Sales Order Book in TallyPrime: 3 Easy Steps + Example

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1. Understanding Sales Order Book in TallyPrime

The Sales Order Book in TallyPrime is a comprehensive report that provides a detailed overview of all your sales orders, including their status, quantity outstanding, and other relevant information.

2. Accessing the Sales Order Book in TallyPrime:

1. Go to Reports:

Go to Gateway of Tally > Reports.

2. Select Sales Order Book:

Choose Sales Order Book from the list of reports.

    3. Viewing Sales Order Data:

    • The Sales Order Book will display a list of all sales orders, including:
      • Sales order number
      • Customer
      • Date
      • Status (e.g., pending, partially fulfilled, completed)
      • Quantity outstanding
      • Value outstanding
    • You can use filters to narrow down the results based on specific criteria (e.g., date range, customer, product).

    3. Example of Sales Order Book in TallyPrime:

    Let’s assume you have the following sales orders:

    Sales Order No.CustomerDateStatusQuantity OutstandingValue Outstanding
    SO100Customer A01/09/2024Pending10Rs. 5,000
    SO101Customer B02/09/2024Partially Fulfilled5Rs. 2,500
    SO102Customer A03/09/2024Completed0Rs. 0

    The Sales Order Book would display these orders, allowing you to track their status, outstanding quantities, and values.

    4. Benefits of Using Sales Order Book in TallyPrime:

    • Order Tracking: Provides a comprehensive overview of all sales orders.
    • Inventory Management: Helps track outstanding orders and inventory requirements.
    • Customer Communication: Improves communication with customers by providing updates on order status.
    • Sales Analysis: Can be used to analyze sales trends and identify potential issues.

    5. Additional Tips:

    • Customization: You can customize the Sales Order Book to include additional columns or filters based on your specific needs.
    • Integration: Combine the Sales Order Book with other reports (e.g., Stock Summary, Sales Register) for a more comprehensive analysis.
    • Aging Analysis: Use the “Aging” option to analyze the age of outstanding sales orders.

    By effectively using the Sales Order Book in TallyPrime, you can gain valuable insights into your sales performance, improve customer satisfaction, and streamline your business operations.

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