How to Manage Inventory Batch-Wise in Tally Prime ?

 Batch Wise Inventory in Tally Prime

Batch wise maintain inventory or stock items in lots. Batches help in better management of stock items with limited shelf life or perishable goods.

1. Maintain perishable goods or stock items with limited shelf life

2. Use batches for rate-wise categorization of stock items :

3. Identify stock item details from batches:

This allow to track your medicine with a specific code. It also allows you to see and mention your medicine Manufacture date & Expiry date.


Step 1 Create New Company

F3 : (Company) > Create Company

Show more features :Yes

Accounting :

Maintain Account :Yes

Enable bil wise entry : Yes

Inventory

Maintain Inventory : Yes Integrate Accounts with Inventory : Yes Enable Batches : Yes

Maintain Expiry date for batches : Yes Taxation :

Enable GST : No

For existing Company

Press   F11 (Features) > set the option Enable Batches, etc   to Yes.


Step 2 Create Ledgers

Gateway of Tally > Create> Ledger

Ledger Name

Under

 

Shree Medical Agency

Sundry Creditors

Maintain Balances bill – by – bill (Yes)

Purchase

Purchase Accounts

Inventory values are affected (Yes)

Health Medical Store

Sundry Debtors

Maintain Balances bill – by – bill (Yes)

Sales

Sales Accounts

 

Inventory values are affected (Yes)


Step 3 Create Stock Group

Gateway of Tally >create> Stock Groups

Stock Group

Under

Medicine

Primary


Create Stock Categories

Gateway of Tally >Create> Stock Categories

Stock Categories

Under

Painkiller

Primary


Create Unit :Gateway of Tally >Create>Unit Type: Simple

Symbol

Formal Name

Box

Boxes


Create Stock Item
Gateway of Tally >Create> Stock
F12 > Configuration > Inventory details
Use Stock Category for Stock Items

Item Name

Under

Categories

Units

Crocin

Medicine

Painkiller

Box


Maintain in batches Yes 
Track date of manufacturing Yes 
Use expiry dates Yes

Purchase Entry : 

Gateway of Tally > Voucher>Purchase F9 Purchase 1 Supplier Invoice No: 001
Party A/c Name: Shree Medical Agency
Purchase Ledger: Purchase
Name of Item Quantity Rate Per Amount
Crocin 100 Box 45 Box 4500
Item Allocations for: Crocin


Batch No

Batch 003

 

Quantity

 

Rate Per

 

Amount

Mfg Dt.

Apr-2021

Expiry Date

1-Nov-2024

100 Box

45 Box

4500


Bill-wise Details for: Shree Medical Agency Upto ₹ 4500 Cr
Type of Ref New Ref
Name 001
Amount 4500 Cr

Sales Entry

Gateway of Tally > Voucher > Sales F8 Sales 1 Reference No: 001
Party A/c Name: Health Medical Store
Sales Ledger: Sales

Name of Item

Quantity

Rate Per

Amount

Crocin

100 Box

45 Box

4500


Item Allocations for: Crocin

Batch No

Batch 003

 

Quantity

 

Rate Per

 

Amount

Mfg Dt.

Expiry Date

Apr-2021

1-Nov-2024

20 Box

55 Box

1100


Bill-wise Details for: Naqvi Medical Store Upto ₹ 1100 Dr
Type of Ref New Ref
Name 001
Amount 1100 Dr

Display More Report>Inventory Books > Batch> Crocin >List of Batches

Purchase Invoice Bills Batch Wise Details

Bill

No

 

Party Names

 

Item Names

 

Categories

 

Mfg Date

 

Exp Date

 

Quantity

 

Rate

 

1

 

SuryaMedical Store

Peracetamol

Fever

01-04-21

01-09-23

12 Box

55 Rs

Citrem Plus

Fever

01-04-21

01-04-22

50 Box

60 Rs

Crocin

Painkiller

01-04-21

01-11-24

20 Box

30 Rs

Fabi Flu

Fever

01-04-21

01-08-24

15 Box

40 Rs

 

 

 

 

 

 

 

 

 

2

 

Sona Medical Store

Panadol

Painkiller

01-04-21

01-04-24

30 Box

39 Rs

Gofen 400

Fever

01-04-21

01-04-24

50 Box

45 Rs

Aspirine 100

Painkiller

01-04-21

01-04-22

60 Box

65 Rs

Benadryl

Cough

01-04-21

01-04-22

15 Syp

78 Rs

 

3

 

Sun Medical Store

Cofsils

Cough

01-04-21

01-10-25

20 Syp

112 Rs

Corex

Cough

01-04-21

01-04-22

50 Syp

98 Rs

Crocin

Painkiller

01-04-21

01-04-22

20 Box

30 Rs

Fabi Flu

Fever

01-04-21

01-04-22

15 Box

40 Rs

 

 

 

 

 

 

 

 

 

4

 

Ali Medical Store

Panadol

Painkiller

01-04-21

01-04-24

60 Box

39 Rs

Gofen 400

Fever

01-04-21

01-04-24

15 Box

45 Rs

Aspirine 100

Painkiller

01-04-21

01-04-22

50 Box

65 Rs

Benadryl

Cough

01-04-21

01-04-22

10 Syp

78 Rs

 

 

 

 

 

 

 

 

 

5

Shree Medical Agency

Peracetamol

Fever

01-04-21

01-10-25

20 Box

55 Rs

Citrem Plus

Fever

01-04-21

01-04-22

45 Box

60 Rs

Crocin

Painkiller

01-04-21

01-04-22

10 Box

30 Rs

Fabi Flu

Fever

01-04-21

01-04-22

20 Box

40 Rs

 

 

 

 

 

 

 

 

 

 

6

 

 

Jeff Medical Agency

Cofsils

Cough

01-04-21

01-03-24

80 Syp

112 Rs

Corex

Cough

01-04-21

01-06-25

90 Syp

98 Rs

Crocin

Painkiller

01-04-21

01-05-23

50 Box

30 Rs

Fabi Flu

Fever

01-04-21

01-01-22

90 Box

40 Rs

Citrem Plus

Fever

01-04-21

01-11-23

50 Box

60 Rs

Peracetamol

Fever

01-04-21

01-06-22

50 Box

55 Rs

 

 

 

 

 

 

 

 

 

7

 

Abbas Medical Store

Citrem Plus

Fever

01-04-21

01-10-25

50 Box

60 Rs

Onabet

Itch Cream

01-04-21

01-04-22

100 Crm

15 Rs

Fabi Flu

Fever

01-04-21

01-04-22

10 Box

40 Rs

Neosporin

Itch Cream

01-04-21

01-04-22

15 Crm

45 Rs

 

 

 

 

 

 

 

 

 

 

8

 

 

Surya Medical Agency

Healthkart

Multivitamin

01-04-21

01-05-24

1000 Cps

2.5 Rs

Mactotal

Multivitamin

01-04-21

01-04-24

1500 Cps

2 Rs

Crocin

Painkiller

01-04-21

01-11-22

20 Box

30 Rs

Revital

Multivitamin

01-04-21

01-02-22

100 Cps

10 Rs

Neosporin

Itch Cream

01-04-21

01-12-22

15 Crm

45 Rs

 

 

 

 

 

 

 

 

 

 

9

 

 

Zama Medical Agency

Cofsils

Cough

01-04-21

01-03-24

80 Syp

112 Rs

Corex

Cough

01-04-21

01-06-25

90 Syp

98 Rs

Crocin

Painkiller

01-04-21

01-05-23

50 Box

30 Rs

Fabi Flu

Fever

01-04-21

01-01-22

90 Box

40 Rs

Revital

Multivitamin

01-04-21

01-11-23

80 Cps

10 Rs

Citrem Plus

Fever

01-04-21

01-06-22

45 Box

60 Rs

 

 

 

 

 

 

 

 

 

10

 

Lucky Medical Store

Zincovit

Multivitamin

01-04-21

01-09-23

150 Tab

3.5 Rs

Ketorol Gel

Pain Cream

01-04-21

01-10-22

35 Crm

46.70 Rs

Gofen 400

Fever

01-04-21

01-09-24

20 Box

45 Rs

Aspirine 100

Painkiller

01-04-21

01-04-24

55Box

65 Rs


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