Sales Order in Tally ERP 9 with GST

In this post, we will see how you can create a sales order in tally with GST.

We have already seen purchase order in tally with GST and it was very easy as well. Today, we are going to see the exact opposite of that.

Sales order comes under the inventory vouchers in tally.

There are many business where customized orders are placed before the actual sales happens. In those cases, we can create a sales order and in tally, we can do it in a very simple way.

Let’s see what you will learn in this post.

What you will learn in this post

Meaning of sales order in tally
Enabling order processing in tally
How to create a sales order in Tally ERP 9 with GST
Finding a sales order book in tally
How add terms and conditions in your order in tally
How to change your order number in tally
Printing the order in tally

Meaning of a Sales Order in Tally ERP 9

Sales order in tally means that you have got a an order and in future when you deliver the order, it becomes sales in tally for you.

It does not mean that you have placed an order with someone else. For that, we use purchase order in tally.

Whenever someone orders goods and services from you, you create a sales order in tally.

Now, let us enable order processing in tally.

Enabling Order Processing in Tally ERP 9

From Gateway of Tally, go to Features by pressing F11 – it is a shortcut for features in tally.
In there, you will find Order Processing.

Under Order Processing, you will find the option of enabling sales order processing and job order processing.
Type Yes for both of them.
Press CTRL + A to accept and save the settings.

Congratulations! You have successfully enabled order processing in tally.

Now, we will see how you can actually create a sales order with GST.

How to Create a Sales Order in Tally ERP 9 with GST

Let’s take an example first and then proceed with the steps.

Example – 1

You got an order from Yashaswini who is from Kerala of 50 t-shirts. The order is due on 31st May, 2019. Price of the t-shirt is ₹2,000 per t-shirt.

Total price of the t-shirts will be ₹2,000 x 50 = ₹1,00,000.

GST rate of 18% is applicable on the entire order.

Therefore, the total value of the order will be ₹1,18,000.

Before we pass the above order entry in tally, I have already created certain ledgers which are necessary for the order entry in tally.

They are:

Sales – 18% – Under Sales Accounts for recording sales in tally.
Yashaswini – Under Sundry Debtors with GST configured.
T-Shirt – Stock Item with GST configuration done in tally.

You can easily learn to create ledgers in tally in less than 5 minutes.

Create stock items in tally with GST here.

If you are confused about what to select in the under option while creating ledgers in tally, go through this comprehensive list of ledgers in tally.

Let’s start with the above example. Here are the steps:

From Gateway of Tally, go to Order Vouchers.
Now select Sales Orders by pressing ALT + F5 – it is a shortcut for sales order in tally.
Select appropriate date and press Enter.
In the Party A/c name – select Yashaswini as she is our sundry debtor.
Press CTRL + A to accept all the details in the yellow box.
Type the order number. I have written it as 1.
Under the name of the item – select t-shirt from the list of stock items.
Due date will be 31st May, 2019 which you have to select in the option of Due on.

In the Quantity – type 50 and the rate is ₹2,000 per t-shirt. Total amount will be ₹1,00,000.

Item allocations and due date in sales order in tally with GST — Item allocations and due date in tally with GST

Press Enter and you will see a small Accounting Details window. Select a sales ledger with the name – Sales – 18%.

I have also used cost centres in sales order here.
Tally will automatically detect the type of GST transaction. In our case it is Interstate Sales Taxable.
Press Enter and go ahead.
Now, select the IGST ledger from the list of ledger accounts and tally will automatically calculate GST of ₹18,000.
Press Enter a few times and save the sales order.

Congratulations! You have successfully created a sales order in Tally.

Finding Sales Order in a Sales Order Book in Tally

After you have passed a sales order entry in tally, you can also see the list of all the sales orders in tally.

For that, you have to go to Display from Gateway of Tally.
Then go to Inventory Books.
Now, select Sales Orders Book.

Select the relevant month and you can see all the sales ledger vouchers date wise in tally.

How Add Terms & Conditions in a Sales Order in Tally

It is very to add terms and conditions in an order voucher in tally.

Here is a step by step explanation.

Open the sales order that we have created once again.
Come to the Party A/c name and press Enter.

You will see a yellow screen with 3 options of buyer’s details, order details and despatch details.

In the order details, you can add terms of payment, terms of delivery and other references.
Basically, you can add all the terms and conditions here as you want.

Now, we are going to look at how you can change the order number in tally.

How to Change your Sales Order Number in Tally

It is very easy to change an order number in a sales order in tally.

Open the sales order.
After you have entered the terms and conditions from the above steps, press Enter.
You will see the option for Order no.

Change the order number there and press CTRL + A.
That’s it. You have successfully changed the order number in tally.

Now, when we finally make a sale and create a sale voucher, the sales order is closed in tally.

Printing the Order in Tally

Here are the steps:

Open your order.
Press ALT + P which is the shortcut for printing anything in tally or just click on the top left button in your tally.
You will see a small grey coloured window for voucher printing options.
Select the appropriate options. You can also configure the printing options in tally before printing any voucher in tally.
Make sure Print Preview is set to Yes so we don’t waste the pages.
Finally, click enter and your order is printed.