please raise your query only at support forum

Posted 27th November 2012 by Faisal Muhammad

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ails as shown.

Due on

Enter the due date for the Delivery of the items. This monitors outstanding Delivery of the items. If orders are split for different dates, then specify the due date for the first lot to be received. After selecting the quantity, rate and amount; specify the due date for the second lot and so on. After specifying the due dates for all the lots, press Enter in the Due on field to return to the Voucher Creation screen.
Note : G od ow n / L oc at io n fi el d w ill app e ar, if m u lt ip le - loc a ti o n fe a t ur e is e n ab led in F 1 1: Fe at ur es ( F 2: I nv e n tor y F e a t ur es) .

Quantity, Rate and Amount Enter the quantity of the item and its rate. The amount will be calculated automatically.

Narration This field is optional. You can give some particulars about the order.

ales Order Summary in Tally.ERP 9

purchase and sale order processing in Tally

when any person can start the business then gives order to the supplier for delivered the goods in large quantity and then sale to his customer according to his order. When the order is placed with the suppliers for the supply of goods, the Items, quantities, date of receipt etc., details are given with the Purchase Order Number. Later, when these goods are received, the Purchase Order is tracked for the Order Details either in the receipt note or in the purchase Invoice.

In this chapter we will discuss: 1. Purchase order 2. Sale order Purchase order: How to activate the purchase order? 1. Press f11 --> Press f2 2. Press f2 --> allow purchase order and sale order. Then how to use it? 1. Gateway of tally --> inventory voucher 2. inventory voucher -->ALT F4

ALTERNATIVE: After inventory voucher, click purchase order on the right side on the screen.Following procedure to fill the purchase order: 1. Partys a/c name: first of all fill the party name like supplier name to whom our business is concerned in terms of purchasing order. To create the party name first of all alt+c then create the party name in ledger creation. 2. Order no.: order no.is written after when goods are received. 3. Purchase ledger: when enter on purchase ledger then automatically list of ledger is creating then select purchases5.5%. 4. Name of items: name of the items are written which you want to purchases. To create the purchase order press any key then list of ledger creation. Then select it. When any items are not shown then alt+c and create it. When select then set the quantity and rate and select it. Press enter then after narration is being necessary and accept it.

Following procedure to fill the sale order: 1. Partys a/c name: first of all fill the party name like customer name or those co. which are received goods from our company. To create the party name first of all alt+c then create the party name in ledger creation. 2. Order no.: order no.is written after when goods are sent to our customer. 3. sale ledger: when enter on sale ledger then automatically list of ledger is creating then select sale 5.5%, or vat according to current period. 4. Name of items: name of the items are written which you want to sale. To create the sale order press any key then list of ledger creation. Then select it. When any items are not shown then alt+c and create it. When select then set the quantity and rate and select it. Press enter then after narration is being necessary and accept it.

How to see?

Display --> inventory books

inventory books --> purchase order book. Then we can see that item which we have ordered to another company. Then after: open accounting voucher and press F9. Then purchase voucher maintained.
How to see pending?

Display -->statement of inventory

Statement of inventory --> purchase order summary. It means some of the items received from company and some not received from the company. Those items which are not received are shown in purchase order summary.

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Ledger wise Pending Sales & Purchase Order

Alpha Automation Pvt. Ltd. Head Office 336-Madhva Plaza, Opp. SBI Bank, Nr. Lal Bunglow, JAMNAGAR Gujarat (India) Phone No. : +91-288-2660530/31, +91-9909993317, 9825098442 Email : tally@aaplautomation.com Branch Office Rajkot : 807-Dhanrajni Complex, Nr. Hotel Imperial Palace, Dr. Yagnik Road, RAJKOT (Gujarat). Gandhidham : 92-GMA Building, 2nd Floor, Plot No. -297, Sector-12B. GANDHIDHAM (Gujarat) 2 2012 Alpha Automation Pvt. Ltd.. All rights reserved. Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, Tally Developer, Tally. Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, Tally Academy & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners. Version: Alpha Automation Pvt. Ltd. / Ledger wise Pending Sales & Purchase Order /1.0/Nov-2012. 3

Ledger wise Pending Sales & Purchase Order

Introduction

This add-on facilitates the user to print Ledger wise pending Sales & Purchase order Report with Ledger wise Grouping of Order Qty, Dispatch Qty, Balance Qty. & Order Amount. It also provides Ledger Wise Total of Order Qty, Dispatch Qty, Balance Qty. & Order Amount along with Ledger Contact details. It also prints Ledger Current Closing Balance, Pending Order Amount and Total Amount (Closing Balance + Pending Order Amount). It also gives the option of filtering the Report based on Stock Item, Ledger Name, Stock Group and Destination.

Important! As a best practice it is advisable to back up your company data

Installation

1. Copy the TCP file in Tally.ERP9 Folder. 2. Gateway of Tally F12 Product & Features F4 (Manage Local TDL) Select Yes in Load TDL on Start up and give the file name of TCP File. After pressing the Enter Key will show TDL Status which should be Active.

System requirements:

No additional hardware / software infrastructure is required for executing and operation this applications module 4 Setup Guide For Tally.ERP 9 Series A Release 3.1 and below Go to Gateway of Tally > F11: Features > Accounting Features Set Yes to the option Print Ledger wise Pending Sales / Purchase Order Details ?

5 For Tally.ERP 9 Series A Release 3.2 and above Go to Gateway of Tally > F11: Features > Add-on Features Set Yes to the option Print Ledger wise Pending Sales/Purchase Order Details?

Ledger Wise Pending Sales order List

Detailed User Guide:

1) Go to Gateway of Tally Display Statements of Inventory Sales Order Outstanding Ledger wise all orders as :

7 2] Ledger wise Pending Sales order List will be as : 8 3] User can Filter the report on Stock Item, Ledger Name, Stock Group and Destination

4] F4 - Item Wise filter of report

9 5] Ledger wise Item wise Filtered Report : 10 Ledger Wise Pending Purchase order List

1) Go to Gateway of Tally Display Statements of Inventory Purchase Order Outstanding Ledger wise all orders as : 11 2] Ledger wise Pending Purchase order List will be as :

User can filter this report based on Stock Item, Ledger Name, Stock Group and Destination. 12 FAQ Which version/releases of Tally.ERP 9 does the add-on support? This add-on will work only with Tally.ERP 9 Series A, release 3.0 onwards.

How will I get support for this add-on? For any functional support requirements please do write to us on tally@aaplautomation.com or call us at +91-288-2660530/31 or +919909993317/9825098442.

If I need some enhancement / changes to be incorporated for the add-on, whom should I contact? Please to write to us on tally@aaplautomation.com with your additional requirements and we will revert to you in 24 hours.

Will new features added be available to us? We offer one year availability of all support and new features free of cost. After one year, nominal subscription cost will be applicable to you to continue to get free support and updates.

What will happen after one year? 25% of the then MRP will be charged for one year of email support and versions (minor & major). mployee salary (basic, daily allow...