Frequently Asked Questions

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. 

To check if your ledgers are defined correctly in BUSY, you should look for the following steps:
 Step 1: Account Name: Make sure that the ledger name matches the one registered on the GST portal (if you are a registered dealer).
 Step 2: Account Group: Make sure that the ledger is assigned to the correct account group, such as debtors, creditors, etc.
 Step 3: Opening Balance: If there is any opening balance in the ledger, make sure that it is entered correctly with the right debit or credit type.
 Step 4: Dealer Type: Make sure that the ledger reflects the correct dealer type, such as registered, unregistered, etc.
 Step 5: GST Number: If the dealer type is registered, make sure that the GST number is entered correctly in the GSTIN field. You can also validate the GST number.
 Step 6: State & Country: Make sure that the ledger has the correct country and state information.

In BUSY, You can charge the tax on freight either as an Item level or at voucher level.
Pls follow the below steps for Freight charges as an item for purchase voucher :
Step 1: Click on Administration and then masters
Step 2: Then Item  and add it by name Freight Charges
Step 3: In the left side, mention the freight charges account under specify purchase account 
Step 4: On the Right bottom, enable the option dont maintain stock balance and save it.
Pls follow the below steps for Freight charge as bill sundry :
Step 1: Click on Administration and then masters
Step 2: Then bill sundry and add by the service charge and select the bill sundry type as addictive and nature as others
Step 3: Then In left bottom, Accounting in purchase then enable the affect accounting and the adjust in the purchase amount then tag the freight charges account in the option account head to post and save it.

If you unable to view the tax rate as 12% for your bundled solar power system product in BUSY 
 Then Check in drop down that the 12% tax category is showing or not, if not then you can create the tax category. 
 To create the tax category then you can follow the steps. 
 Step 1 : Go to administration menu then enter 
 Step 2 : Go to master then enter 
 Step 3 : Go to tax category option then enter you will get three option add, modify, list. 
 Step 4 : Go to add then tax category details window will appear. 
 Step 5 : In that mention tax category name, in type field choose goods or service based on your item category , specify rate of tax in gst rate info. 
 Step 6 : After completing this process save the master. 
 Your tax category is created.

If you want to see current stock of an item in dropdown menu please follow below steps:
Step 1: Take a backup of your data then Go to administration menu then click on configuration submenu
Step 2: Click on masters configuration and select master type as item 
Step 3: After that you will see the master dropdown list configuration at the rop right
Step 4: Select number of additional fields in dropdown as 2 or 3 as required
Step 5: Specify name of field as current stock and width accordingly and save the changes
Step 6: Afterwards go to house keeping menu and run regenerate master help files 
Step 7: Go to transactions menu and click on voucher such as sale,purchase etc and then click on add button 
Step 8: After that specify necessary details such as series,voucher number,date and party name etc
Step 9: Click on item grid and check you will see the current stock in dropdown menu

Yes, you can add multiple units for an item in the item master such as main unit, alternate unit and packaging unit. To know how to enable this follow the below steps:
Step 1: Open your company then go to administration menu then click on configuration sub menu.
Step 2: Select features and options then click on inventory tab.
Step 3: Here, tick on alternate unit of items and packaging unit of items options to enable it then configure it as required.
Step 4: You need to create new items to define main, alternat unit and packaging uni. Which items are used in any transactions in them can not define different alternate unit and packaging unit.
Step 5: To create new items with alternate unit go back to administration menu then select masters.
Step 6: Select item then click on add and enter all the necessary details such as name, group, main unit, alternate unit, packaging unit etc and save.

To set up auto-switching of GST rates in BUSY based on selling price thresholds e.g., 5% for prices below 1000 and 12% for prices above 1000, follow these steps:
 Step 1:Go to administration.
 Step 2:Select masters.
 Step 3:Choose Tax category and click on add.
 Step 4:Name the Tax category e.g., GST 5% to GST 12% and select the type as Goods.
 Step 5:Enter Tax rate IGST 5%, and the software will auto-fill CGST & SGST at 2.5% each.
 Step 6:Click on change tax rate on the basis of price and set it as Y.
 Step 7:Select nett. price (sales price) is greater than 1000.
 Step 8:Set Tax rate IGST 12%, and the software will auto-fill CGST & SGST at 5% each.
 Step 9:Save this tax category.
 Now, when making transactions, you can select this tax category in the item master, and the software will auto-switch GST rates based on the set thresholds.

Here are the some steps to view quickly filter items from a specific material center in the Material Receive from Party Vouchers list:
Step 1:  Go to Transaction menu and select Mat.Receive from party  voucher type from submenu.
Step 2:  Click on List Option.And choose Screen option on showing window . 
Step 3: In the window , You will see the multiple options to set date , party,  Item. Here you will be see the option for Show material centre Name to enabled it set it Y . And click on the Ok Button to view the report. 
Step 4: Once the report will be opened , click on the F7 key or Filter button top from the report . 
Step 5: Here now select the filter on filed as material Centre and set the operator and filter type . And Save the configuration. report will be open as applied filter. 

To check the serial numbers are in sequence without missing any numbers in BUSY,please follow the below steps:  
Step 1: Log into BUSY and Open the Company . 
Step 2: Look for the Display Menu option.
Step 3: In the Display Menu,select Batch and Serial Number and param wise reports.
Step 4: Once you are in the Batch and Serial Number and param wise reports., you will see options to choose a Item Serial number stock Report.
Step 5: Select the one option from the report to be generated for window. 
Step 6: After you have chosen the date , you will find an option Show Zero Stock Items Serial Number. To activate this option, simply set it to Y and then click on the Okay button to generate the report. This will include sequence wise  items with zero stock in the report you're creating.You need too identify the missing serial numbers Item details. 

To add a new customer/vendor in BUSY, you can follow these steps: 
 Step 1: Go to the Administration Menu and click on Masters 
 Step 2: Select Accounts and Click on Add. 
 Step 3: Enter Required Information such as name, address, contact details, and any other relevant details. 
 Step 4: Choose the appropriate Group for the new entry, such as Sundry Debtors for customers or Sundry Creditors for vendors. 
 Step 5: Select Type or Dealer and GST No. if you want to confirm GST No. click on Validate GSTIN online option. 
 Step 6: Save the information by clicking on the Save. 
 Step 7: These steps should help you add a new customer or vendor in BUSY. Be sure to fill in all the necessary details accurately and choose the appropriate options, such as the account group and GST information, as needed for your specific accounting requirements.