Lesson 7-Inventory Categories

Creating a Stock Category

This option allows parallel classification of stock items. Like Stock Groups, Stock Categories are also classified based on some similar behavior.

This enables you to obtain reports for alternatives or substitutes of a stock item.

To create a Stock Categories,

Go to Gateway of Tally > Inventory Info. > Stock Categories > Create (under Single Stock Category)

The Stock Category Creation screen is displayed as shown.

A brief description of each field in the Stock Category Creation screen is given below:

Name

Enter the name of the Stock Category.

Under

Specify whether it is a primary category or a sub-category of another category. Select Primary from the list, if you do not have a parent group. Use ALT + C to create a parent if you do not have the required category in the list.

Buttons specific to stock category creation:

Buttons           Shortcut                     Description

G:Groups        Ctrl + G                       Allows you to Create a Stock Group

I:Items             Ctrl + I                         Allows you to Create a Stock Item

U:Units           Ctrl + U                       Allows you to Create a Unit of Measure

O:Godown      Ctrl + G                       Allows you to Create a Godown

V:Vch Types   Ctrl + V                       Allows you to Create a Voucher Types

Creating Multiple Stock Categories 

Tally.ERP 9 allows you to create Stock Categories using single or multiple options.

To create Multiple Stock Categories,

Go to Gateway of Tally > Inventory Info. > Stock Categories > Create (under Multiple Stock Category)

The Multiple Stock Category Creation screen is displayed as shown.

A brief description of each field in the Multi Stock Category Creation screen is given below:

Under Category:

This field will display the List of Categories. You can select a category for which a multiple sub-category can be created.

If you select All Items in List of categories, selection of parent category Under column is possible during creation of sub-category.

If you select specific category in List of Categories, that category will get populated automatically whenever creation of sub-category and cursor skips Under column.

Name of the category

Specify the name of the Stock Category.

Under

If you have select All Items in Under Category, you must specify a parent category in this column.

Buttons specific to Multi Stock Category screen:

Displaying a Stock Category 

You can display the existing Stock Category in Single mode and multiple mode, since it is only display Tally.ERP 9 does not allow you to alter any information in display mode.

Displaying a Single Stock Category

Go to Gateway of Tally > Inventory Info. > Stock Categories > Display (under Single Stock Category)

Select the Category for which you want to view the display details from the List of Categories.

The Stock Category Display screen shows the details entered in Stock Category Master.

Displaying Multiple Stock Categories

Go to Gateway of Tally > Inventory Info. > Stock Categories > Display (under Multiple Stock Categories)

Select the Stock Category from the List of Categories. 

If you select All Items from the List of Groups, all the categories and sub categories are displayed.

If you select Monitor from the List of Categories, all the sub categories related to Monitor will be displayed.

Altering a Stock Category

 This option allows you to view the existing Stock Category in edit mode, here you are allowed to change the various information.

To alter a Stock Category,

Go to Gateway of Tally > Inventory Info. > Stock Categories > Alter (under Single Stock Category)

Select the Stock Category from the List of Categories.

The Stock Category Alteration screen is displayed as shown. 

Make the necessary changes and click Yes to accept or press CTRL+A to Save.

Deletion is possible only in the alteration mode,. For deleting the Stock Category, Press ALT+D.

Note:

You cannot delete a stock Category, if it is used by any sub Category or stock items. In order to delete the Stock Category, first delete the relevant sub Category and Stock items.

Altering Multiple Stock Categories

To alter Multiple Stock Categories,

Go to Gateway of Tally > Inventory Info. > Stock Categories > Alter (under Multiple Stock Categories)

Select the Stock Category from the List of Stock Categories. The Multi Stock Group Alteration screen is displayed as shown.

Make the necessary changes and click Yes to accept or Press CTRL+A to save.

Note: You cannot delete a Stock Category in multiple mode.

Buttons specific to Multi stock Category Alter mode:

Buttons	Short Cut Key	Description
F4: Parent	F4	Allows you select Stock Category from Under Category Field for changing the parent of sub category
F4: Parent	Ctrl + F4	Allows you to select parent [Stock Category] from List of Category. You can able to alter the sub Category of selected Stock Category.
F6: Skip Names	F6	Cursor will not go to Column Name of Stock Category. If you want to alter only the details of Under Column then you can skip names.
F7: Skip Parent	F7	Cursor will not go to column Under. If you do not want to alter parent then you can skip parent.
G: Groups	CTRL+G	Allows you to Alter a selected stock Group in Multi-stock Group screen.
I: Items	CTRL+I	Allows you to Alter a selected Item in Multi Stock Item screen.
O: Godown	CTRL+O	Allows you to Alter a selected Godown in Multi Godown screen.