Frequently Asked Questions

You need to follow below steps to update multiple invoices in BUSY 
 Step 1: Go to administraion and Bulk Updation.
 Step 2: Click on bulk voucher creation and modification.
 Step 3: After clicking on bulk voucher creation and modification select voucher type for Example-sales.
Step 4: After that select voucher...

In order to create a reccuring invoice for a client you have tp use voucher replication feature , you can follow these steps below:
Step 1: First post one voucher with all deatils for which you want to replicate.
Step 2: Go to administration
Step 3: Then go to bulk...

There are some steps to Create voucher in bulk -
 Step 1: Go to administraion and then Bulk Updation.
 Step 2: Click on bulk voucher creation and modification.
Step 3: After clicking on bulk voucher creation and modification select voucher required and after select voucher required click on configure for...

If you want to set up for recurring transactions in BUSY, you can use the feature of Voucher Replication. This feature allows you to post transactions automatically for a specific period of time. Let us understand ho it works in detail.
Step 1: Go to the Administration tab and click...

If you want to set up for recurring services in BUSY, you can use the feature of Voucher Replication. This feature allows you to post transactions automatically for a specific period of time. Let us understand how it works in detail.
Step 1: Go to the Administration tab and click...

To send invoices to your customers from BUSY but am unable to find the invoice template, you need to follow the below steps:
We have two options.
The first option is:
To send invoices, you need to follow the below steps:
Step 1: Go to the Transaction menu.
Step 2: Select the sales invoices, go to the modify option, and select the particular invoice that you want to send.
Step 3: Click Print and choose sales invoices. Here, you can select the invoice.
The second option is:
Step 1:Go to Printing.
Step 2:Select Print Utilities.
Step 3:Choose sales invoice documents.
Step 4:Click on Send Invoices.
To customise invoice templates, you need to follow the below steps:
Step 1: Go to Administration.
Step 2: Select Configuration.
Step 3: Choose invoice or document printing.
Step 4: Click Advanced.
Step 5: Select Sales Invoice as the document type.
Step 6: Customise the invoice templates as you require.
Step 7: If you are still unable to customise the invoice template, contact your local partner dealer at BUSY. They can provide chargeable support for this. If your local partner dealer cannot assist, consider contacting BUSY on a chargeable basis for further support.
These steps will allow you to customise your invoice format according to your needs.

To update item details like HSN codes in invoices uploaded to BUSY,you can follow below steps:
 Step 1: Open the transactions and click on transactions.
 Step 2: Open the voucher such as sale/purhase in modify mode.
 Step 3: Then select the item and press alt + M to modify the item master.
 Step 4: Then you can update or modify your HSN code regarding your item master.
 Another way to update your hsn codes in invoices uploaded to BUSY by following below mentioned steps:
 Step 1: Go to Administration then click on option bulk updation.
 Step 2: Under bulk updation click on multiple item creation modification option.
 Step 3: Select the modify existing master then select key field as Name or Alias
 Step 4: Then Click on Select fields and enter field as HSN Code and move to field selected then save it.
 Step 5: Then click on load master and then click show list of items.
 Step 6: Select All items and press OK.
 Step 7: Further all your masters will be loaded and then you can update your HSN code in the existing items.

To change the value of stock and zero out all the items in BUSY, please follow below steps:
Multiple Item Creation and Modification :
Step 1: Go to Administration menu and then Configuration option 
Step 2: And then select Bulk Updations tab and select Multiple Item Creation Modification
Step 4: Select either for New and Existing masters then Key Field should be name if alias is blank.
Step 5: Click on Select Filed tab then select the required field for Opening Stock.
Step 6: Load Masters and mention the Stock of each Item.
Step 7: Either can mention manually or can do copy paste from excel sheet.
Import Item Master from Excel :
Step 1: Go to Administration menu and then Data Export Import option 
Step 2: And then select Import Masters from MS Excel tab
Step 3: And then select Items and Either with both Masters New and Existing or with any one of them.
Step 4: Select the required field and excel column 
Step 5: Specify the Date from which price and discount to get in item master.
Step 6: Mention the Excel Sheet path and import it.

Currently, there is no functionality provided to merge or consolidate item units, although there is a feature available to merge accounts or the item master. 
 Further, You can change unit of item in bulk and here are the process:
 Step 1: Go to Administration Menu
 Step 2: Click on Bulk updation option 
 Step 3: Then clcik on Multiple Item creation/modififcation option 
 Step 4: Select Modify existing master and select Name in the Key Field Option 
 Step 5: Then click on Select Fields button and Select ITEM_MAIN_UNIT tehn clcik on Right side arrow and save the selecetd field by click on save button 
 Step 6: Then click on Load Masters button and select All Item or Item Group then click on Show list option 
 Step 7: Here, you can select all items by clcik on Select All option or you can select particular item then click on Ok button
 Step 8: Afterward, you can change Unit and click on save button to save the configuration

To change the item name from roll to coil globally in the software, follow these steps:
 Step 1:Ensure you have a recent data backup.
 Step 2:Go to the Administration section.
 Step 3:Select Merge Masters.
 Step 4:In the new window, choose the Source Item as roll.
 Step 5:Set the Target Item as coil.
 Step 6:If you no longer need the roll product, you can delete the source item after merging the data.
 Note (You are going to merge the data of two Items. If you continue, all the data of the Source Item will be merged into the data of the Target Item including opening balances.However this process will not affect the items in Order references.
 Please note that this operation can not be reversed back.
 If the current financial year is not same as the beginning financial year, then the data will not be merged for the source Item having any Opening Balances.)
 By following these steps, you can globally change the item name from roll to coil in the software.