Manage Inventory Batch-wise in Tally Prime

Batch-wise details are used to identify the movement of the inventory in batches or lots. Although this is a requirement primarily of the pharmaceutical industry, the same can be used by other industries who maintain or manufacture perishable goods. Many organizations also purchase in lots in order to monitor the lots purchased individually. Hence, Tally. ERP 9 has used the term Batch / Lot.

Batches/Lots are also often used to monitor the date of manufacture, date of receipt or the expiry date.

How to Activate Batch-Wise Details in tally prime?

Gateway of tally —–> F11 (Features) —–> Inventory

  • Enable Batches ——> Yes
  • Maintain Expiry Date for Batches —–> Yes

Now Create a Stock Item,

Gateway of tally —–> Create —–> Stock items

  • Name: – Paracetamol
  • Under: – Fever
  • Categories: – Medicine
  • Unit: – Nos
  • Maintain in Batches: – Yes
  • Track Date of Manufacturing: – Yes
  • Use Expiry Dates: – Yes
DateTransaction
1/04/2023Purchase the following items from the Sun pharma pvt Ltd.
ItemsQuantityRate
Paracetamol100/nos13.00

Gateways of Tally—> Vouchers—-> Purchase Voucher (F9)

Purchase Voucher (F9): –

Party’s A/c Name: – Sun pharma pvt Ltd

Purchase Ledger: – Purchase A/c

Name of ItemQuantityRateAmount
Paracetamol10013.001300.00
  • Godown: – Main location
  • List of Active Batches: – MPL001
  • Mfg. Date: – 1-4-2023
  • Expiry Date: – 1-6-2023

Finally Accept Screen to save voucher.

Sales Voucher (F8): –

Note: – Notice that your sales voucher date will be always before expiry date of purchase voucher, if not done then you will not get previous batch no. for sales voucher.

Party’s A/c Name: – Cipla pvt Ltd

Sales Ledger: – Sales A/c

Name of ItemQuantityRateAmount
Paracetamol1013280132800
  • Godown: – Main location
  • List of Active Batches: – MPL001

Batch-wise Details Assignments: – 

Purchase Voucher Assignments: –

  • On 1-7-2023, Company Purchased 250 nos of Saridon From GetWell Pharmacy @5.60 each with Batch number ST/201 having manufacturing date as 1-7-2023 and expiry date as 1-10-2023.
  • On 1-8-2023, Company Purchased 150 nos of Paracetamol from Abbott Laboratories @7.80 each with Batch number Abt/001 having manufacturing date as 1-8-2023 and expiry date as 1-10-2023.
  • On 1-10-2023, Company Purchased 550 nos of Aspirin @12.60 each & 455 nos of Ibuprofen @13.20 each From Ranbaxy Laboratories with Batch number RBX/501 having manufacturing date as 1-10-2023 and expiry date as 1-12-2023.

Sales Voucher Assignments: –

  • On 1-8-2023, Company Sold 150 nos of Saridon to Wallace Pharmaceuticals @8.70 each with Batch number ST/201 having manufacturing date as 1-7-2023 and expiry date as 1-10-2023.
  • On 1-09-2023, Company Sold 100 nos of Paracetamol to Sun Pharma @8.80 each with Batch number Abt/001 having manufacturing date as 1-8-2023 and expiry date as 1-10-2023.
  • On 1-11-2023, Company Sold 350 nos of Aspirin @13.60 each & 255 nos of Ibuprofen @15.80 each to Samrudh Pharmaceuticals Pvt. Ltd. with Batch number RBX/501 having manufacturing date as 1-11-2023 and expiry date as 1-12-2023.