Tally Accounting
Posted by Asok K Nadhani on

Materials Purchase and Sales Orders Reports in Tally

Sales and Purchase Order Reports in Tally

Having created Sales and Purchase Orders, you may print various reports related to Orders and its Status, as described next. Select Display > Inventory Books to get Inventory Books Menu, which includes reports on Sales & Purchase Orders.

Inventory Books Menu in Tally

The Inventory Book Menu contains Order Reports while Outstanding Order Reports are placed under Outstanding menu discussed in next chapter.

Sales and Purchase Orders Books Display in Tally

Order Book shows the chronological list of Orders for a specified period.

Sales Orders Book Display in Tally

Sales Order book shows the chronological list of Sales Orders for a specified period. At Inventory Books Menu , select  Sale Orders Books  to get Sales Orders Book Display

Sales Order Book Display in Tally

Purchase Orders Book  Display in Tally

Purchase Order book shows the chronological list of Purchase Orders for a specified period. At Inventory Books Menu,  select Purchase Orders Book. to get Purchase Orders Book Display

Purchase Order Book Display in Tally

Sales / Purchase Order Book Display Configuration in Tally

 At Purchase / Sales Order Book, click F12: Configure to get Order Book Configuration screen. At Order Book Configuration screen, set as follows :

  • Columnar Register : At Show Columnar Register, set Yes to get Columnar Register Definition screen to set up columns & contents of Columnar Register, as described earlier
  • Sales Contribution :  At Show Gross Profit Estimates , set :
    • Yes  to display the profitability of the selected Sales Order  (or click F7: Show Profit  button)
    • No. The columns for  profitability are not shown (or click F7: Hide Profit  button)
      This option is available only at Sales Order Book (not available at Purchase Order Book)
  • Format : At Format, select :
    • Detailed  to get all the Accounts details  
    • Condensed  to get the Party Account and the net Order value
  • Voucher Narration  : At Show  Narration also , set
    • Yes to also show Voucher Narration  the Order, if any
    • No . Voucher Narration  is not shown
  • Bill Details  : At Bill Details also , set
    • Yes to show Bill Details the Order also, if any (in Order, Bill Details are normally not available / relevant)
    • No . Bill Details is not shown
  • Cost Details  : At Cost Centre Details also, set
    • Yes to also show Cost Centre Details  the Order, if any (in Order, Cost Centre Details are normally not available / relevant)
    • No . Bill Details is not shown
  • Inventory details  : At Show Inventory details also, set
    • Yes to also show the Item details of the Order
    • No to get only the Ledger Accounts details  (Item details are not shown)
  • Bank details  : At Bank Details details also , set
    • Yes to also show Bank details (Cheque details etc) of the Order (in Order, Bank Details are normally not available / relevant)
    • No. (Bank details are not shown)

Sales and Purchase Order Book Display Configuration in Tally

Sales and Purchase Order Book Display Buttons in Tally

At Purchase / Sales Order Book, you get following Buttons:

  • F5: Columnar : To get Columnar Register Definition screen to set up columns & contents of Columnar Register, as described earlier. You may also set Yes at Show Columnar Register
  • F7: Profitability: At F7:Show Profit /Hide Profit, toggle button :
    • Click, F7:Show Profit to show the Sales Contribution of the Item (Sales Price – Cost Price). You may also set Yes at Show Gross Profit Estimates
    • Click, F7:Hide Profit. The additional columns of Sale Value Gross Profit are not shown, You may also set No at Show Gross Profit Estimates

Sales and Purchase Order Book Display Button Bar in Tally

Sales and Purchase Orders Statements Display in Tally

The All Orders options of Sales Order Outstanding & Purchase Order Outstanding shows Order Statement showing details of Sales / Purchase Order  in various  contents & formats. .

AtSales Order Outstanding  Menu (GoT>Display>Sales Order), select All Orders to get  Sales Orders Details Statement 

Sales Order Due Statement Display in Tally

Purchase Order Due Statements Display in Tally

Similarly, atPurchase Order Outstanding  Menu (GoT>Display> Purchase Order ) select All Orders to get  Purchase Orders Details Statement .

Purchase Order Statement Display  in Tally  

Sales & Purchase Orders Due Statement Display in Tally

Sales and Purchase Orders Statement Display Configuration in Tally

At Orders Details, click F12:Configure to get Orders Details  Configuration, to set the following options :

Sales and Purchase Order Statement display Configuration in Tally

  • Outstanding Sales Orders : At Show Outstanding Sales Orders, set :
    • Yes to show Outstanding Sales Orders (Orders which have not been fully executed)
    • No. Unexecuted Orders are not shown
  • Cleared Sales Orders : At Show Cleared Sales Orders, set :
    • Yes to show Cleared Sales Orders (Orders which are fully executed)
    • No. Fully executed Orders are not shown
  • Unordered Delivery Notes : At Goods Delivered but Order Not Received, set
    • Yes to show Items details of  Delivery Notes, which has not been linked with any Sales Order
    • No. The Unordered Items details of  Delivery Notes are not shown
  • Outstanding  Purchase Orders : At Show Outstanding Purchase Orders, set :
    • Yes to show Outstanding Purchase Orders (Purchase Orders which have not been fully executed)
    • No. Unexecuted Purchase Orders are not shown
  • Cleared Purchase Orders : At Show Cleared Purchase Orders, set :
    • Yes to show Cleared Purchase Orders (Purchase Orders which are fully executed)
    • No. Fully executed Purchase Orders are not shown
  • Unordered Receipt  Notes : At Goods Received but Order Not sent,  set,
    • Yes to show Items details of  Receipt Notes, which has not been linked with any Purchase Order
    • No. The Unordered Items details of  Receipt Notes are not shown
  • Pre Closing of Order :  At Show Pre Closure Order Details, set
    • Yes to enter Pre Closure Order Details at Item Allocation screen
    • No. The Pre Closure details entry column do not appear
  • Pre Closure  Reason : Having Set Yes at  Show Pre Closure Order Details as above,  at Show Reason, you may further set :
    • Yes to get a field Reason for Pre Close to enter Pre Closure Reason
    • No. The field Reason for Pre Close dos not appear
  • Pre Closure Order Details : At Show Pre Closed Orders only,set :
    • Yes to show the Item details of Orders for which Pre Closure have been entered
    • No. The Item details for which Pre Closure have been entered are not shown
      You may further set the following options if the respective features are activated 
  • Batch Details : This is applicable only when Batch is activated for the Company. At Show Batch Details, set:
    • Yes to further show the Batch Details of the Items shown in the Report
    • No. Batch Details of Items are not shown
  • Godown Details : This is applicable only when Godown is activated for the Company. At Show Location Details, set:
    • Yes to further show the Godown Details of the Items shown in the Report
    • No. Godown Details of Items are not shown
  • Alternate Unit Quantity : This is applicable only when Alternate UoM is set for the Stock Items. At Show Using Alternate Units, set :
    • Yes to further show the Quantity in Alternate Units also (where applicable) of the Items shown in the Report
    • No. Alternate Quantity  of Items is not shown
  • Tail Unit Quantity : This is applicable only when  Compound Unit is set up for the Items. At Show Tail Unit of Compound Units, set :
    • Yes to further show the Quantity in Tail  Units of Compound Unit also (where applicable) of the Items shown in the Report
    • No. Alternate Quantity  of Items is not shown
  • Actual & Billed Quantity : This is relevant only when Different  Actual & Billed Quantity is activated for the Company.  At Show Actual & Billed Quantity Details, set :
    • Yes to further show the Quantity in Tail units of Compound Unit (where applicable) of the Items shown in the Report
    • No. Quantity in Tail units of Compound Unit  of Items is not shown

Sales and Purchase Orders Statement Display Buttons

 At Orders Details, you get the following Buttons at button bar :

Sales and Purchase Order Statement display Button bar in Tally

  • Voucher Type : Click F6:Purchase / F6:Purchase Toggle Button,
    • F6:Sales Toggle Button to get Sales Order Details
    • F6:Purchase Toggle Button to get Purchase Order Details
  • Order Status : Click F7:All Orders / F7:Due Only Toggle Button,
    • F7:All Orders Toggle Button to show All Order Details (Executed & Outstanding)
    • F7:Due Only Toggle Button to Show only Due  Order Details
  • Ageing Analysis Method : ClickF6:Agewise to select Ageing Method from the List (F-8B):
    • Ageing by Voucher Date : Select Ageing by Bill Date to set Ageing Slab to show Age Analysis of Due Orders as per Order  Date
    • Ageing by Due Date : Select Ageing by Due Date to set Ageing Slab to show Age Analysis of Due Orders as per Order Due Date
  • Order Pre Closure : Click C:Pre Closeto get Pre Closure screen to enter Order Pre Closure Details, as explained next.

Sales and Purchase Outstanding Order Ageing in Tally

Like Bills / Batch, you may set the Age Slab of Orders to get Ageing Analysis of Outstanding Orders

At Orders Statement screen, Click F6:Agewise Button to get Age Analysis Method selection screen.

Age Analysis Method in Tally

At Age Analysis Method selection screen. select the Method from the list to get Age Analysis Slab Set Up screen .

Sales Purchase Order Outstanding Age Analysis Slab in Tally

At Age Analysis Slab Set Up screen, set the Age Slabs to get Orders Age Analysis Report as per Ageing Slab set up

Sales Purchase Order Outstanding Ageing Report in Tally

View PDF