You see all sales orders not yet invoiced in Tally by opening Pending Orders, one list of those Sales Orders still waiting for an invoice, rather than hunting voucher by voucher on the desktop. Pending orders is a paid add-on, available on request. A pending orders report distributor owners actually use on this book is that list, tied to Today's load and Dispatch: the salesman opens pending orders from a 3-day window including today, and the godown totals the same pile across beats. On a Guwahati wholesaler with five salesmen and about 120 dealers, Gupta Stores' 14 cartons sit here until the office invoices them. There is no separate Tally pending-orders voucher. The Sales Order is the Tally object. Pending is the list of those not yet invoiced, including lines that arrived from the field or from a dealer link.
Key Highlights
- Pending Orders is every Sales Order not yet invoiced, in one list. The Tally object stays the Sales Order. There is no extra pending-orders voucher type
- The salesman opens Today's load: pending orders from a 3-day window including today. Older pending sits behind a chip
- Dispatch totals pending orders across beats into one item list, then a Load sheet per beat with the per-dealer breakdown
In This Article
- How do I see all sales orders not yet invoiced in Tally?
- What a pending orders report distributor teams actually open
- The 3-day window on Today's load
- Dispatch, the Load sheet, and the older pending chip
- From Sales Order to invoice, on the office's clock
- Where the lines come from
- Frequently Asked Questions
How do I see all sales orders not yet invoiced in Tally?
You open Pending Orders. Every Sales Order that has not yet been invoiced sits in that one list. Gupta Stores' 14 cartons from Tuesday morning are there until the office writes the invoice. Fancy Bazaar's oil from Monday is there. Beltola's leftover from Sunday is there if it still has no bill.
The Tally desktop already holds those vouchers in the Sales Order register. The pending orders report a distributor wants is the same set, filtered to Sales Orders not yet invoiced. Tally keeps the Sales Order. The list keeps score of which ones still need a bill.
Beat-wise sales management already assumed this pile. Today's load and Dispatch read from it. This article is the pile itself: every open Sales Order, then the 3-day slice the van actually loads.
The Salesman app for Tally is where many of those orders were booked. Sales order on mobile is that booking, written back as an ordinary Sales Order. Pending is what you open after, when you need the ones that have not become invoices yet.
What a pending orders report distributor teams actually open
A pending orders report distributor teams open on this book is one list of Sales Orders not yet invoiced. Party, items, quantities, the beat the party sits on. Gupta Stores, Station Road, 14 cartons of atta. Manoj's GS Road shop with eight crates of oil. The owner scrolls five roads without asking five salesmen for a photo of a pad.
Tuesday, 9:05. The owner is still in the godown doorway. He opens the list before Dispatch starts calling totals. About 120 dealers, five salesmen, Station Road, GS Road, Fancy Bazaar, NH-37, Beltola. He can see which shops are waiting on a bill and which are quiet. Quiet shops stay on their beats. They do not clutter this list.
Raju does not need the full company list. He needs Station Road's pending for the window he will walk. That is Today's load, a slice of the same pile. The owner can see across beats. The field sees the beat they were assigned.
Create beats and assign a salesman is what put Raju on Station Road so his slice has an owner. The pending list does not assign anyone. It reports the open Sales Orders. Assignment is the beat. The report is the leftover bill work.
A salesman-wise sales report still reads what was booked. Pending reads what was booked and not yet billed.
The 3-day window on Today's load
At 9:15 Raju opens Today's load for Station Road. Pending orders from a 3-day window including today. On Tuesday that window is Sunday, Monday, and Tuesday. Gupta Stores' 14 cartons from this morning sit in it. Saturday's leftover carton, if it is still uninvoiced, sits behind an older pending chip on the same screen. Raju opens that chip there. The godown does not.
Shops on Station Road with nothing pending stay on the beat and do not appear on Today's load. Raju can still visit them. The load is the pending pile for the window, not the full dealer list. What a beat is in distribution sales is the named list. Today's load is the open orders on that list that still fall inside three days.
The pending orders report the owner opened at 9:05 can be longer than Raju's screen. It holds every not-yet-invoiced Sales Order, including the older ones. Today's load is the working slice for the van. The product totals pending orders in a 3-day window including today. It does not hold a separate tomorrow list.
Five beats get five Today's load screens. Fancy Bazaar's oil does not print on Raju's phone. It prints on whoever walks Fancy Bazaar. The owner's full pending list still has both.
Dispatch, the Load sheet, and the older pending chip
In the godown the dispatcher opens Dispatch, the screen for what goes out today. Pending orders across all five beats total into one item list: so many bags of atta, so many crates of oil, so many cartons of biscuits. Then he opens the dispatch load sheet for Station Road, Gupta Stores on top with its 14, then the next shop on that beat. Fancy Bazaar has its own sheet. The van loads from the totals. The delivery boys work from the per-dealer breakdown.
Dispatch totals the 3-day window. The older pending chip lives on Today's load, which the salesman opens. Saturday's carton is still a Sales Order on the pending list. It is outside the window Raju sees first, so it sits behind the chip until he opens it, or until the office invoices it.
The Load sheet is how the Tempo is packed. The pending orders report is how the owner knows the open Sales Orders exist at all, including the ones that will not fit on this morning's van. Those two views share a pile. Tally still has Sales Orders. The godown still has a sheet.
Mark orders delivered without touching Tally is the afternoon of this same sheet. The boy ticks Mark delivered at Gupta Stores. That tick does not invoice. The Sales Order stays open. Pending still holds it until the office writes the bill.
From Sales Order to invoice, on the office's clock
Wednesday, 10:00. The accountant opens Gupta Stores in Tally the way she always has. The Sales Order from Tuesday is there. She converts it to an invoice, items, GST, the number series this company already uses. That is when the line leaves pending. The list shortens because the bill now exists, not because the van ticked a shutter.
Pending orders does not write that invoice. It waits for the office. Some companies invoice the same afternoon. This one often waits for shortage calls. Gupta Stores can be delivered on Tuesday and still pending on Wednesday morning.
Closing pending means invoicing the Sales Order. The field order collection app wrote the order at the counter, or the dealer wrote it on a customer self-order link. Either way the books hold a Sales Order until someone bills it.
Where the lines come from
A line arrives on pending when a Sales Order exists and no invoice has followed it yet. Salesman order taking without re-entry is Raju booking Gupta Stores after check-out. The voucher lands in Tally. The self-order link converts with one tap, and that tap is also a Sales Order. Both doors feed the same list.
Order creation is not gated on Team Sales. Raju can raise the order on the phone with signal. The dealer can send from the link. Pending cares that the bill is still missing.
Creating an order needs a working data connection. Once the Sales Order is in Tally, it can sit on pending through a dead-signal afternoon. The list is the office's, and the godown's, and Raju's 3-day slice.
Station Road remains a named dealer list. Pending is the open orders on those dealers, and on GS Road, Fancy Bazaar, NH-37 and Beltola, until the invoice exists. The owner WhatsApps the godown: "Station Road ka pending nikal, Gupta pehle." The godown already has Gupta Stores on the Load sheet if the line is inside the window.
Frequently Asked Questions
Q: How do I see all sales orders not yet invoiced in Tally?
A: Open Pending Orders. It is one list of Sales Orders that still have no invoice. Gupta Stores' 14 cartons stay there until the office bills them. Tally keeps the Sales Order. There is no separate pending-orders voucher type.
Q: What does a pending orders report distributor see in that list?
A: Every not-yet-invoiced Sales Order, across the beats on the book. Party, items, quantities. Station Road's Gupta Stores next to Fancy Bazaar's oil. Today's load is the 3-day slice of the same pile for one salesman.
Q: How does Today's load relate to pending orders?
A: The salesman opens Today's load for his beat: pending orders from a 3-day window including today. Older pending orders sit behind a chip on that screen. Dispatch totals the window across beats, then a Load sheet per beat with the per-dealer breakdown.
Q: Does ticking delivered clear a pending order?
A: No. Mark delivered is a tick on the Load sheet. Tally is not told. The Sales Order stays open, so it stays pending until the office invoices it.
Q: Does pending orders invent a new voucher in Tally?
A: No. The Tally object is the Sales Order. Pending is the list of those not yet invoiced. Invoicing the Sales Order is what takes a line off the list.
Q: Can a dealer-link order show on pending?
A: Yes, once it has been converted to a Sales Order. Until conversion it sits in the inbox. After conversion it is an ordinary Sales Order, so it appears with the rest until invoiced.
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