Frequently Asked Questions

To bulk update sale purchase price in item master in BUSY follow below steps:
Step 1: Firstly take latest backup of the data.
Step 2: Go to Administration menu and click on bulk updation submenu.
Step 3: Select Multiple item creation and modification then tick on modify existing master and select Name or Alias in key field.
Step 4: Click on select fields and select the required field along with item sale price and purchase price field then click on save.
Step 5: Now, Load the master and update the sale and purchase price in the required column and save the details. 

Yes, it is possible to copy the HSN codes in bulk from Excel into BUSY. To do this follow these steps:
Step 1: Open your company then go to administration menu.
Step 2: Select bulk updations and click on multiple item creation or modification.
Step 3: Tick on modify existing master and choose key field as name then click on select fields.
Step 4: Select the HSN code field then save. After that click on load master and select your required items.
Step 5: After loading the item you can copy HSN codes from the excel sheet in the HSN Code column.

Yes, you can create different voucher templates for different parties in BUSY by using these steps:
Step 1: Open your company then go to Administration tab.
Step 2: Select Bulk Updations and click on Set Voucher as Template.
Step 3: Select the voucher type such as Sales, Purchase, etc and click on Show Vouchers List.
Step 4: Enter the voucher series and date range then click on Show List.
Step 5: Select the required party's voucher of which you want to create template then press OK and mention the template name then save.
Step 6: Follow the same process for another party's vouchers.

In BUSY you can't create account master with same Name or Alias. However, if you want to merge two accounts, you can follow these steps: 
Take latest backup of your data before make any changes.
Step 1: Go to Administration menu and click on Bulk Updations.
Step 2: Select "Merge Masters" option and click on Accounts.
Step 3: Here you need to mention Source & Target Account and set Y if you want to Delete Source Account After Merging Data 
Step 4: Please note you cannot merge them if the source account has an opening balance in running financial year.

Yes, you can update the sale price of all the items at once in BUSY by using these steps:
Step 1: Take backup of your company.
Step 2: Open your company then go to administration menu.
Step 3: Click on bulk updations then select multiple item creation or modification.
Step 4: Tick on modify existing master and select the key field as name.
Step 5: Click on select fields and choose the required fields then save.
Step 6: After that click on load masters and select the required items then you can update the sales price in the relevant column then save.

Yes, there is a feature to bulk upload item master in BUSY by using Multiple Item Creation and Modification process, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Bulk updation menu.
Step 3: Select Multiple item creation and modification then tick on add new master or modify exiting master and select Name or Alias in key field in case of modify master.
Step 4: Click on select fields and select the required field and then click on save.
Step 5: Now, you can update item master in bulk.

To remove opening balances of accounts in bulk, you need to follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Select Bulk Updations and click on Multiple Account Creation / Modification.
Step 3: Tick on Modify Existing Masters and select Key Field as Name.
Step 4: Here, you will see opening balance column if not showing then you add it by click on Select Fields.
Step 5: Then, load masters and remove the amount showing in the opening balance column.
Note: Opening balance can be remove / edit only in the begining financial year of company.

To modify the item master through bulk update in BUSY, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation option.
Step 3: Choose the multiple item creation/modification then click on modify existing master then Key field as Name if you want to change alias or select Key field as Alias if you to change name.
Step 4: Here, click on Select Fields and choose the name or alias, item group field etc.
Step 5: Now, Load Master and update the changes in the relevant column then save.

To tag broker names in bulk in an account master, follow these steps:
Step 1: Salesman feature must be enabled from Account Tab and salesman name also created from Master tab.
Step 2: Now Go to administration section then click on Bulk updation menu
Step 3: Select Multiple account creation and modification.
Step 4: Click on select field and pick broker applicable and broker name field and then click on save tab.
Step 5: Now click on Load Masters and pick Account master as per required then mention applicability and broker name.
Note: Take the latest backup of data before any process.

To set up item numbers you can update in item alias field. You can also auto generate alias for existing items by using these steps:
Step 1: Open your company then go to Add-On tab.
Step 2: Click on Item Bar-Code Printing then click on Auto Generate Item Code / Alias.
Step 3: Select either All Items or Group of Items and can mention Prefix, Suffix and Starting Number then click on Generate Alias.
Note: Take backup of your data before running this process.
You can enter pricing information such as Sales Price, Purchase Price, etc in the Item Master.