Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
I need help setting up inventory accounts properly. What should I keep in mind?
When setting up inventory accounts in BUSY, there are a few things to keep in mind:
1. Define your inventory items: Clearly define and categorize your inventory items based on their type, such as raw materials, finished goods, or components.
2. Set up stock groups: Create stock groups to organize your inventory items based on common characteristics or categories.
3. Assign stock categories: Assign stock categories to your inventory items to further classify them based on attributes like size, color, or brand.
4. Configure stock valuation method: Choose the appropriate stock valuation method, such as FIFO (First-In-First-Out), LIFO (Last-In-First-Out), or Weighted Average, based on your business requirements and accounting practices.
5. Specify unit of measurement: Define the unit of measurement for each inventory item, such as pieces, kilograms, or liters, to accurately track quantities.
6. Set up pricing: Determine the pricing strategy for your inventory items, whether it's based on cost, market value, or a specific pricing formula.
How do I enable the Challan feature to generate a bill and show GST charges?
We have to enable the Challan feature and can generathe the voucher entry,Please follow below steps:
Step 1: Go to Administration menu and then select submenu Configuration
Step 2: After then select the Features and Options and click on the Inventory tab
Step 3: Here eyou can see option for Enable the Sale Challan Option then On Configuration can restrict as per your need.
Step 6: After saving inventory Confoguration go to Transaction menu.
Step 7: And select Material Issue to party voucher option and click on the Add tab.
Step 8: here you have fill all relavant details and select the Type in voucher as Sales Challan. And Save with all fill up details.
Step 9: While creating a Sales voucher select typoe as Against Challan and fill other details . at the Item Filling Press F11 to pick up the challan from the given window.
Step 10: All details are pickup from the challan and click on the save Button.
How to edit item group names and take backup before making changes?
If you want to change Item Group's Name in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: Select Item Group and click on Modify. Choose the item group of which you want to change name.
Step 3: After open Item Group Master window you can edit the Name and save changes.
Make sure to take latest backup of your data before make any changes. To do the same can follow these steps:
Step 1: Open BUSY and select "Backup Data" option from Company tab.
Step 2: choose the company that you want to backup.
Step 3: Enter your username and password if required and select the location where you want to save your backup file.
Step 4: Select the financial year that you want to backup, either All F.Y. or Selected F.Y. and click on the OK button to start the backup process.
Why my cash discount not show in discount ledger?
If the cash discount not show in the discount ledger then it may be that the account is not tagged.
If you are using item wise discount follow the below steps for tag account:
Step 1: Go to administration then go to master
Step 2: In master menu go to miscellaneous master and select discount structure
Step 3: Select discount structure and mention Y in account posting other than sale purchase account
Step 4: Then tag cash discount account in account head to post and click on save
If you charge discount in bill sundry follow the below step for tag account:
Step 1: Go to administration then go to master menu
Step 2: In master menu go to bill sundry option
Step 3: In bill sundry click on modify and select bill sundry
Step 4: Mention N in adjust in sale amount and take specify account here
Step 5: Now account head to post option highlight tag cash discount here and save bill sundry .
How do I enable batch wise configuration in the software?
To manage the Batch wise stock, Follow the steps given below
Step 1 : Go to Administration menu and the Configuration tab
Step 2 : And then select Features / Options menu
Step 4 : And click on the Inventory tab and enable Batch-wise Details feature, after enabling this feature, a configuration window appears. Here you can configure the options as per your needs
Step 5 : Go in Item masters and enable the Batch-wise Details option in the required Item masters.
Step 6 : When you add the Purchase Voucher, after selecting the item, a window appears for Batch wise stock details, here you can enter the details and Save.
Step 7 : When you add the Sales Voucher, after selecting the items, a window appears for Batch wise stock details, here you can select the batch number from the dropdown list and Save
Step 8 : To view the Batch wise stock report, go to Display, then Batch-wise Reports.
Editing pricing and other details at the item level in BUSY step-by-step guide.
Editing pricing and other details at the item level in BUSY involves updating individual product or service information. Here's a step-by-step guide on how to do this:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the Pice or rate for. This will open the item details window where you can see a field named sales price ,purchase price, MRP . You can change the price from there by selecting a different price category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Please note to take latest Backup of your data before make any changes in your data.
Can I see the negative balance of a zero stock item? If yes, how?
Here are the steps to check the Negative stock balance of a zero stock item from the Stock Status Report or Check Negative Stock report in BUSY :
Step 1: Log into BUSY and Open the Company .
Step 2: Look for the Display Menu option.
Step 3: In the Display Menu,Inventory Summary report.
Step 4: Once you are in the Inventory Summary, you will see options to choose a Check Negative Stock Report.
Step 5: Select the one option from the report to be generated for window.
Step 6: After selecting the date range, the report will show you the negative stock status of the item .
Step 7:Or you can choose the Stock Status report from the Display menu. Once you're in the Stock Status report, you can apply filters to see negative stock. Filters could include things like sorting by HSN code or arranging items alphabetically.
Step 8: Look for items that show negative stock in the report.
When I enter the vendor invoice for freight, the value is getting added to the base value. I only want to show the vendor freight invoice value separately. What should I do?
For showing Freight value separately you can create new bill sundry or modify existing one if do not use in any voucher.
For modify bill sundry please follow these steps:
1. Take backup of your current data
2. Open company then go in administration
3. Then Go in master then go in bill sundry
4. Then Go in modify and select Freight bill sundry
5. Adjust in sale amount No and specify freight account
6. post over and above yes
7. Adjust in purchase amount No and specify freight account
8. Post over and above yes and save
For create new bill sundry Please follow these steps:
1. Go in master then go in bill sundry
2. click on add mention name,Bill sundry nature and type
3. Tag account in adjust for sale and purchase
4. post over and above yes and save
I am unable to separate the freight charges from the base value in the invoices. The software is clubbing it together. What should I do to enter freight charges distinctly?
For showing Freight value separately you can create new bill sundry or modify existing one if do not use in any voucher.
For modify bill sundry please follow these steps:
1. Take backup of your current data
2. Open company then go in administration
3. Then Go in master then go in bill sundry
4. Then Go in modify and select Freight bill sundry
5. Adjust in sale amount No and specify freight account
6. post over and above yes
7. Adjust in purchase amount No and specify freight account
8. Post over and above yes and save
For create new bill sundry Please follow these steps:
1. Go in master then go in bill sundry
2. click on add mention name,Bill sundry nature and type
3. Tag account in adjust for sale and purchase
4. post over and above yes and save
I want the freight invoice value to be shown distinctly from the base value. But the software is automatically combining it. What should I do?
For showing Freight value separately you can create new bill sundry or modify existing one if do not use in any voucher.
For modify bill sundry please follow these steps:
1. Take backup of your current data
2. Open company then go in administration
3. Then Go in master then go in bill sundry
4. Then Go in modify and select Freight bill sundry
5. Adjust in sale amount No and specify freight account
6. post over and above yes
7. Adjust in purchase amount No and specify freight account
8. Post over and above yes and save
For create new bill sundry Please follow these steps:
1. Go in master then go in bill sundry
2. click on add mention name,Bill sundry nature and type
3. Tag account in adjust for sale and purchase
4. post over and above yes and save
