Ageing Analysis Report for Sales Orders in TallyPrime: 3 Steps

Table of Contents

1. Understanding Ageing Analysis Report for Sales Orders in TallyPrime

Ageing analysis is a technique used to categorize outstanding balances based on their age.

This helps you identify overdue payments and take appropriate action.

2. Steps to Generate the Ageing Analysis Report for Sales Orders 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 “Aging” option to configure the age buckets. For example, you can set buckets for 0-30 days, 31-60 days, 61-90 days, and over 90 days.

3. Example of Ageing Analysis Report for Sales Orders in TallyPrime:

Let’s assume you want to view the outstanding sales orders, aged by 30-day intervals.

1. Generate the Report:

Go to Gateway of Tally > Reports > Sales Order Outstanding.
Set the “Aging” option to “30-Day Buckets”.

2. Analyzing the Report:

The report will display the outstanding sales orders categorized by their age buckets.

This helps you identify overdue payments and take necessary steps to collect them.

4. Benefits of Using Ageing Analysis Report for Sales Orders in TallyPrime:

Debt Management: Helps you track overdue payments and take timely action.
Cash Flow Management: Improves your cash flow by identifying outstanding payments.
Customer Relationship Management: Helps you manage relationships with customers who have outstanding balances.

5. Additional Tips:

Customize Buckets: You can customize the age buckets based on your specific needs.
Integration with Other Reports: Combine the Ageing Analysis report with other reports (e.g., Customer Ledger) for a more comprehensive analysis.
Follow-up Actions: Use the report to follow up with customers who have overdue payments.

By effectively using the Ageing Analysis report for sales orders in TallyPrime, you can improve your debt management, cash flow, and customer relationships.