Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How does BUSY software assist in managing inventory levels during production planning?
Here Is a steps to how BUSY software assists in managing inventory levels during production planning:
Step 1: In BUSY, keeps track of all inventory items, including raw materials, components, and finished goods, in real-time.
Step 2: It provides detailed inventory reports that show the current levels of each item in stock, including quantities on hand, on order, and in production.
Step 3: Minimum order Levels allows you to set minimum stock levels for each inventory item.
Step 4: Reorder level helps you in automatically generating purchase orders or production orders based on the reorder point.
I need help understanding how to do tax configuration in the software.
You can configure tax In Item master in BUSY by following the below mentioned steps
Step 1 : First go to administration
Step 2 : Then go to masters
Step 3 : Then select item option and add the item master if you wants to create a new item or otherwise select that item in modify if already created
Step 4 : Then define tax rate in tax category column in item master
Step 5 : Then it will apply tax in voucher as per tax rate define in your item
The app is showing the wrong item name how do I correct this in BUSY?
If the BUSY app is showing the wrong item name, then you need to correct the item name in BUSY data then proceed for cloud sync by following these steps:
Step 1: Open the company then go to administration section
Step 2: Choose the master menu and click on modify to access the required item master.
Step 3: Now, Correct the item name and save the master.
Step 4: Go to administration then click on the data export invoice.
Step 5: Choose the cloud sync then select the incremental upload option from cloud sync and complete the process.
Do we have any options where we can stop affecting the inventory in only one series?
In BUSY, we do not have an option to disable stock maintenance voucher series wise. You can use Do not maintain stock balance to prevent inventory updates on an item-wise basis by following these steps:
Step 1: Go to administration then click on Master menu
Step 2: Select the item master tab then click on ModiFinancial Year option
Step 3: Now, select the required item master and open in modiFinancial Year mode
Step 4: Next, Enable the Do not maintain stock balance option in order to stop effecting inventory for particular item and save the master.
Why am I only seeing one Sale type in BUSY when I have multiple?
If you see only one sale type may be they are delete by mistakes or remove through change company configuration.
You can create sale type by Default for create follow these steps:
1. Take data backup of your company
2. Open company and go in Administration
3. Then go in configuration then go in Features/option
4. Then go in Gst/vat and click on create Default Gst masters
5. Then click yes on create default gst master
6. Then click Ok show master created successfully
7. Click no on create separate series for gst and save tab
How can I change the allocation for a particular item in the item master?
To change the allocation for a particular item in the item master in BUSY, please follow below steps:
Step 1: Go to Administration option and then select Configuration tab
Step 2: And then select Features and Options tab and then select Inventory
Step 3: Click on Items pricing mode in Voucher option
Step 4: Select the Multiple Price List Option for Sae/Purchase.
Step 5: Open the Item Master and Specify the Price Category from A to Z.
Step 6: Either can fix the Category in party master and can select during voucher enrty.
Why are my changes to tax items not getting updated in the sales module during billing? What can cause this and how to resolve?
If changes are not getting updates in voucher entry then check your item master confirm all details that should be proper enter and resave the master and if it is about price and other details in Drop down then you can follow some steps:
Step 1: Take backup of your concern company.
Step 2: Now open your company and click on House Keeping.
Step 3: Now click on Regenerate Master Help File and tick on Item Only option and run the process and ensure the item during voucher entry.
I am unable to add or update new inventory items in the software. What steps should I follow to do this?
If you want to add or change Item 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 and click on Modify. Choose the item of which you want to change name.
Step 3: After open Item Master window you can edit and save changes.
Make sure to take latest backup of your data before make any changes. To do the same can follow these steps:
How do I export the Material Center to Google Sheets?
To export the Material Center to Google Sheets in BUSY,please follow below steps:
Step 1: Log into Company and Go to Administration Menu.
Step 2: And select the masters submenu and click on the material centre Option.
Step 3: After that click on the list option and and choose screen option on the given window. here you select All Mc's option.
Step 4 :Once list opened , click on the Export button or press ALT+E and select the format as Google Sheet Option . And Click on the Okay button to Export the list.
How to make changes in item master in BUSY?
To make changes in item master in BUSY you can follow below steps:
Step 1:Open the BUSY Accounitng Software on your system.
Step 2:Open the selected company.
Step 3:Go to administration then click masters then Please open the item that you want to modify, and then you can make any desired changes in the item master then save the master.
If you want to modify an item when entering a transaction, the shortcut key is Alt + M. After that, your item master will open,and you can make changes and save it.