Viewing the Batch Summary Report in TallyPrime: 6 Easy Steps

The Batch Summary report in TallyPrime offers a comprehensive overview of the stock movement for a specific stock item, categorized by its batches.

This report is beneficial for:

  • Inventory Analysis: Provides insights into the quantity and value of each batch within a stock item.
  • Identifying Trends: Helps identify patterns in purchases, sales, and consumption for each batch.
  • Monitoring Expiry Dates (Perishables): Allows you to track the opening and closing stock levels for each batch, which is crucial for managing expiry dates of perishable goods.

Here’s a detailed explanation on how to view the Batch Summary report in TallyPrime with examples:

1. Prerequisites for Viewing the Batch Summary 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 Report:

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. Batch Voucher:

Within “Inventory Books,” select “Batch Voucher.”

3. Selecting Stock Item:

In the “Batch Voucher” screen, choose the stock item you want to analyze by batch.

4. Optional Batch Selection:

You can optionally select a specific batch from the “Batch Name” list to view details for that particular batch.

Leaving this field blank displays a summary for all batches associated with the chosen stock item.

5. Batch Summary Report:

The report will display information like:

  • Batch Name: Identifies the specific batch.
  • Opening Balance: Stock quantity in the batch at the beginning of the selected period (usually the beginning of the current accounting year).
  • Purchase Qty: Total quantity purchased and added to the batch during the period.
  • Sales Qty: Total quantity sold from the batch during the period.
  • Consumption Qty (Optional): Total quantity consumed from the batch during the period (applicable if you use stock consumption vouchers).
  • Closing Balance: Current stock quantity remaining in the batch at the end of the selected period.

6. Report Period (Optional – F2):

  • By default, the report displays data for the current accounting year.
  • You can press F2 (Period) to change the report period and view batch details for a specific date range.

7. Example: Analyzing Medicine Batches

Let’s analyze the stock movement for “Paracetamol 500mg” (set up with batches) to understand purchase and sales patterns.

  1. Navigate to the Batch Summary report as described above.
  2. Select “Paracetamol 500mg” as the stock item.
  3. Leave the “Batch Name” field blank to view the summary for all batches.

The report will display a summary for each batch (e.g., Batch A, Batch B) created for “Paracetamol 500mg.” You can analyze factors like:

  • Opening Balances: Identify any initial stock discrepancies between batches.
  • Purchase Qty: Compare purchase quantities across batches to understand buying patterns.
  • Sales Qty: Analyze sales trends for each batch to identify which ones are selling faster.
  • Closing Balances: Monitor the remaining stock quantity in each batch to plan for future purchases.

8. Benefits of Viewing the Batch Summary:

1. Improved Inventory Management:

Provides valuable insights for optimizing stock levels and making informed decisions about purchases.

2. Expiry Date Monitoring:

Helps prioritize sales of older batches (for perishable goods) to minimize expiry risks.

3. Quality Control Analysis:

Allows you to compare performance across batches and identify any potential quality issues based on sales or consumption patterns.

9. Additional Considerations:

  • You can drill down further into the report by selecting a specific batch and pressing F8 (Batch-wise) to view detailed voucher-level transactions for that batch.
  • Consider exporting the Batch Summary report to formats like CSV or Excel for further analysis or sharing.
  • Regularly review the Batch Summary report to stay updated on your inventory situation and make necessary adjustments to your inventory management strategies.

By effectively utilizing the Batch Summary report in TallyPrime, you gain a deeper understanding of your inventory at a batch-by-batch level, leading to improved inventory control, optimized stock management, and potentially reduced costs associated with expired goods or inefficient purchase planning.

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