Frequently Asked Questions

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

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.

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.

For Maintain stock in Multiple warehouse please follow these steps:
1. Go in Administration then Go in configuration 
2. Then Go in Features/options then inventory
3. Then enable multi Godown Inventory feature and save inventory tab
4. Then Go in administration then master 
5. Then Go in material centre and add material centre
6. For Add material centre mention name of material centre 
7. Then Group of material centre then stock account and save 
8. Add entry like sale or purchase and choose material centre
9. In stock Report show stock according to material centre

To tag Items under Fixed assets please follow below steps : 
Step 1: Go to Administration menu .
Step 2: And then select masters 
Step 3 : Select Item . 
Step 4: Then click on Add option . 
Step 5:  Add name of the Item and Alias.
Step 6 : add other relavant details .
Step 7 : Enable specify Salas  acc option and select actual account in the item . 
Step 8: This account Creted under Fixed asset group in Account Master. 
Step 9 : Save the Item master .