Frequently Asked Questions

To manage customers and vendors in BUSY, you can create account master in data and add their details such as name, address, contact information, and GST number, follow these steps for creating an account master:
Step 1: Go to Administration and click on the Masters tab.
Step 2: Click on Account option and then click on add to create a new account master.
Step 3: Add customer or vendor details such as account name, group, address, GST number, contact information etc.
Step 4: Now can add transactions and view reports in BUSY.

If you want to change credit period for customers 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 Account and click on modify and choose that account which you want to modify.
Step 3: On the account master page, you will see an option called "Credit Days for Sale". Here, you can enter the number of days that you allow your customers to pay for their purchases.

Yes, you can see the registered parties in BUSY by using these steps:
Step 1: Go to administration menu then select masters option.
Step 2: Select account option and click on list.
Step 3: Choose screen option then select standard format and can select either all accounts or group of accounts.
Step 4: Set Y on show GST details option then open the report and you will see all the parties with type of dealer column.
Step 5: You can filter on only registered dealer by clickick on filter button or press F7.

If you want to validate GST number and update in party master then you can follow the given steps:
 Step 1: Go to Administration Menu
 Step 2: Click on Masters option 
 Step 3: Go to the modify option and select particular party and open the master
 Step 4: Go to the GSTIN/UIN option
 Step 5: Mention GST Number and click on Validate GSTIN Online option 
 Step 6: After validate GSTIN click on Update and Quit option
 Step 7: click on Save option and update it

To Manage the Stock inventory in BUSY , You can to follow the below steps:
Step 1: Go to administration then click on master menu 
Step 2: Choose the item option and click on Add tab to create the item with relevant details like Item name, unit, Item group etc.
Step 3: After creating the item, you can record the stock using dual vouchers such as sales, purchase, sales return, and purchase return. Additionally, you can utilize pure inventory vouchers like challan, stock journal, and production voucher for stock adjustments.

If you want to set different parameters for each item then you can create the individual item group and configure for separate parameterized stock details configuration by follow the steps:
Step 1: Go to administration section then click on master menu
Step 2: Choose the item group option then select the add tab
Step 3: Now, create the item group as per need then select the use separate config. in parameterized stock details configuration.
Step 4: Afterward, click on configure tab and specify the required parameter value and save the configuration.

To update the units of an item in item master that already been used in transaction, follow these steps:
Step 1: Go to administration section then click masters menu
Step 2: Choose the item option then click on modify option
Step 3: After access the item master in modify mode, click on check unit change option then you will get a popup for unit change allowed.
Step 4: Now, Update the required unit and save the item master. The unit of item will change in item master along with existing voucher.

If you want to correct the name of masters such as Items, Accounts, etc in BUSY, you can follow these steps:
Step 1: Go to Administration and click on Masters.
Step 2: Choose the master that you want to rename, such as item, account, etc., and click on Modify.
Step 3: Pick the master name from the dropdown list that you want to change.
Step 4: In the master window, edit the name and save the changes.
Please note that you should take a backup of your data before making any changes.

To modify the party master for correct the invalid or inactive GSTIN in BUSY, you need to follow these steps:
 Step 1: Open your company then, go to the Administration tab and click on Masters.
 Step 2: Select Account and click on Modify. Choose the account for which you want to update GSTIN.
 Step 3: Enter the correct GST number on field of GSTIN and save changes. You can also validate the GST No.
 Make sure to take latest backup of your data before make any changes.

To modify the party master for correct the invalid or inactive GSTIN in BUSY, you need to follow these steps:
 Step 1: Open your company then, go to the Administration tab and click on Masters.
 Step 2: Select Account and click on Modify. Choose the account for which you want to update GSTIN.
 Step 3: Enter the correct GST number on field of GSTIN and save changes. You can also validate the GST No.
 Make sure to take latest backup of your data before make any changes.