How to make Purchase order in Tally Prime | Tally me purchase order kaise banaye | #purchaseorder

Summary

This tutorial explains how to create a Purchase Order in Tally Prime, starting from activating the purchase order voucher to managing and exporting it. It covers the process of selecting the vendor, entering order details like payment terms, delivery specifics, and taxes. It also discusses how to add the purchase account, enter item names, and apply applicable taxes. The video also highlights the process of viewing, printing, and exporting the purchase order to send to the supplier, ensuring a smooth order management process within Tally Prime.

Takeaways

• 😀 Navigate to Tally Gateway and use F10 to access the voucher section for Purchase Orders.
• 😀 You need to activate the Purchase Order voucher first by selecting 'Show Inactive' and pressing Enter.
• 😀 After activation, you will be able to create and manage purchase orders in Tally Prime.
• 😀 To add a party to the purchase order, press Space, and choose from a list of credit parties.
• 😀 Enter detailed information like terms of payment, delivery method, agent details, and vehicle number.
• 😀 The order number will be auto-generated for the first order or incremented for subsequent orders.
• 😀 Enter item names, quantity, and rate for the products you want to order from the selected party.
• 😀 Apply GST or other taxes to the items, based on the applicable tax rates (e.g., 5% GST).
• 😀 After entering all details, press Enter to finalize and save the Purchase Order.
• 😀 You can view, print, or export the Purchase Order from the 'Display Accounting Books' section.
• 😀 The tutorial emphasizes the similarity between Purchase Orders and Sales Orders in Tally, and how they help in managing goods purchases.

Q & A

What is the purpose of creating a purchase order in Tally Prime?

The purchase order in Tally Prime is used to request goods from a supplier. It specifies the quantity, price, and other details related to the products being ordered.

How can you activate the purchase order voucher in Tally Prime?

To activate the purchase order voucher, go to the Gateway of Tally, press 'F10', and click on 'Show in Active'. After selecting it, press 'Enter' to activate the voucher.

What information is required when filling out a purchase order in Tally Prime?

When filling out a purchase order, you need to enter the party name, terms of payment, delivery date, agent name, vehicle number, and the details of the items being ordered.

How do you select a party from the list in Tally Prime when creating a purchase order?

To select a party, press the 'Space' bar after entering the party field. This will display a list of available parties from which you can choose the appropriate one.

What happens after you press 'Enter' when creating a purchase order?

After pressing 'Enter', you will be asked to confirm the activation of the purchase order. Upon confirming, the purchase order page will open for further input.

What is the role of GST or tax in a purchase order in Tally Prime?

GST or tax can be applied to the items in the purchase order. The user should select the appropriate tax rate for each item, such as GST or CST, based on the applicable tax for the items being ordered.

How can you verify the details of a purchase order in Tally Prime after creation?

To verify the details, go to the Gateway of Tally, press 'Display', then 'Accounting Books', and select the appropriate party's ledger. From there, you can check the purchase order details.

How can you print or export a purchase order in Tally Prime?

To print or export a purchase order, go to the party ledger, open the purchase order, and select the print or export options to either print it or send it via email or WhatsApp.

What is the difference between a purchase order and a sales order in Tally Prime?

A purchase order is used for acquiring goods from a supplier, whereas a sales order is used when selling goods to customers. Both involve tracking quantities and prices but from different perspectives.

What should you do if you encounter any difficulties while using Tally Prime for creating purchase orders?

If you face any difficulties, you can leave a comment or question in the comment box on the video platform. The creator will address the issue in a future video, helping to resolve your problem.