Sales Order Outstanding Summary of Stock Items in TallyPrime

Table of Contents

1. Understanding Sales Order Outstandings of Stock Items in TallyPrime

Sales order outstanding refers to the portion of a sales order that has not yet been fulfilled or invoiced.

Analyzing the outstanding quantities of stock items can help you identify potential bottlenecks, manage inventory levels, and improve customer satisfaction.

2. Steps to Generate the Sales Order Outstandings of Stock Items Report in TallyPrime:

1. Go to Reports:

Go to Gateway of Tally > Reports.

2. Select Sales Order Outstanding:

Choose the Sales Order Outstanding report.

3. Configure the Report:

Use the filters and options to customize the report based on your needs. For example, you can filter by date range, customer, or product.
Consider grouping the report by stock groups to analyze outstanding quantities for different product categories.

3. Example of Sales Order Outstandings of Stock Items Report in TallyPrime:

Let’s assume you want to view the outstanding sales orders for the month of September 2024, grouped by stock groups.

1. Generate the Report:

Go to Gateway of Tally > Reports > Sales Order Outstanding.
Set the date range from 01/09/2024 to 31/09/2024.
Choose to group the report by “Stock Group”.

2. Analyzing the Report:

The report will display a summary of outstanding sales orders for each stock item, including:

3. Stock Item:

The name of the stock item.

4. Quantity Outstanding:

The number of units remaining to be delivered.

5. Value Outstanding:

The total value of the outstanding units.

4. Benefits of Using the Sales Order Outstandings of Stock Items Report in TallyPrime:

Inventory Management: Identify stock items with high outstanding quantities that may require replenishment.
Customer Satisfaction: Track outstanding orders to ensure timely delivery and improve customer satisfaction.
Production Planning: Plan production based on outstanding sales orders.
Sales Analysis: Analyze which product categories have the highest outstanding quantities.

5. Additional Tips:

Aging Analysis: Use the “Aging” option to analyze the outstanding orders based on their age (e.g., overdue, upcoming).
Customer-wise Analysis: Group the report by customer to identify customers with large outstanding balances.
Integration with Other Reports: Combine the Sales Order Outstanding report with other reports (e.g., Stock Summary) for a comprehensive analysis.

By effectively using the Sales Order Outstanding summary of stock items in TallyPrime, you can gain valuable insights into your sales performance, inventory management, and customer satisfaction.