Tally notes Purchase Control and Sales Control part 5

 Purchase Control 

1. Purchase Order (Alt + F4) :-It is used to order about the goods to the suppliers. It’s details must be save by vouchers. It is used to know whom goods were order, when we receive, etc.

2. Receipt Note (Alt + F9) :-  When suppliers get purchase order. Suppliers will send the order item without bill (Challan) and It will be recorded in Receipt note voucher.

3. Rejection out (Alt + F6) :-  When goods were received by Receipt note and some of the goods were damaged. Those goods were return by Rejection out voucher.

4. Purchase Invoice (F9) :-  When goods send through receipt note were checked, suppliers will send invoice and It will be recorded in purchase invoice . 

Active purchase control 

• Press F11 and Select Inventory features 

• Make “yes” on Allow purchase order processing 

• Make “yes” on Allow invoicing 

• Make “yes” on enter Purchase Invoice Format 

• Make “yes” on use Tracking Numbers (Delivery/ Receipt Notes)

• Make “yes” on use Rejection Inward/ outward notes 

• Press “Ctrl + A” to save the setting 

1. Steps For Purchase Order 

• Inventory Vouchers 

• Press F2 to enter the order Date 

• Press Alt + F4 to bring purchase order voucher 

• Party Alc Name:- Type the Suppliers Name 

• Now you can see the box to feel the order details

• Order No:- Type the order no.

• Purchase Ledger:- Select the item which you want to Order 

• Due on:- Days to receiving goods 

• Godown:- Select the Godown to Palace the Goods.

• Type the Quantity, Rate, etc.

• Type the Narattion

To Display Purchase Order Report:

1. Display Purchse Order Report

⇛ The Report is used to see the all saved Purchased Order. 

• Display 

• Inventory Books 

• Purchse Order Books 

2. Display Purchse Order Summary 

⇛ The Report is used to see the details about all Order 

• Display 

• Statement of Inventory 

• Purchse Order Summary 

• Now it shows stock summary with only Quantity and Rate (Press Alt + F1 to see on Details)

• Now Select the item and Press Enter

• Now you can see Order Details Report. Press Alt + F1 to see on details 

  

2. Steps for Receipt Notes :-

• Inventory Vouchers 

• Press F2 to enter the Receipt Date 

• Press Alt + F9 for Receipt Note 

• Type the No.of Order on the Ref.box

• Party’s Alc Name :- Select the Name of Suppliers

• Now you can see the list of order then Select the order No 

• Purchse Alc:- Select the Purchse Alc

• Name of Item:- You can see the list of item which you have ordered 

• Select the item and Press Enter

• Now you can see the List of Tracking Box Select New number and type the Number

• Again you can see the list of Order, select the Order no and Press Enter

• Enter the Godown, Quantity, Rate accurate.

• Save it or Press “Ctrl + A” to save.

To Display the Report of Receipt Note

1. To Display Purchase Bills Pending 

⇛ This means Goods Recived But Bill Not Received.

• Display 

• Statement of Inventory 

• Purchse Bill Pending 

• Press Alt + F1 to see the report on details

3. Steps for Rejection Out 

• Inventory Vouchers 

• Press Alt + F6 For Rejection Out 

• Ledger Account :- Name of Party to whom goods are Returned

• Fill the required Option and save It.

4. Steps to create invoice of Receipt Note(Purchase Invoine ) 

• Accounting Vouchers 

• Press F9 

• Press F2 Enter the DAte 

• Fill the Required Option and Save it .

Sales Control  

1.  Sales Order (Alt + F5) :-It is used to record the order about the goods given by Customers. It’s details must be save by vouchers. 

2.  Delivery Note (Alt + F8) :-  When we get order. We will send the order item without bill (Challan) and It will be recorded in Delivery note voucher.

3. Rejection In (Ctrl + F6) :-  When goods were send by Delivery note and some of the goods were damaged. Those goods were return by Rejection In voucher.

4.  SAles Invoice (F8) :-  When goods send through Delivery note were checked by Customers, after It will be recorded it in Sales invoice and send to Customers.