How to Alter Item Units in Tally ERP 9
In the dynamic world of business, it is not uncommon for companies to find themselves in situations where they need to alter item units in their Tally ERP 9 system. Whether it’s due to changes in inventory management practices, new regulatory requirements, or simply for convenience, modifying item units can be a crucial task. In this article, we will guide you through the process of altering item units in Tally ERP 9, ensuring that your system remains up-to-date and efficient.
Understanding the Basics
Before diving into the process, it’s important to understand the basics of item units in Tally ERP 9. An item unit is a way to measure the quantity of an item, such as a kilogram, liter, or piece. It is essential for accurate inventory management and reporting. In Tally ERP 9, you can create multiple units of measure for an item, and the system will automatically convert between them.
Accessing the Item Master
To begin altering item units, you need to access the item master. Here’s how you can do it:
1. Open Tally ERP 9 and navigate to Gateway of Tally.
2. Select ‘Inventory Info’ from the list of options.
3. Choose ‘Item Master’ from the Inventory Info menu.
Locating the Item
Once you are in the item master, you will need to locate the item for which you want to alter the units. You can search for the item by name or by using the search filter provided.
Modifying the Item Units
Once you have found the item, follow these steps to modify the item units:
1. Select the item from the list.
2. Press ‘F12’ to go to the ‘Edit’ mode.
3. Navigate to the ‘Unit of Measure’ section.
4. You can add a new unit of measure by clicking on the ‘+’ button and entering the details.
5. To delete an existing unit of measure, select it and click on the ‘-‘ button.
6. Once you have made the necessary changes, press ‘Enter’ to save the item.
Converting Existing Stock
If you have already recorded stock in the old unit of measure, you will need to convert it to the new unit. Here’s how you can do it:
1. Go to Gateway of Tally.
2. Select ‘Inventory Info’ and then ‘Stock Summary’.
3. Choose the stock item you want to convert.
4. Press ‘F12’ to go to the ‘Edit’ mode.
5. Navigate to the ‘Unit of Measure’ section.
6. Enter the conversion factor between the old and new units.
7. Press ‘Enter’ to save the changes.
Conclusion
Altering item units in Tally ERP 9 is a straightforward process that can be completed in a few simple steps. By following the guidelines outlined in this article, you can ensure that your inventory management system remains accurate and up-to-date. Remember to convert existing stock when making changes to item units to avoid discrepancies in your records.
