Batch wise Details in Tally Prime Notes

Batch Wise Inventory details in Tally Prime. Training Manual Notes for Tally Prime Computer course with example and sample practice Purchase invoice for a medical agency.

Batch wise maintain inventory or stock items in lots. Batches help in better management of stock items with limited shelf life or perishable goods.
Maintain perishable goods or stock items with limited shelf life
Use batches for rate-wise categorization of stock items:
Identify stock item details from batches:

Batch wise Details in Tally Prime for a Medical Agency

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

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

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)

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                        : Yes

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	100 Box
Expiry Date: 1-Nov-2024		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	Quantity	Rate  Per	Amount
Mfg Dt.Batch 003 : Apr-2021
Expiry Date : 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

Batch Wise details Entry in Tally Prime : PDF with Practice Bills