Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - inventory voucher entry
Why are some of my sale bills getting deducted or going missing after saving transactions?
If your sales bill are getting deducted or going missing after saving transactions, you need to check that vouche in modify, follow the below mentioned steps to check:
Step 1: Go to Transaction Menu
Step 2: Click on sales and then select Modify
Step 3: Enter the voucher number and check if that voucher is save then it will show here.
You can check the voucher in Cancel voucher list. To check the cancel voucher follow the below mentioned steps:
Step 1: Go to Display menu
Step 2: Click on Check list
Step 3: Click on Voucher numbering report
Step 4: Click on Cancel voucher numbers
How are sales orders generated from quotations in BUSY?
To generate sales orders from quotations in BUSY, you need to follow these steps:
Step 1: Create a quotation by entering the necessary details such as customer information, item details, and pricing.
Step 2: Save the quotation.
Step 3: Go to the Sales Ordervoucher under transaction menu and select "Add"
Step 4: In the Sales Order screen, select the customer for whom the quotation was created.
Step 5: Use F11 key on item grid to pick refrence of quotation in order
Step 6: Verify the details and make any necessary changes.
Step 7: Save the sales order.
By following these steps, you can generate sales orders from quotations in BUSY.
The sale to SEZ unit is picking up nil rated tax liability even though it should be zero rated. Why is this happening?
If sale is picking up nil rated on selecting sale type SEZ and you want turn in to zero rated
then please follow the given steps
Step 1: Go to administration menu
Step 2: Then master then sale type then modify.
Step 3: Then select sez sale type to modify it then it will open in modify mode.
Step 4: Then look for zero rated in the taxation type section and tick the radio buttonf of zero
rated then save after selecting required details.
Step 5: Then record sales transaction with this modified sale type to pick zero rated.
How can I update the exchange rates in BUSY?
If you want to update exchange rate then please follow the given steps
Step 1: Go to administration menu then master.
Step 2: Then currency conversion then modify if you want to change in the
existing one.
Step 3: For add new exchange rate click on add instead of modify and add the
new exchage rate w e f.
Step 4: For delete just open in modify mode and press F8 for delete. then
warning message will be shown click on yes if want to delete click on no
if do not want to delete.
What setup is required to start using BUSY inventory management features
No any additional feature is required to start BUSY Inventory management. By default it can be enabled.
But some of the important features if you required to maintain the inventory.
1. Material centre/ Ware house management
2. Serial number/Batch/Parameter/MRP etc. you can maintain the inventory with second level if required
3. You can manage the Inventory with order management, challan management, Quotation management, Invoice, BOM etc if required
4. Define the Minimum/Reorder/Maximum stock control settings
5. Post the transctions
6. Evaluate the neccessary report as per your needs. Some of the important reports are stock ledger, Stock status, Stock analysis, MIS etc.
How can I transfer goods from one material centre to another?
To transfer goods from one material centre to another in BUSY then process the following steps:
Note: Below steps will allow you to keep track of the movement of each item and ensure accurate inventory management.
Step 1: Go to transaction menu and select Stock transfer submenu.
Step 2: Then you will see three option add modify list Click on add option and mention required details such as series date and voucher number
Step 3: After that Select Material centres from where you want to transfer goods from one to another
Step 4: Now fill other required details and save the voucher.
I want to switch from item-wise tax to multi-rate tax in BUSY invoices. How can this be done?
To change the tax calculation from item-wise to multi-rate tax in BUSY, here are the steps to do this:
Step 1: Transaction
Step 2: For the new bill, select the sale type as L/GST MultiRate or I/GST MultiRate.
Step 3: For an already saved invoice, open the transaction in modify mode.
Step 4: Then change the sale type to L/GST MultiRate or I/GST MultiRate.
Step 5: Press the F4 key to apply tax to the bill.
Step 6: Save it.
For more clarification about tax calculations in the bill, you can check the tax summary located in the left corner of the screen in BUSY.
Can I share the delivery challan with the customer after generating it in BUSY Accounting Software?
Yes, you can share the delivery challan with the customer after generating it in BUSY, please follow below steps:
Step 1: To print an Challan from BUSY you need to open the Challan and click on the Print button or press ALT+P. Then, you need to select your format and printer driver and click on print.
Step 2: To email an Challan from BUSY , you need to open the Challan and click on the Email button or press ALT+M. Then, you need to select your format and enter the email id of the recipient and click on send.
I want to keep an item in inventory without invoicing it yet. How can I do this in the software?
If you want to increase the quantity of an item without entering a purchase bill in BUSY, you can use inventory vouchers such as stock journal or material received from party voucher. Here are the steps you need to follow:
Step 1: Go to the Transaction menu.
Step 2: Click on Stock Journal and then Add. If you want to enter a material received from party voucher, you can do it on the same voucher and then click on Add.
Both options will have the same effect, and your inventory will increase only by passing this entry.
How do I record discounts given to customers in BUSY sales invoices? The discount amount is not getting reflected.
To add discounts in BUSY sales invoices, you can apply them at either the entire bill level or the item level. For entire bill-level discounts, add them to the ledger. For item-level discounts, select the item and apply the discount. Ensure that the 'Discount' option is enabled to enable item-level discounts. Follow these steps:
1. Navigate to Administration.
2. Go to Configuration.
3. Select Inventory.
4. Enable the Discount option and set it as Simple or Compound.
5. Proceed to Voucher Series Configuration.
6. Enable the Discount entry field for the Sales series.
7. Save the changes. Now, the Item-level discount entry is enabled
