Alex Ruben
How To Manage Purchase Order Submission to Vendors in Tally Prime
Getting a purchase order right in Tally Prime can feel a bit tricky at first. Sometimes, the app doesn’t want to activate the purchase order voucher type or it just doesn’t save your details correctly. The goal here is to get the system to accept your order without fussing, so your inventory stays accurate and your vendor relationships stay smooth. It’s not always straightforward, especially if you’re switching from other accounting tools or just new to Tally, but once it clicks, it’s a lifesaver.
How to Fix Common Purchase Order Issues in Tally Prime
Activate the Purchase Order Voucher Type
If the purchase order option isn’t available or inactive in your vouchers menu, that’s usually because it’s not activated by default. On some setups, Tally doesn’t show the purchase order type until you manually turn it on. It’s like the app needs a nudge. This fix applies if you see the purchase voucher but can’t find the purchase order sub-type, or it’s just greyed out.
- Go to Gateway of Tally.
- Navigate to Accounts Info > Voucher Types.
- Look for Purchase Order. If it’s inactive, select it.
- Click on Show Inactive if you see it grayed out. On some setups, you might need to double-click it to activate.
- Confirm activation when prompted, then go back to Vouchers (press Alt + A in voucher entry screen) and see if it’s available now.
This step helps because newer versions or customized setups sometimes hide the purchase order type unless you tell Tally to show it. Sometimes, it’s just a matter of toggling a switch.
Ensure Proper Ledger and Stock Item Setup
If details like purchase ledger or items give errors or don’t show up, double-check:
- Navigate to Gateway of Tally > Accounts Info > Ledger
- Verify that a ledger like “Purchases” exists and is active. If not, create a new ledger (press Alt + C) and name it accordingly, setting the account type to “Purchase Accounts”.
- Also verify that the stock items have proper names and prices set up under Inventory Info.
This helps prevent errors during data entry and ensures your purchase orders are linked correctly to accounts and inventory.
Toggle the Purchase Order Display Settings
Sometimes, the purchase order type isn’t shown because the display settings hide inactive or specific voucher types. Simply:
- Go to Gateway of Tally.
- Navigate to Features > Type of Vouchers.
- Check if Show Purchase Order or similar options are enabled.
This way, the purchase order options stay visible every time you go into vouchers—pretty handy once you’re used to it.
Refresh or Reboot if Things Still Act Up
Sometimes, Tally just refuses to cooperate and needs that restart to clear out glitches. If you’ve activated everything correctly but the order still won’t save or show, try:
- Closing Tally completely.
- Reopening it, ideally after a quick system restart.
- And then, re-entering your purchase order to see if it behaves now.
Not sure why it works, but sometimes, Tally just needs a reboot to settle down and load new settings properly.
Summary
- Activate the purchase order voucher type under Voucher Types.
- Check that your ledgers and items are properly set up.
- Adjust display settings in Features if needed.
- And don’t forget to restart if things are stubborn.
Wrap-up
Basically, most issues with placing purchase orders come down to the system not recognizing the voucher type or details not set up properly. Once those basics are sorted, you should be able to create and manage purchase orders smoothly. It’s a bit of a dance, but once you get it, it’s a huge time saver. Hopefully this shaves off a few hours for someone.