🧪 Mastering Batch Management in TallyPrime: The Ultimate Stock Control Solution 2025 for Indian Businesses

Batch Management in TallyPrime : Batch Management is a powerful inventory feature in TallyPrime that helps businesses maintain accurate tracking of manufacturing, expiry, and movement of products based on batch numbers or lot numbers. This is particularly vital for industries dealing in pharmaceuticals, FMCG, perishables, chemicals, electronics, etc., where products must be tracked and sold based on batches with specific characteristics.

In this guide, we will cover what batch management is, where it is used, how to set it up, real-world examples, expiry tracking, MRP handling, FIFO logic, reporting, and FAQs—customized for Indian users.

✅ Basic Requirements for Using Batch Management in TallyPrime

• ✔️ TallyPrime installed and activated
• ✔️ Inventory features enabled
• ✔️ Stock items and units created
• ✔️ Batch-wise details activated
• ✔️ Godown or warehouse tracking enabled (optional)

⌨️ Quick Shortcuts for Batch Management

📘 What is Batch Management in TallyPrime?

Batch Management allows you to record inventory transactions based on batch numbers for individual stock items. Each batch can have:

• Unique batch code
• Manufacturing date
• Expiry date
• MRP
• Quantity in hand

This is essential for compliance, traceability, recall management, and FIFO-based valuation.

🎯 Who Needs Batch Management?

Batch Management is crucial for:

• Pharma retailers & distributors (e.g., Cipla Tab B123, Exp. 05/2025)
• FMCG & packaged food companies (e.g., Amul Butter Lot #456, Mfg 07/25)
• Cosmetics & chemicals businesses
• Electronics stock control with serial/batch numbers
• Manufacturers tracking production lots

🔧 Step-by-Step: Enabling and Setting Up Batch Management in TallyPrime

Step 1: Enable Batch Features

Go to:

F11 → Inventory Features → Enable "Maintain batch-wise details" → Yes
→ Also enable “Set expiry dates for batches” if required.

Step 2: Create or Modify Stock Items

Navigate to:

Gateway → Inventory Info → Stock Items → Create/Alter

• Enable: Maintain in batches → Yes
• Track date of manufacture → Yes
• Use expiry dates → Yes (optional)
• Set valuation method (FIFO recommended for batches)
• Define standard MRP (optional)

Each stock item will now require batch info at every stock entry point.

Step 3: Purchase Entry with Batch Details

While creating a Purchase Voucher, once you enter the stock item:

• Batch Allocation screen will pop up
• Enter:
  • Batch number
  • Qty
  • Rate / MRP
  • Manufacture Date
  • Expiry Date (optional)

✅ Tally maintains separate records for each batch internally.

Step 4: Sales Entry with Batch Selection

While invoicing:

• Tally will display available batches for the item
• You can select from existing batches
• Stock will reduce from selected batch only

🎯 Tally uses FIFO method to suggest batch automatically unless overridden.

Step 5: Batch-wise Reports & Analysis

Navigate to:

Gateway → Display More Reports → Inventory Books → Batch Summary

You can view:

• Batch-wise stock-in-hand
• Expiry information
• MRP history
• Batch purchase/sales movement
• Location/Godown-wise batch details

Filters include:

• Batch number
• Date range
• Expired only
• Item-wise or group-wise view

🔍 Real-Life Example: Batch Tracking in Pharma Business

ABC Pharmacy purchases Paracetamol 500mg from Vendor A:

• Batch No: PCM-12A
• Mfg: 01-06-2025, Exp: 01-06-2026
• Qty: 1000 Tabs

Later, customer requests Paracetamol. Tally auto-selects batch PCM-12A (FIFO logic). After 8 months, stock nearing expiry shows up in Expired Batches Report, enabling discount/scrap decisions.

🧠 Use Cases of Batch Management in Different Industries

⚙️ Expiry Management in TallyPrime

Tally allows tracking of expiry dates per batch. Expired items:

• Can be filtered out in reports
• Can be auto-blocked from sales (using validation rules or TDL)
• Help prevent penalties under Drugs Act, FSSAI, etc.

Navigate to:

Display → Inventory Books → Expired Batches

Useful filters:

• Expired only
• Near-expiry (manually filtered)
• Item-wise expiry

📈 Batch-wise Reports and Features

🚫 Limitations of Batch Management

• ❌ No automatic batch generation (each batch must be manually entered)
• ❌ Cannot track individual items (for that use Serial Number Tracking)
• ❌ Cannot transfer partial batch quantity between godowns directly without re-entry
• ❌ No alert system for upcoming expiry unless enhanced via TDL/custom plugin
• ❌ Deletion of a batch deletes full stock history under that batch

💬 FAQs on Batch Management in TallyPrime

• • Can I maintain both batch and non-batch items together?
  Yes, batch tracking is stock item-specific.
• • Can I sell expired stock in Tally?
  Yes, but it will still be shown as expired unless blocked via custom code.
• • How does FIFO apply to batches?
  Tally picks the earliest available batch by date when using FIFO.
• • Can I get batch-wise MRP reports?
  Yes, under MRP Summary and Batch-wise Summary.
• • Can I print batch number and expiry on invoice?
  Yes, enable configuration in Sales Invoice Print settings.
• • Is there a way to auto-generate batches on purchase?
  Not natively. Needs TDL customization.
• • Can I view batch reports item-wise or godown-wise?
  Yes, filters are available in Batch Summary report.
• • What happens when batch quantity becomes zero?
  The batch still shows in history unless archived manually.
• • Can I reuse a batch number for new purchase?
  Yes, Tally will allow reuse; however, old history remains.
• • Does batch info reflect in GST returns?
  No, unless printed manually or integrated via external solutions.

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