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Stock Group

The document provides a comprehensive guide on creating and managing Stock Groups in Tally.ERP 9, which helps classify stock items based on common features for easier reporting and tracking. It includes instructions for creating single and multiple stock groups, displaying existing groups, and utilizing various shortcut keys for efficient navigation.
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0% found this document useful (0 votes)
29 views4 pages

Stock Group

The document provides a comprehensive guide on creating and managing Stock Groups in Tally.ERP 9, which helps classify stock items based on common features for easier reporting and tracking. It includes instructions for creating single and multiple stock groups, displaying existing groups, and utilizing various shortcut keys for efficient navigation.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Stock Group
Stock Groups in Inventory are similar to Groups in Accounting Masters. They are helpful in the classification of
Stock Items. You can group Stock Items under different Stock Groups to reflect their classification based on some
common features such as brand name, product type, quality, and so on. Grouping enables you to locate Stock
Items easily and report their details in statements.

On this page

Single stock group

Multiple stock group

Display single stock group

Display Multiple Stock Groups

Create Single Stock Groups


Stock Items are classified into stock groups to reflect their classification based on some community.

1. Go to Gateway of Tally > Inventory Info. > Stock Groups > Create (under Single Stock Group ).
2. Enter the Name of the Stock Group.
3. Enter additional name apart from primary name [if required] in the field Alias . You can create any number of
additional names.
4. Specify whether it is a primary group or a sub-group of another group in the field Under , by selecting from
the list.
5. Press Alt+C to create a parent group, if you do not have it in the list.
6. The field Should quantities of items be added pertains to information on measuring the units of the Stock
Items that you would categorise under the Stock Group . The Stock Items categorised under the group should
have similar units for them to be added up. You cannot add quantities in Kgs to quantities in Pcs .
7. Enable the option Set/alter GST Details to define the GST rate
(../../Tax_India/gst/updating_stock_items_stock_groups_for_gst.htm#Updating_a_stock_group) .
8. Press Enter to save.

Note: You can always go back and reset this option after assessing the units of the items in the group.

Button options in stock group creation screen


Buttons Short Cut Keys Description & Use

C: Category Ctrl+C Allows you to Create a Stock Category.

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+O Allows you to Create a Godown

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

Note: Category and Godown buttons are visible only if you have opted for the same in F11: Features.

Create Multiple Stock Groups


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

1. Go to Gateway of Tally > Inventory Info. > Stock Groups > Create (under Multiple Stock Groups ).

2. Select the parent group under which you want the new groups to be created from the List of Groups .
3. Enter the Name of the Stock Group.
4. If you select any group other than All Items in the Under Group field, then this column is filled in automatically
with the selected Group name and the cursor skips this column. This will speed up data entry.

5. If you select All Items in the Under Group field, the cursor does not skip this field and allows you to enter
the parent group for each one of them.
6. In the field Should Quantities of Items be Added you can select whether units of the Stock Items under
Stock Group are to be added or not.

Button options in Multi Stock Group Creation screen


Buttons Short cut keys Description & Use

F4 : Parent Ctrl+F4 Allows you to change the parent for all sub groups.

To speed up data entry, cursor will not go to column Should


Quantities of Items be Added (Y/N) and this option will be
F8 : Skip Details F8
set to Yes . If you want to set it to No , click F8: Edit Details
.

C : Category Ctrl+C Allows you to Create a Multi Stock Category.

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


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

Display Single Stock Group


You can display the existing Stock Group 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.

1. Go to Gateway of Tally > Inventory Info. > Stock Groups > Display (under Single Stock Group ).
2. Select the Stock Group whose particulars you want to display from the List of Groups . The Stock Group
Display screen appears.

Button options in single Stock Group Display screen


Buttons Short cut Keys Description & Use

C: Category Ctrl+C Allows you to Display a Stock Category.

I: Items Ctrl+I Allows you to Display a Stock Item.

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

O: Godown Ctrl+O Allows you to Display a Godown.

V: Vch Types Ctrl+V Allows you to Display a Voucher Types.

Note: Category and Godown buttons are visible only if you opted for the same in F11: Features .

Display Multiple Stock Groups


1. Go to Gateway of Tally > Inventory Info. > Stock Groups > Display (under Multiple Stock Groups ).
2. Select the Stock Group from the List of Groups .

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

If you select Grade One from List of Groups , all the sub Groups related to Grade One will be displayed.

Button options in Multi Stock Group Display screen


Buttons Shortcut Keys Description & Use

F4: Parent Ctrl+F4 Allows you to select parent [Stock Group] from List of Group .

C:Category Ctrl+C Allows you to select Category from List of Categories .

I: Items Ctrl+I Allows you to select Stock Group from List of Groups .

O: Godown Ctrl+O Allows you to select Godowns from List of Godowns .

Note: Category and Godown buttons are visible only if you have opted for the same in F11: Features.
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