Creating a purchase order in Tally, whether using TallyPrime or older versions like Tally ERP 9, is a straightforward process.
This guide will walk you through the necessary steps to efficiently create, modify, and link purchase orders within the software, ensuring smooth transaction management.
Step-by-Step Process for Creating a Purchase Order
To start, enable purchase order processing by navigating through Tally’s features.
Press F11 and select Inventory Features (F2). Set Enable Purchase Order Processing to Yes and save the changes by pressing Ctrl + A.
Next, ensure that the purchase order voucher type is correctly configured. Access the Gateway of Tally, choose Alter, and select Voucher Types.
Confirm that the Purchase Order is active and set up correctly.
To create an actual purchase order, go to the Gateway of Tally, select Order Vouchers, and press F4 for Purchase Order.
Choose the supplier, fill in the order number, date, and in the inventory allocation, select the item name and enter the required quantity, rate, and amount. You can add multiple items if necessary.
Press Ctrl + A to save the order.
Viewing and Linking Purchase Orders
To view or alter your purchase orders, navigate to Display → Inventory Books → Purchase Order Book or go through the Gateway of Tally and select Display More Reports → Order Vouchers → Purchase Orders Outstanding.
When goods are received and the invoice generated, you can link the purchase order to the purchase entry.
Access Accounting Vouchers and press F9 for Purchase, selecting the supplier.
Tally will prompt you to choose a purchase order to link, allowing auto-fill of item details for completion.
Remember to always create stock items and ledger accounts beforehand.
Set GST details in the ledger and item master if applicable, and utilize Alt + C to create new ledgers or items on the fly.
