Add to Favourites

Set Up to Maintain Batches for Stock Items in TallyPrime

To allocate stock items to batches, you need to follow two steps in TallyPrime:

• Enable batches for the Company.
  Once you enable batches for the Company, you can start configuring stock items to maintain batches for them.
• Configure stock items and allocate them to batches.
  You can maintain batches with manufacturing and expiry dates, as needed.

Enables Batches for Company

1. Press F11 (Company Features) and set Enable Batches to Yes.
2. If you are dealing with perishable goods, set Maintain Expiry Dates for Batches to Yes.
   

Configure Stock Items for Allocating Batches

1. Press Alt+G (Go To) > Alter Master > type or select Stock Item and press Enter.
2. To maintain batches for a specific stock item, press F12 (Configure) and enable Maintain Stock Item in Batches.
   If you need to use this option only for the current master, press Ctrl+I (More Details) > type or select Maintain in Batches and press Enter.
3. In the Stock Item Alteration screen, set the option Maintain in batches to Yes.
4. Track date of manufacturing: Yes.
5. Use expiry dates: Yes.
   
   This is required if you are dealing with perishable goods that have both manufacturing and expiry dates, or stock items with a limited shelf life (which have only a manufacturing date and a shelf-life period).
6. Opening Balance: Press Enter on Quantity.
7. In the Stock Item Allocations screen, enter Batch, Mfg Dt., and Expiry Date.
   You can assign multiple batches based on the manufacturing and expiry dates.
8. Press Ctrl+A to save the stock item.

Questions & Answers

1. I manufacture a food item that has a manufacturing date and a fixed shelf life but no specific expiry date printed on the packaging. How can I track its batches and shelf life in TallyPrime?
   Configure the stock item to maintain batches and track the date of manufacturing. Enable Use expiry dates to specify the shelf-life period, even when the product does not have a separately printed expiry date.