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