Tally Prime

Maintain Batches (Manufacturing/Expiry) in TallyPrime

Maintain Batches (Manufacturing/Expiry) in TallyPrime: Batch-wise inventory management In Tally Prime, is a feature that where businesses can maintain elaborated tracking of stock items. This feature is useful especially for the pharmaceutical and food and beverage industries and all types of industries connected with manufacturing where the stock has to be tracked by expiry date, date of manufacture, and batch number.

Here we have given the all steps to use batch-wise feature in Tally Prime which as follows:

Enable Batch-Wise Detail

To use Batch-Wise feature, we have to first enable batch-wise details in Tally Prime. To enable batch-wise details follow these steps:

  1. First go to Gateway of Tally
  2. Then Press F11 (Features) and then Inventory Features.
  3. Now Set ‘Enable Batch-wise Details’ to Yes.
  4. Save the changes.
Maintain Batches (Manufacturing/Expiry) in TallyPrime
Enable Batch-Wise Detail

Create Stock Items with Batch Details

To record Stock items with batch-wise details, follow these steps:

  1.  First enter stock items with the necessary details.
  2. Now set ‘Track Date of Manufacture’ and ‘Use Expiry Dates’ to Yes if needed.
  3. Save the stock item.

Recording Transactions with Batch Details

After enabling Batch-wise details and Enter I g stock items we can record transactions ith batch wise details. We can further divide the transactions into two parts:

  1. Purchase Transactions
  2. Sales Transactions

We will learn to record these transactions one by one:-

To record Purchases transactions with Batch-Wise details, follow these steps:

  1. Go to Gateway of Tally→Vouchers→ Purchase (F9).
  2. Select the stock item and enter the batch number.
  3. Enter required details such as: quantity, rate, amount, expiry date, and manufacturing date.
  4. Now save the transaction.

To record Sales transactions with Batch-Wise details, follow these steps:

  1. Go to Gateway of Tally→Vouchers→ Sales (F8).
  2. Select the stock item and enter the batch number.
  3. Enter required details such as: quantity, rate, amount, expiry date, and manufacturing date.
  4. Now save the transaction.

Viewing Batch-Wise Report

Here are the steps given below to view Batch-Wise Details Report:-

  1. Go to Gateway of Tally→Display More Reports→Inventory Books→Batch Summary.
  2. Select the stock items that you want to view its batch-wise details.

Advantage of Batch-Wise Details in TallyPrime

  • Complete Tracking: Tally Prime Batch-Wise feature manages inventory items with unique batch numbers, expiry dates, and manufacturing dates.
  • Expiry Management: This feature easily helps in tracking and managing items closing their expiry dates to prevent losses.
  • Stock Estimation: This feature helps in accurate stock valuation by considering the batch details.
  • Batch-Wise Reporting: This feature generate detailed reports to monitor and analyze inventory based on batches.
  • Improved Inventory Control: Batch-Wise feature monitors and controls inventory ensuring that each batch is tracked from purchase to sale.

Conclusion

In this blog, we have given the full information about Batch-Wise Detail in Tally Prime and how to use Batch-Wise in stock items for the various transactions. I hope you have find this blog useful. If you want to get more such information, then please visit our blog.

About the author

Pooja Rastogi

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