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Stock Query  in Tally.ERP 9

The Stock Query report provides complete information pertaining to a particular stock item viz., Alias, Part No., Stock Group, Stock Category, available Closing Quantity & Balance, Cost Price, Std. Selling Price, Costing Method and Market Valuation Method and so on. The Stock Query report is broadly categorized into four sections :

  • Purchases

  • Sales

  • Godown/Batch Details

  • Items of the same Category

Each of the above sections are explained below :

Purchases

The Purchases section displays details such as Last Purchased on, Party Name, Purchased Quantity, Purchased Rate alongwith details of purchase transactions with Voucher Date, Party name, Voucher no., Quantity, Rate, Discount and Amount details etc.

Sales

The Sales section displays details such as Last sold on, Party Name, Sold Quantity, Selling Rate alongwith details of Sales transactions with Voucher Date, Party name, Voucher no., quantity, rate, discount and amount details etc.

Godown/Batchwise Details

This section displays the details of godown where the such stock is available with the  batch and quantity details.

Items of the same Category

This section displays the list of items which are of similar category/nature.

Viewing Stock Query Report

The Stock query report provides complete information about the selected stock item for eg,. stock position of a selected stock item at any point of time, latest purchase and sales, godown where such stock is available etc.

To view the Stock Query Report

From Gateway of Tally > Display > Statements of Inventory > Stock Query> Select the Item from List of Items.

The Stock Query report appears as shown :


[Img-36]

Note: The Voucher No. details will be displayed only when you navigate from Voucher Types.

F12: Configuration in Stock Query Report

To view configuration screen, press F12: Configure from Stock Query report

 
[Img-37]

  • Set Show Related Items of same Group to Yes, for displaying all items under the same Stock Group.

  • Set Show all Aliases of the item to Yes, for displaying the alias for the item entered in the Stock Item Master.

  • Set Show using Alternate Units to Yes, for displaying the Alternate Units information, if stock item is created with the Alternate units

  • Set Show Tail Units of Compound Units to Yes, for displaying the Compound Units information, if stock item is created with the Compound units.

  • Set Show Remarks of the Item to Yes, for displaying Remarks entered in the Stock Item master.

  • Set Show Description of the Item to Yes, to specify any description for item during entry.

  • In the Show Last Nos. of Transactions field, enter the number of transactions to display

  • Set Show All Godown / Batches (incl.zero balance) to Yes, for displaying all the zero balance godown / batch details related to this stock item.

Button Options in Stock Query Report

F2: Period : This option allows you to set the period, e.g., 1-4-2009 to 30-06-2009.

F4: Item : This option is used to toggle / select other stock items from the same report.

F5: Show Stat Info. : This option displays the Tax Information and VAT Information (as defined in the Stock Item master) for the selected Stock Item.

F6: Show Re-Orders : This option displays the Re-Order Status of the selected stock item.

F7: Price List : This option allows you to view the Price List created for the selected Stock Item.

Ctrl+F7: Top Buyers/Sellers : This option allows you to display the Top buyers and sellers for an item, based On Value or On Quantity.

C: Contact : This option display the contact details of the party which is selected in the invoice (This option will be available only when you navigate to stock query from voucher types).

The Stock Query Report with F5: Show Stat Info. and F6: Show ReOrders options enabled displays as shown :


[Img-38]

Stock Query – Item Price List

Press F7: Price List to view the Price List for the selected Stock Item


[Img-39]

For more information on Price level and Price list refer Price List

Stock Query - Top Buyer's/Seller's report

Press Ctrl+F7: Top Buyer's/Seller's to view the report for Top Buyers and Sellers based on Quantity or Value for the selected Stock Item


[Img-40]

Note: F4:On Quantity or F4:On Value button toggles between the Top Buyers/Sellers reports based on quantity or value

F12: Configuration in Top Buyer's/Seller's report

To view the configuration screen, press F12: Configure from Top Buyer's/Seller's report

 
[Img-41]

  • In Show No. of Top Buyers / Sellers field, enter the number of top buyers/sellers  to display

  • Set Branch / Divisions Transfer Entries also  to Yes, for displaying transactions pertaining to Branch/Divisions transfer also.


[Img-42]

Purchase Voucher Display

To view Purchase Voucher display for the selected transaction

  • Highlight the required transaction in the Purchase section of Stock Query Report and press Enter

The Voucher Display will appear as shown :


[Img-43]

To view in detailed mode, press Alt+F1 from the above screen.


[Img-44]

Sales Voucher Display

To view Sales Voucher display for the selected transaction

  • Highlight the required transaction in the Sales section of Stock Query Report and press Enter

The Voucher Display will appear as shown :


[Img-45]

To view in detailed mode, press Alt+F1 from the above screen.


[Img-46]

Displaying Stock Query Report from Voucher Entry Screen

Tally.ERP 9 allows you to navigate to Stock Query report from various Vouchers viz., Purchase, Sales, Receipt Note, Delivery Note, Rejections In, Rejections Out Vouchers. This feature is very useful especially during Invoicing to ascertain the Purchase Cost and Selling price of a particular stock item.

To navigate to Stock Query Report, press Alt+S from the Voucher Entry Screen.

Note :

1.If Alt+S is pressed from any of the applicable Vouchers, without selecting the stock item, the Stock query report will be displayed for the first stock item in the list of stock items otherwise if the item is selected, the report is displayed for the particular stock item.

2. When you navigate to stock query report from voucher entry, the Last purchase on and Last Sold on information is displayed for the relevant party irrespective of the party selected in the voucher entry.

 

Displaying Stock query from Purchase Invoice

To view the Stock Query from Purchase Invoice

From Gateway of Tally > Accounting Vouchers > F9: Purchase Invoice > Select the Stock Item > Press Alt+S

 
[Img-47]

The Stock Query report will be displayed based on the particular Party selected in the invoice. By default last 5 transactions will be displayed in the report.

Note : The C: Contact option  will be available only when you navigate to stock query from voucher types).

Displaying Stock query from Sales Invoice

To view the Stock Query from Sales Invoice

From Gateway of Tally > Accounting Vouchers > F8:Sales Invoice > Select the stock item > Press Alt+S

 
[Img-48]

 

The Stock Query report will be displayed based on the particular Party selected in the invoice. By default last 5 transactions will be displayed in the report.

Note :

1. The C: Contact option  will be available only when you navigate to stock query from voucher types).

2. Navigation to Stock Query Report from Receipt Note, Delivery Note, Rejections Out, and Rejections In vouchers will be displayed Partywise.

 

Displaying Stock query from Stock Journal

To view the stock query from Stock Journal,

From Gateway of Tally > Inventory Vouchers > Stock Journal > Select the stock item > Press Alt+S


[Img-49]

The Stock Query report will be displayed based on the selected stock item, irrespective of the Party. By default last 5 transactions will be displayed in the report.

To view configuration screen, press F12: Configure

 
[Img-50]

Note :

1. When you press F12:Configure from Stock Journal / Receipt Voucher / Payment Voucher / Journal Voucher, Show Transactions of All Parties option will not be available.

2. The Stock Query Report navigated from Stock Journal / Receipt Voucher / Payment Voucher / Journal Voucher will be same.

 

 
 
 
 
Tally.ERP 9 Reference Manual LIBRARY
1.
Installation of Tally.ERP9
2.
Site Licensing of Tally.ERP9
3.
Shortcut Keys in Tally.ERP9
4.
Maintaining Company Data
5.
Creating Masters
5a. Accounts Information [Creating Masters]
5b. Inventory Information [Creating Masters]
6.
Voucher Entry
7.
Reports in Tally.ERP9
8.
Excise for Dealer
9.
Excise for Manufacturer
10.
Reports [ Excise for Manufacturer]
11.
Excise for Importer
12.
Service Tax in Tally.ERP9
13.
Tax Collected at Source (TCS) in Tally.ERP9
14.
Tax Deducted at Source (TDS) in Tally.ERP9
15.
Value Added Tax (VAT) in Tally.ERP9
16.
Central Sales Tax (CST) in Tally.ERP9
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
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