Table of Contents

 

Use Stock Query Report in TallyPrime

A holistic view of a stock item helps you plan purchases and sales and also make key decisions regarding its costing. In TallyPrime, you can:

  • View Stock Query: Know complete details of a stock item, including its classification under Group and Category, Closing Balance, Cost and Selling Prices, and Valuation Methods. Moreover, you get a detailed breakdown of:
    • Purchases, including party, quantity, rate, discount, and amount.
    • Sales, including party, quantity, rate, discount, and amount.
    • Godown/Batch-wise, including stock quantities by godown and batch.
  • View Top Buyers/Sellers: Know the parties that buy and sell a specific stock item.
  • View Transaction Details: You can drill down from a specific voucher to open it in a Display Mode to view the details.
Before you begain | Prerequisites

Ensure that:

  • You have created stock items.
  • You have created the necessary accounting ledgers for purchase and sales.
  • You have created godowns, as needed.
  • You have enabled batches, as needed.

 

  1. Press Alt+G (Go To) > type or select Stock Query and press Enter.
  2. Name of Item: Select the item from List of Stock Items.
    Stock Query Report in TallyPrime
    You get to view the details of Purchase, Sales, and Godowns/Batches.
    By default, the report opens in the Horizontal view.
  3. To change the view to Vertical, press Ctrl+H (Change View) > Vertical.
  4. Change the number of last transactions you want to view in the report.
    1. Press F12 (Configure).
    2. Number of last transactions to show: Enter the number of transactions you want to view in the report.
  5. To view the Nett Rate of a stock item, press Ctrl+B (Basis of Value) > ensure Set Nett Rate is set as Yes.
  6. To view Reorder Status, press F7 (Show Reorders).
  7. To view the report for another stock item, press F4 (Stock Item).
  8. To view top parties dealing with the stock item, in the Stock Query report, press Ctrl+F7 (Top Buyers/Sellers).
    View Top Buyers or Sellers for an Item
  9. View Transaction Details from Stock Query.
    1. In the Stock Query report, select a purchase or sales transaction and press Enter.
    2. In the Voucher Display screen, press Alt+F5 (Detailed) to view the transaction details.
      View Voucher Display from Stock Query

 

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