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How to generate Location / Godown Summary? @ Tally.ERP9

Query

How to generate Location / Godown Summary?

Answer

The Godown/Location Summary statement shows the stock summary at different godowns/locations. While the main Stock Summary shows the stock position for the entire company on a given date, the Godown/Location Summary is a statement of stock-in-hand at each location on a particular date.

As with all Tally.ERP 9 statements, it is updated with every transaction so that it provides current stock position for any godown/location at any time. This statement can be drilled down and configured to view different details. It is also possible to view the total stock flow for each location in a single report.

Simple

To view the Godown/ Location Summary Report: Go to Gateway of Tally > Display > Statements of Inventory > Godowns > Primary

  • Press Alt + F1 for a detailed view.

The Godown Summary screen is displayed as shown

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To go to individual Godown Summary, press Enter on the required Godown, the screen will appear as shown :
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Advanced

F12: Configuration in Location/Godown Summary

Configurations will enable the user to view the report according to the requirements.

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The Configuration settings Show Quantities, Show Rates, Show Values, Show Opening Balance are self explanatory.

Show goods inwards

By default this option will be set to ‘No’, when it is set ‘Yes’, it will display the all ‘Inward’ details, like inward quantities, inward rate and inward value.

Show goods outwards

By default this option will be set to ‘No’, when it is set ‘Yes’, it will display the all ‘Outward’ details, like outward quantities, outward rate and outward value.

Show Closing balance

By default this option will be set to ‘Yes’. It will display closing quantity, rate and value. Closing Quantity = Opening quantity + Inward Quantity – Outward Quantity Closing Rate = Closing Value / Closing Quantity Closing Value = The Closing Stock Value will be based on the Costing Method adopted for each item.

Show Opening Balance

By default this option will be set to ‘No’, when it is set ‘Yes’, it will display the Opening Balance given in the stock item master screen.

Show All Items (incl. zero balances)

By default this option will be set to ‘No’, when it is set ‘Yes’, it will display the zero balance items also (stock item transacted for the particular godown will be displayed. Non -transacted stock item will not be displayed).

Show Consumption & Gross Profits

By default this option will be set to ‘No’. Pressing F7: Show Profit in the button bar or enabling this option in F12: Configuration will display gross profit / loss of the particular godown selected.

Show using Alternate Units By default this option will be set to ‘No’. By setting this option to ‘Yes’, it will display the Alternate Units information, if stock item is created with the Alternate units

Show Tail Units of Compound Units By default this option will be set to ‘No’. By setting this option to ‘Yes’, it will display the Compound Units information, if stock item is created with the Compound units

Appearance of Stock Item Names You can to select the different display name styles for the stock item. By default it will display the Name Style which is selected in the F12: General Configuration under ‘Style of Names’.

Appearance of Names You can select the different display name style other than stock items (for ex: Stock Group). By default it will display the Name Style which is selected in the F12: General Configuration under ‘Style of Names’.

Scale Factor of Values You can view the report with different scale factors.

Sorting Method You can view the report ‘Alphabetical’ or ‘Amount-Wise’ or ‘Quantity –Wise’ or ‘Rate-Wise’ increasing / decreasing.

Expand all levels in Detailed Format You can view the report in detailed mode. It will display the ‘Sub-Groups’, ‘Stock item’, ‘Batches’ and ‘Godown’ details.

Button Options in Godown Summary

F4: Godown Navigation to other godown from the same report is possible.

F6: Monthly This report will display the monthly wise movement of the stock item for the particular godown.

F7: Show Profit Godown wise stock item profitability will be displayed.

C: New Column You can view the report of various godowns in the single screen. In the column details screen under ‘Name of Godown’ select the required godown, ‘New Column’ will be displayed in the existing screen along the godown selected earlier.

A : Alter Column If you like to alter the existing godown display and like to view the report of other godown, ‘Alter Column’ can be selected

N : Auto Column

This option will enable you to view the report Weekly, Fortnightly, Monthly, Yearly, etc, of all godowns.

To view Stock summary from the above Godown Summary, press Enter on any of the Stock Group / Stock Items, the Stock Summary report will appear as shown :

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Button Options

 

F4: Godown Navigation to other godown from the same report is possible

F5: Item Wise If any of the stock items is created with Stock Group / Sub- Stock Group, then from the same report you will be allowed to view the item wise report.

F6: Monthly This report will display the monthly wise movement of the stock item for the particular godown.

F7: Show Profit Godownwise stock item profitability will be displayed.

F7: Orders You will be able to view ‘Nett Stock’, ‘Purchase Orders Outstanding’, ‘Saleable Stock ‘, ‘Sales Orders Outstanding’ and ‘Stock-In-Hand’ for the stock item select based on the particular ‘Godown’.

C: New Column You can view the report of various godowns in the single screen. In the column details screen under ‘Name of Godown’ select the required godown, ‘New Column’ will be displayed in the existing screen along the godown selected earlier.

A : Alter Column If you like to alter the existing godown display and like to view the report of other godown, ‘Alter Column’ can be selected

N : Auto Column This option will enable you to view the report Weekly, Fortnightly, Monthly, Yearly, etc, of all godowns.

 
 
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