Delivery Notes and Receipt Notes in Tally Prime help businesses manage goods sent to or received from customers and suppliers. This step-by-step guide explains how to create and manage these notes with real-world examples.
1. What are Delivery Notes and Receipt Notes?
Delivery Notes: These record goods delivered to customers but not yet invoiced. It helps in tracking pending sales.
Receipt Notes: These record goods received from suppliers but not yet invoiced. It helps in tracking pending purchases.
2. How to Enable Delivery Notes and Receipt Notes in Tally Prime
Before creating these notes, ensure that the feature is enabled in Tally Prime.
Step 1: Open Features Configuration
Navigate to:
Gateway of Tally → F11 (Features) → Inventory Features
Step 2: Enable the Required Options
Set the following options to "Yes" and press Ctrl + A to save:
Use Delivery Notes
Use Receipt Notes
3. How to Create a Delivery Note
Delivery Notes are created when goods are sent to a customer. Follow these steps:
Step 1: Open the Delivery Note Voucher
Navigate to:
Gateway of Tally → Vouchers → Alt + F8 (Delivery Note)
Step 2: Enter the Delivery Note Details
Fill in the following details:
Party’s Name: Select the customer’s name.
Stock Item: Select the item being delivered.
Quantity: Enter the quantity of the stock item.
Rate: Enter the rate per unit, if applicable.
Press Enter to save the Delivery Note.
Real Example:
A business delivers 10 units of "Laptop" to a customer named "ABC Traders" at a rate of $500 per unit. The Delivery Note will include:
Party’s Name: ABC Traders
Stock Item: Laptop
Quantity: 10
Rate: $500
4. How to Create a Receipt Note
Receipt Notes are created when goods are received from a supplier. Follow these steps:
Step 1: Open the Receipt Note Voucher
Navigate to:
Gateway of Tally → Vouchers → Alt + F9 (Receipt Note)
Step 2: Enter the Receipt Note Details
Fill in the following details:
Party’s Name: Select the supplier’s name.
Stock Item: Select the item being received.
Quantity: Enter the quantity of the stock item.
Rate: Enter the rate per unit, if applicable.
Press Enter to save the Receipt Note.
Real Example:
A business receives 20 units of "Monitor" from a supplier named "XYZ Supplies" at a rate of $200 per unit. The Receipt Note will include:
Party’s Name: XYZ Supplies
Stock Item: Monitor
Quantity: 20
Rate: $200
5. How to Link Delivery Notes and Receipt Notes to Invoices
Delivery Notes and Receipt Notes can be linked to invoices when goods are invoiced. Follow these steps:
Step 1: Open the Sales or Purchase Invoice
Navigate to:
Gateway of Tally → Vouchers → F8 (Sales) or F9 (Purchase)
Step 2: Link the Note
Select the option to link the Delivery Note or Receipt Note to the invoice. This ensures that the inventory and financial records are updated correctly.
6. Viewing Reports for Delivery Notes and Receipt Notes
You can view reports to track pending or completed Delivery Notes and Receipt Notes:
Use these reports to track pending or completed notes, ensuring smooth inventory management.
7. Summary
To summarize:
Enable Delivery Notes and Receipt Notes in Tally Prime.
Use Delivery Notes to record goods sent to customers.
Use Receipt Notes to record goods received from suppliers.
Link these notes to invoices to complete the transaction cycle.
Use reports to track pending or completed notes.
8. Conclusion
Delivery Notes and Receipt Notes in Tally Prime are essential tools for managing the movement of goods. By following these steps, businesses can maintain accurate records and ensure seamless inventory management.