Batch Vouchers Report in TallyPrime: 3 Easy Steps + Example

In TallyPrime, the term “Batch Vouchers” refers to a specific report that provides a detailed breakdown of stock transactions associated with a particular batch within a chosen period.

This report is crucial for businesses that utilize batch tracking for their inventory management, especially for:

  • Perishable Goods: Track purchases, sales, and expiry dates associated with each batch.
  • Serialized Items: View individual item movements within a batch (if using serial numbers).
  • Quality Control: Analyze transactions for specific batches to monitor potential quality issues.

Here’s a detailed explanation of Batch Vouchers in TallyPrime with examples:

1. Prerequisites to View Batch Voucher Report in TallyPrime:

1. Enable Batches:

Ensure the “Maintain Batches” feature is enabled in Company Features (Gateway of Tally > Accounts & Taxes > Company > Configure Features).

2. Stock Item Configuration:

The stock item you want to analyze should have “Maintain in Batches” enabled in its Stock Item Master (explained previously in the response on Setting Up Batches for Stock Items).

2. Accessing the Batch Voucher Report in TallyPrime:

1. Gateway of Tally (Alt+F12):

Launch TallyPrime and navigate to the Gateway of Tally menu.

2. Reports (Alt+F8):

Select “Reports” and choose “Inventory Books” from the submenu.

3. Alternative Method (Some Configurations):

You might also find the Batch Vouchers report under “Display” > “Inventory Books” > “Batch Voucher.”

    3. Selecting Stock Item and Batch:

    • In the Batch Vouchers screen, choose the stock item you want to analyze.
    • You’ll then be able to select a specific batch from the “Batch Name” list to view detailed transactions for that particular batch.

    4. Understanding the Report:

    The Batch Vouchers report displays information like:

    • Voucher Type: Indicates the type of transaction affecting the batch (e.g., Purchase Invoice, Sales Invoice, Stock Receipt, etc.).
    • Voucher Date: Date of the transaction.
    • Voucher Number: Unique reference number for the voucher.
    • Party/Godown: Party involved in the transaction (supplier for purchases, customer for sales, or godown for internal stock transfers).
    • Inward Qty: Quantity of stock added to the batch (applicable for purchases or stock receipts).
    • Outward Qty: Quantity of stock removed from the batch (applicable for sales or stock issues).
    • Balance: Updated stock quantity remaining in the batch after the transaction.

    5. Example: Tracking Medicine Sales by Batch in Tally

    You want to analyze the sales details for a specific batch of “Paracetamol 500mg” (set up with batches) to monitor expiry dates.

    1. Navigate to the Batch Vouchers report as described above.
    2. Select “Paracetamol 500mg” as the stock item.
    3. Choose the specific batch you’re interested in (e.g., Batch June 2024) from the “Batch Name” list.

    The report will now display individual sales invoices with details like the sales date, quantity sold for each invoice, and the remaining stock quantity in that specific batch.

    This allows you to identify sales trends and prioritize selling older batches nearing expiry.

    6. Benefits of Batch Vouchers:

    1. Detailed Transaction Tracking:

    Provides a granular view of all stock movements associated with a specific batch.

    2. Expiry Management:

    Helps monitor sales of perishable goods based on batch expiry dates.

    3. Quality Control Analysis:

    Allows for analyzing transactions within a batch to identify potential quality issues based on sales patterns or returns.

    7. Additional Considerations:

    • You can sort the Batch Vouchers report by various columns like voucher date or quantity to analyze trends.
    • Consider exporting the report to formats like CSV or Excel for further analysis or creating charts to visualize batch-wise sales patterns.
    • While Batch Vouchers offer detailed information, you can drill down further by accessing the original voucher (e.g., Purchase Invoice or Sales Invoice) associated with each transaction within the report.

    By effectively utilizing the Batch Vouchers report in TallyPrime, you gain a comprehensive understanding of stock movements within specific batches.

    This empowers you to make informed decisions regarding inventory management, prioritize sales of expiring goods, and potentially improve the overall efficiency of your stock control processes.

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