Sales Order Outstanding Report in TallyPrime: 3 Steps + Example

Table of Contents

1. Understanding Sales Order Outstanding Report in TallyPrime

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

It’s a valuable metric for tracking the progress of sales orders, identifying potential bottlenecks, and managing inventory levels.

2. Generating the Sales Order Outstanding 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.

3. Analyzing the Sales Order Outstanding Report in TallyPrime:

The report will display a list of all outstanding sales orders, including:

Sales Order Number: The unique identifier for each sales order.
Customer: The name of the customer.
Date: The date the sales order was created.
Status: The current status of the order (e.g., pending, partially fulfilled, completed).
Quantity Outstanding: The number of units remaining to be delivered.
Value Outstanding: The total value of the outstanding units.

4. Example of Sales Order Outstanding Report in TallyPrime:

Let’s assume you want to view all outstanding sales orders for the month of September 2024.

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.

5. Benefits of Using the Sales Order Outstanding Report in TallyPrime:

Inventory Management: Track stock items that are in high demand or have fulfillment challenges.
Customer Satisfaction: Identify customers with outstanding orders to improve communication and satisfaction.
Sales Forecasting: Predict future sales based on outstanding orders.
Production Planning: Plan production based on outstanding sales orders.

6. 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 report in TallyPrime, you can gain valuable insights into your sales performance, inventory management, and customer satisfaction.