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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 categorisation 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.
Create New Company
F3 : (Company) > Create Company
Show more fetures :Yes
Accounting :
Maintain Account :Yes

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Enable bil wise entry : Yes
Inventory

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Maintain Inventory : Yes
Integrate Accounts with Inventory : Yes dy
Enable Batches : Yes
Maintain Expiry date for batches : Yes
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Taxation :
Enable GST : No
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For existing Company


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Press F11 (Features) > set the option Enable Batches, etc to Yes.
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Create Ledgers
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Gateway of Tally > Create> Ledger


Ledger Name Under
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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)

Super Success Institute Page 24


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

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Type: Simple

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Symbol Formal Name

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Box Boxes dy
Create Stock Item
Gateway of Tally >Create> Stock
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F12 > Configuration > Inventory details
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Use Stock Category for Stock Items : Yes


Item Name Under Categories Units
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Crocin Medicine Painkiller Box


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Maintain in batches Yes


Track date of manufacturing Yes
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Use expiry dates Yes


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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
Quantity Rate Per Amount
Mfg Dt. Expiry Date
Batch 003 100 Box 45 Box 4500
Apr-2021 1-Nov-2024

Super Success Institute Page 25


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

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Item Allocations for: Crocin

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Batch No
Mfg Dt. Expiry Date Quantity Rate Per Amount
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Batch 003 20 Box 55 Box 1100
Apr-2021 1-Nov-2024
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Bill-wise Details for: Naqvi Medical Store


Upto ₹ 1100 Dr
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Type of Ref New Ref


Name 001
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Amount 1100 Dr
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Display More Report>Inventory Books > Batch> Crocin >List of Batches


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Purchase Invoice Bills Batch Wise Details


Bill
No Party Names Item Names Categories Mfg Date Exp Date Quantity Rate
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
1 SuryaMedical Store
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

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
2 Sona Medical Store
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

Super Success Institute Page 26


Cofsils Cough 01-04-21 01-10-25 20 Syp 112 Rs
Corex Cough 01-04-21 01-04-22 50 Syp 98 Rs
3 Sun Medical Store
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

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
4 Ali Medical Store
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

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
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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

Cofsils Cough 01-04-21 01-03-24 80 Syp 112 Rs

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Corex Cough 01-04-21 01-06-25 90 Syp 98 Rs
Crocin Painkiller 01-04-21 01-05-23 50 Box 30 Rs

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6 Jeff Medical Agency
Fabi Flu Fever 01-04-21 01-01-22 90 Box 40 Rs
Citrem Plus Fever
dy 01-04-21 01-11-23 50 Box 60 Rs
Peracetamol Fever 01-04-21 01-06-22 50 Box 55 Rs
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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
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7 Abbas Medical Store


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
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Healthkart Multivitamin 01-04-21 01-05-24 1000 Cps 2.5 Rs


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Mactotal Multivitamin 01-04-21 01-04-24 1500 Cps 2 Rs


8 Surya Medical Agency Crocin Painkiller 01-04-21 01-11-22 20 Box 30 Rs
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Revital Multivitamin 01-04-21 01-02-22 100 Cps 10 Rs


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Neosporin Itch Cream 01-04-21 01-12-22 15 Crm 45 Rs

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
9 Zama Medical Agency
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

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
10 Lucky Medical Store
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

Super Success Institute Page 27

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