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Related topics Inventory Storage Using Godowns Related reports |
Tally.ERP 9 summarises the details of stock items available in each godown in the Godown/Location Summary report. If you have created godowns in a hierarchy, the report gives you a consolidated view of the stock available. You can view the closing and opening balances of your stock, inward and outward stock details, and all corresponding transactions. The report also provide specific details like consumption, profit, and overall stock position of your company.
In addition to the Godown Summary report, Tally.ERP 9 has other reports where you can view godown-related details, such as Stock Summary, Batch Summary, and Stock Ageing Analysis to name a few.
On this page
● Godown/Location Monthly Summary
Gateway of Tally > Display > Statements of Inventory > Godown , and select the Godown .
The Godown/Location Summary report shows the summary of the stock for each godown with closing balance. If you have created godowns in a hierarchy, on selecting the parent godown, the report summarises the stock available in all godowns in the hierarchy - starting from the parent godown.
Summarised details of your stock
By default, you get a consolidated view of the stock you have been maintaining in the godowns. If you have stock items of the same unit of measurement (UoM) in different godowns, the report shows the consolidated quantity, rate, and value of the items available in all godowns. For godowns having items with different UoMs, the report will not show the quantity and rate; however, you can still see the value of the items in each godown.
Explode/Collapse
Press Shift + Enter on the selected godown to see the next level of data for that godown on the same screen. You can move to any of the lines in the next level and further explode the selected line using Shift + Enter .
For example, you have created your godown hierarchy as follows:
If you press Shift + Enter on Southern Region till the last level, the report will display the stock item as shown below:
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
Press Enter on the selected godown to show the next level of data in a new screen. For example, if you press Enter on Southern Region, the godowns Warehouse A and Warehouse B will be shown in a new screen.
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
Upon drilling down to the last level of data (that is the stock item in this case), you can press Enter to open the monthly summary report, as in the case of other summary reports.
Press Alt + F1 (Detailed) in the Godown/Location Summary report to view the next level of data for all the godowns appearing in the report. Further, use F12 (Configure) > Expand all levels in detailed format to see all levels of data for the same godowns. You can toggle between the Detailed and Condensed formats of the reports by pressing Alt + F1 . A sample image is shown below.
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
Alter master from the report
Press Ctrl + Enter on any selected godowns or stock item in the report to alter it.
Change period
Press F2 (Period) in the Godown Summary report to specify the period and view the report for that period.
Change company
When you have two or more companies open, press F3 (Company) to change from one company to another.
For example, if you are viewing the Godown Summary for National Enterprises, press F3 (Company) > and select National Tradings & Co . The Godown Summary report for National Tradings & Co. will be displayed. As always, you can press Esc to go back to the previous screen.
Change report context
Press F4 (Godown) and select a godown to view the items under the selected godown.
View profitability
Press F7 (Show Profit) to see the profit earned from your outward stock, including the consumptions made. This statement is used to reconcile the closing balance because the closing value is derived by taking the consumption values instead of the outward goods at sales value. You can use F7 (Hide Profit) to hide the profit-related details.
Compare business data
● In Tally.ERP 9, you can compare data for different companies, godowns, periods, valuation methods, and so on, by adding columns in the reports. For example, if you want to compare the stock value and quantity in different godowns, press Alt + C (New Column) in Godown Summary and select the godown. A sample image is shown below.
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
● Press Alt + N (Auto Column) to repeat the columns of the current report based on the selected period.
If you want to repeat and compare the data of more than one company using Auto Column, select Company from the list of options. The Company option is available only when more than one company is open.
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
● You can alter the columns using Alt + A (Alter Column) and delete columns using Alt + D (Delete Column).
View related Inventory and Accounting reports
When you are on the Godown Summary report, you may need to refer get an insight of the stock movements, receivables, payables or even cash flow based on your sales. Without moving away from the summary report, you can
● Press F9 (Inventory Reports) to see all the related inventory reports, such as Movement Analysis, Stock Summary, Stock Query, and so on.
● Press F10 (A/c Reports) to view reports related to accounting, such as Balance Sheet, Day Book, Sales Register, and so on.
Configure and filter for specific report information
● Press F12 (Configure) to configure your report as per your business needs .
For example, you might have created godowns but have not stored any stock items or have stored items in a godown but never made a transaction from that godown. In the summary report, when you select Primary to view all the godowns, unused godowns are not displayed by default. Using the F12 (Configure) option, you can configure your report to view such godowns and the stock (if any) available in it.
● Press Alt + F12 (Range) to filter masters at the top level in the hierarchy of the current report. For example, you can filter to view the godowns with zero closing quantity.
● Press Ctrl + F12 (Value) to filter the vouchers based on the conditions you specify. For example, if you want to view the godowns from which sales had happened, use the Value filter and set the voucher condition to Sales .
Drill down from the Godown Summary report at the stock item level to open the Godown Monthly Summary report.
This report will show the month-wise inward and outward details along with the closing balance of the selected stock item in a particular godown. Like in any other report, press F12 (Configure) or use the buttons on the right button bar to change data representation of the report as you need for your analysis.
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
Change report context
● Press F4 (Item) and select the stock item to view the monthly report for that stock item.
View details period-wise
● Press Alt + F5 to view godown summary details based on the period you choose - Monthly or Quarterly.
View profitability
● Press F7 (Show Profit) to see the details of your outward inventory, including the consumption, based on which the Gross Profit is calculated and displayed.
Drill down from the Godown/Location Monthly Summary report to open the Godown/Location Vouchers report.
This report shows the list of vouchers that include the selected item from the godown. Like in any other report, press F12 or use the buttons on the right button bar to change data representation of the report as you need for your analysis.
What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options, and F11 (Features) to enable or disable features.
Change report context
● Press F4 (Godown) and select a godown to view the items under the selected godown.
● (If you have used batches) Press F5 (Batch) to view the selected godown and item-based batch report.
View details period-wise
● Press F6 (Dly Brk-up) to view the day-wise movement of the stock item for different godowns.
View profitability
● Press F7 (Show Profit) to see the detailed computation of your outward inventory, including the consumption, based on which the Gross Profit is calculated and displayed.
Alter stock item details
● Press S (Stock Alter) to alter stock item master screen for which you are viewing the voucher report.
