There are several options in Tally to monitor income from stock you sell, expenditure on stock you purchase, and an overall valuation of the stock you hold.

Income by Sales Type/Product

The Income by Sales Type or Income by Product report detail the amount of money that you’ve received from your Sales Types or Products.  Access these reports by going to Tools & Reports > Income Reports > Income by Sales Type / Income by Product.

• Start Date – Use this to set the date from which invoices should be included.
• End Date – Use this to set the date from which to stop including invoices.
• Invoices – Use this to select paid invoices only, or all invoices that have been issued.

When you’re ready, click the Re-Run Report button.  A breakdown of how much each sales type/product has made you is displayed as a pie chart.  For a detailed break down click the Download to CSV button.  This will detail:

• Invoice Date/Payment Date.
• Nominal Code.
• Sales Type/Product Name.
• Invoice Number.
• Line Item Description.
• Customer Code.
• Customer Name.
• Quantity.
• Sale Amount (ex. VAT).

Expenditure by Outgoing Type/Sub-Outgoing Type

The Expenditure by Outgoing Type or Expenditure by Sub-Outgoing Type report detail the amount of money that you’ve spent on your Outgoing Types or Sub-Outgoing Types purchases.  Access these reports by going to Tools & Reports > Expenditure Reports > Expenditure by Outgoing Type / Expenditure by Sub-Outgoing Types.

• Start Date – Use this to set the date from which purchases should be included.
• End Date – Use this to set the date from which to stop including purchases.
• Invoices – Use this to select paid purchases only, or all purchases that have been issued.

When you’re ready, click the Re-Run Report button.  A breakdown of how much each Outgoing Type/Sub-Outgoing Type has made you is displayed as a pie chart.  For a detailed break down click the Download to CSV button.  This will detail:

• Receipt Date/Payment Date.
• Nominal Code.
• Outgoing Type.
• Name.
• Purchase Number.
• Line Item Description.
• Supplier Code.
• Supplier Name.
• Purchase Amount (ex. VAT).

Stock Overview Report

The stock overview report can be used to give you a valuation of stock you currently hold, Access it by going to Tools & Reports > General Reports > Stock Overview Report.  Use the tick boxes to decide to include:

• Orders Only – Only show the items that you have yet to get delivered and the value of these.
• Alerts Only – Only include items that is below your Stock Alert level set in the manage stock levels settings (red and orange coloured alerts).
• None Ticked – If no boxes are ticked then you will see all your current stock and its value.

When you’re ready, click the Download Report button.  The report that’s downloaded will detail the following:

• Nominal Code of the Sales Type/Sales Type that contains the product.
• Nominal Name of the Sales Type/Sales Type that contains the product.
• Product Code if one is set for the product.
• Product Name.
• Product Description.
• Product Price excluding VAT.
• Quantity you currently have in stock.
• Value of the stock (Quantity you currently hold x Product Price).
• Pending Deliveries.
• Alert level that you’ve set for this product/sales type.