Delivery Notes and Receipt Notes in Tally Prime

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:

Step 1: Open the Reports

Navigate to:

  • Gateway of Tally → Display → Inventory Books → Delivery Notes Register
  • Gateway of Tally → Display → Inventory Books → Receipt Notes Register

Step 2: Analyze Reports

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.




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