Creating Stock Category-1

Stock Category offers a parallel classification of stock items. Like stock Groups, classification is done based on similarity in behaviour.

For example,

Stock item	Sub Group	Main Group	Sub – Category	Main Category
Brand A	19″ TFT	Brand A	Grade One	TFT Monitor
Brand A	17″ CRT	Brand A	Grade One	CRT Monitor
Brand B	19″ TFT	Brand B	Grade Two	TFT Monitor
Brand B	17″ CRT	Brand B	Grade Two	CRT Monitor

The advantage of Categorizing items is that you can classify the stock items (based on functionality) together – across different stock groups which  enables you to obtain reports on alternatives or substitutes for a stock item.

You now have the details of TFT and CRT products, duly classified. You can also view the Monitor classification.

For enabling Stock Category option in the Inventory Info menu, press F11 > Inventory Features > Set Yes for Maintain Stock Categories.

Go to Gateway of Tally > Inventory Info. > Stock Category

Creating a Stock Category

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	Short Cut Keys	Description & Use
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+O	Allows you to Create a Godown
V: Vch Types	CTRL+V	Allows you to Create a Voucher Types

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

Creating 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:

Buttons	Short Cut Keys	Description and Use
F4: Parent	F4	Allows you to change the parent for all Categories.
G: Groups	CTRL+G	Allows you to Create a Multi Stock Group.
I: Items	CTRL+I	Allows you to Create a Multi Stock Item.
O: Godown	CTRL+O	Allows you to Create a Multi Godown