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.

Batch wise Details in Tally Prime

Create Ledgers : Gateway of Tally > Create > Ledger

Ledger NameUnder 
Shree Medical AgencySundry CreditorsMaintain Balances bill – by – bill (Yes)
PurchasePurchase AccountsInventory values are affected (Yes)
Health Medical StoreSundry DebtorsMaintain Balances bill – by – bill (Yes)
SalesSales AccountsInventory values are affected (Yes)

Create Stock Group : Gateway of Tally > create > Stock Groups

Stock GroupUnder
MedicinePrimary

Create Stock Categories : Gateway of Tally > Create > Stock Categories

Stock CategoriesUnder
PainkillerPrimary

Create Unit : Gateway of Tally > Create >Unit

Type: Simple

SymbolFormal Name
BoxBoxes

Create Stock Item : Gateway of Tally > Create > Stock

F12 > Configuration > Inventory details
Use Stock Category for Stock Items                        : Yes

Item NameUnderCategoriesUnits
CrocinMedicinePainkillerBox

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-2021100 Box
Expiry Date: 1-Nov-2024 45   Box4500

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 Box55   Box1100

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

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