Frequently Asked Questions

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.

Yes, to adjust invoices credit notes , please follow below steps: 
Step 1:  Go to the Transactions menu.
Step 2: For goods return from customer, select Sales Return ( Cr. Note). 
Step 3: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., original voucher no., etc.
Step 4: To adjust the rate difference in sale, you can use  Cr. Note(w/o Items).
Step 5: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.

To set up different units of measure for inventory item in BUSY, You may follow below steps: 
 Step 1: Go in administration. 
 Step 2: Select masters. 
 Step 3: Then go in unit. 
 Step 4: Click on add new and create as per your requirement. 
 Step 5: Save after create and set it in item master. 
 Step 6: Also can create through , Go in item master. 
 Step 7: In the option of unit press F3 and create unit. 
 Step 8: Save and proceed.

To enable item pricing in drop down, follow these steps:
1. Go to Administration and click on configuration tab.
2. Click on Master Configuration and select the item in master type.
3. Set no. of additional fields in drop down, you can add a maximum of three fields.
4. Choose the field name such as item sale price, purchase price, or MRP as needed, and save the configuration. Subsequently, a window will appear prompting you to regenerate the master help file, click on yes and run this process.
Note: Take the latest backup before any process.

To change item category from service to goods then please follow the given steps :
 Note : Take latest backup of the company
 Step 1: Go to Administration Menu 
 Step 2: Click on Masters option 
 Step 3: Then click on Item 
 Step 4: Then click on modify option and open item master in modify mode 
 Step 5: Then select tax category as Gst 18% instead of service 18% 
 Step 6: Then mention HSN code as related to goods if needed then save the masters

You can change the primary or main unit of item but there is no provision to change Alt. unit of item.
Note : Take latest backup of the data
Further, You can Follow the steps for change Main or primary unit of item:
Step 1: Go to Administration Menu
Step 2: Click on Masters 
Step 3: Then click on Item master 
Step 4: Then click on Modify option and open the item master then click on Check Unit Change and change the main unit 
Step 5: Then save the changes by click on save button

To add account group , please follow below steps: 
Step 1: go to the Administration tab on the top menu bar and click on Masters.
Step 2: Select Account Group option and click on Add.
Step 3: Enter your account group name and set Primary Group as N. Then, select the main expense group name from the drop-down list, such as Expenses (Direct/Mfg.) or Expenses (Indirect/Admn.). Click on Save. 
Step 4: Now, when you create an expense master, you can select the account group that you have created and categorize your expense accordingly.

To enter new vendor or customer records into the system, you need to follow some steps :
Step 1: Go to the Administration and then click on Masters.
Step 2: Now click on Account and then click on Add option.
Step 3: Now fill in the required details such as name, address, contact information, and any other relevant information.You can also press F4 and enter GSTIN and click on Validate option and update all details in master with this option all details will be fill automactically as per GST Portal details for that party.

when updated the specify sale and purchase acc item master in BUSY, you need to done regenrate dual vouchers, for this option follow these steps:
Step 1: GO to housekeeping menu
Step 2: Click on regenerate dual vouchers option.
Step 3: then Mark option you can proceed i have an latest backup and click on ok option.
Step 4: Then mark option of item and enter name of item 
Step 5: Then click on Ok option
Step 6: After complete the process of regenerate dual vouchers and then check that item effect the accounts balances

If you are unable to save the changes after update the required details in the pary masters then you need to check the below points :
1. Check that user have the proper rights to modify the masters, or you can try to modify with the Super User.
2. Check if there is any run time error appearing during master modification 
3. If it shows any error message then you need to run reindex database from the housekeeping menu.
4. If the error still persist then share the data with us on support@busy.in