Stock Item Movement Analysis in TallyPrime: 5 Steps + Example

The Stock Item Movement Analysis report in TallyPrime offers a comprehensive view of how your inventory stock items move within your system.

It provides valuable insights into purchases, sales, consumption, and overall stock flow for a specific item or group of items over a chosen period.

1. Accessing the Stock Item Movement Analysis Report in TallyPrime:

1. Go to the Gateway of Tally (Alt+F12).
2. Navigate to Reports > Inventory Reports.
3. Select Stock Item Movement Analysis.

Alternatively, you can use a keyboard shortcut:

• Press Alt+G (Go To) and type or select “Stock Item Movement Analysis.”

2. Understanding the Report:

The report displays a detailed breakdown of stock movements for the selected item(s) and timeframe. It typically includes the following information:

• Date: Date of the transaction affecting the stock item.
• Voucher Type: Type of transaction (e.g., Purchase Bill, Sales Invoice, Delivery Note).
• Voucher No.: Reference number of the transaction.
• Party: Name of the supplier (for purchases) or customer (for sales).
• In: Quantity of the item received (typically through purchases).
• Out: Quantity of the item issued (typically through sales or consumption).
• Balance: Remaining quantity of the item after each transaction.
• Rate (Optional): Purchase cost or selling price of the item per unit (depending on the transaction type).
• Value (Optional): Total cost or revenue associated with the transaction (quantity multiplied by rate).

3. Additional Information about Stock Item Movement Analysis:

• The report might also include information like batch details (if applicable) or the godown where the stock item is stored.
• You can customize the report to display additional columns based on your requirements (e.g., Last Purchase Price, Average Cost).

4. Example of Stock Item Movement Analysis in TallyPrime:

You want to analyze the movement of “T-Shirts” for the last quarter (Jan – Mar). The report might show:

5. Benefits of Stock Item Movement Analysis:

• Helps identify trends in purchases, sales, and overall stock movement for specific items.
• Enables you to track item consumption patterns and forecast future demand.
• Assists in identifying slow-moving or fast-moving inventory.
• Provides insights into stock holding costs and potential areas for optimization.
• Helps ensure sufficient stock availability and minimize stockouts.

6. Additional Tips:

• Utilize filters in the report to focus on specific periods, stock groups, or individual items.
• Analyze the report in conjunction with the Stock Summary report for a more comprehensive understanding of your inventory performance.
• Leverage the movement analysis data to make informed decisions regarding inventory planning, purchasing strategies, and product pricing.

By effectively utilizing the Stock Item Movement Analysis report in TallyPrime, you gain valuable insights into the flow and performance of individual stock items, empowering you to optimize your inventory management and maximize profitability.