For stock items with unique batch numbers for each unit, you can identify unsold items from the Batch Summary report.
For example , for the sale of mobile phones, you can use the IMEI number as the batch number for a single unit. Now, if you want to identify unsold mobile phones, you can track the details by going to the Batch Summary report.
To identify unsold goods using batch-wise details
1. Create a stock item with batch information.
2. Record a purchase entry with batch details.
3. View details of unsold goods in the Batch Summary report.
To create a stock item with batch information, you have to enable the option Maintain batch-wise details? under F11: Features > Inventory Features .
To create a stock item with batch information
1. Go to the Gateway of Tally > Inventory Info. > Create .
2. Enter the Name of the stock item.
3. Select the Group from the List of Groups .
4. Select the Category from the List of Categories .
5. Select the Units and Alternate units , as applicable.
6. Set the option Maintain in batches? to Yes .
7. Set the Quantity and Rate in the Opening Balance , as shown below:
8. Press Enter to open the Stock Item Allocation screen.
o Select the Godown from the List of Godowns .
o Enter the Batch number.
Note : You can enter a unique batch number for each unit of the stock item. In this case, each unit of a mobile phone can consist of its IMEI number. You can also prefix the consignment/lot number to the IMEI number in order to track both the unit and the consignment, for example, Feb-654321543214321.
o Enter the Quantity , Rate , and Amount , as appropriate. The Stock Item Allocation screen appears as shown below:
o Press Enter to return to the Stock Item Creation screen.
9. Press Enter to save the details.
To record a purchase entry with batch details
1. Go to Gateway of Tally > Accounting Vouchers > F9: Purchase .
2. Select the Party A/c name from the List of Ledger Accounts .
3. Select the Purchase ledger from the List of ledger Accounts .
4. Select the stock item. The Stock Item Allocations screen appears.
o Enter the batch number or select an existing batch number.
o Enter the Quantity , Rate , and Amount , as appropriate.
The Stock Item Allocations screen appears as shown below:
o Press Enter to return to the Accounting Voucher Creation screen.
The Accounting Voucher Creation screen appears as shown below:
5. Press Enter to pass the purchase entry.
To view details of unsold goods in the Batch Summary report
1. Go to the Gateway of Tally > Display > Inventory Books > Batch .
2. Select the Name of Item from the List of Items .
3. Select the Name of Batch from the List of Batches . The Batch Vouchers report appears.
4. Click F6: Batch Summary . The Batch Summary appears as shown below:
The Quantity , Rate , and Value under Closing Balance appear blank for stock items that have been sold. Thus, you can easily identify unsold stock items, for which the Quantity appears as 1 .
