Alex Ruben
How To Manage Sales Orders Effectively in Tally Prime
Dealing with sales orders in Tally Prime isn’t exactly straightforward at first, especially if you didn’t know you had to turn them on. Sometimes the feature is hidden or disabled by default, so you end up scratching your head trying to figure out why you can’t create or see sales orders. This guide is about making that process smoother — getting sales orders enabled, created, and checked with less fuss. Because, let’s face it, nothing’s more annoying than missing a sale or messing up inventory because a key feature wasn’t activated.
How to Fix Sales Order Activation and Usage in Tally Prime
Accessing and Activating the Sales Order Feature
First off, if you can’t see or select the sales order option in your voucher list, it’s probably disabled in your settings. Usually, Tally’s default setup doesn’t activate sales orders unless you do it manually, which is kind of weird but also typical Tally. So, the goal here is to find and enable that option.
- Open Tally Prime and go to the Vouchers menu. You can usually do this from the main screen or via Gateway of Tally.
- In the list of voucher types, look for Sales. Click or hover over it, then check for the Sales Order option. If it’s missing or disabled, that’s probably because it’s inactive or hidden.
- Scroll to the bottom of your voucher list. There should be a section called Other Vouchers. Click there.
- Find the Show Inactive toggle (sometimes it’s a checkbox or button), and turn it on. This makes all inactive voucher types visible.
- Now, look for Sales Order. If it appears greyed out or inactive, select it and press Enter.
- When prompted with an activation message, click Yes. Now the sales order option should be active and visible in the voucher list.
Apparently, Windows or Tally sometimes forgets to activate features until you manually turn them on, which can feel like extra work—but at least it’s fixable. Always double-check permissions if you’re multiple users or have restrictive security settings.
Creating a New Sales Order
With sales orders now unlocked, it’s time to create one. It’s a fairly straightforward process once you’re used to it, but the trick is to get all details right—rates, quantities, dates—because messing that up can cause inventory chaos later on.
- Go to Vouchers and select Sales Order. Shortcut: Ctrl + F8. If it isn’t visible, check if you’ve enabled it properly.
- Enter the customer’s name (like Mr. Albert), then hit Enter to jump to the next field.
- Type the order number, e.g., “25,” and select your sales ledger account (like “Sales – Domestic”).
- Start entering items. For example, a windscreen for Cora:
- Due delivery date: Set it for 31st January.
- Quantity: 12
- Rate: 560
- Total: 6720 (auto-calculated, mostly)
- Same delivery date if applicable.
- Quantity: 10
- Rate: 210
- Total: 2100
Review and Save the Sales Order
Before sealing the deal, review all details. Make sure you’ve listed everything correctly, especially quantities and rates. It’s easy to overlook this, and correcting after the fact can be a pain.
- Use the Total and item list to verify everything’s correct.
- If you want, add some narration (like “Urgent order, delivery ASAP”) for future reference or data review.
- Hit Ctrl + A to save—because, apparently, that’s how Tally records it.
And that’s pretty much it. Your sales order is now logged and ready for further processing like invoicing.
Extra Tips & Common Troubleshooting
Because of course, Tally has its quirks. If sales orders aren’t showing up or won’t activate, here’s what else to check:
- Make sure your user permissions allow you to create or activate sales orders—this isn’t always enabled by default for all user roles.
- Sometimes closing and reopening Tally (or restarting your computer) triggers the settings to take effect. Not always, but it’s worth a shot.
- If the feature is still stubborn, see if you need to update Tally Prime or check the license — sometimes the version is behind or missing features.
- Familiarize yourself with keyboard shortcuts like Ctrl + F8 for speed—because why not?
Wrap-up
Getting sales orders enabled and used in Tally Prime isn’t rocket science but does require some navigation through menus and settings. Once activated, creating and reviewing sales orders becomes as smooth as it should be. It’s kind of weird that these features are hidden by default, but that’s Tally for you—confusing at first, easy once you get used to it. Just a matter of flipping the right switches and knowing where everything lives, really. Fingers crossed this helps someone avoid the same headaches.
Summary
- Confirmed Tally Prime’s sales order feature is correctly enabled.
- Learned how to activate hidden or disabled features through Other Vouchers.
- Practiced creating, reviewing, and saving a sales order.
- Discovered some common pitfalls like permission issues and menu confusion.
Final Wrap-up
Getting sales orders in Tally Prime working properly is key for smoother order management and less last-minute chaos. Knowing where to look and what toggles to switch makes life a lot easier. If you’re still stuck, just remember that sometimes a reboot or a quick update can clear up weird glitches. Hope this shaves some hours off the usual troubleshooting marathon — worked for me a few times, so maybe it’ll do the same for you.