Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
Resolving errors when trying to add a new customer in BUSY and troubleshooting the problem?
To resolve errors when trying to add a new customer in BUSY, you can try the following troubleshooting steps:
1. Check if you have entered all the required information correctly, such as customer name, address, and contact details.
2. Make sure you have the necessary permissions to add new customers. Check your user settings and roles in the software.
3. Verify that there are no duplicate customer entries already in the system. Search for the customer's name or contact details to avoid duplication.
4. Restart the software and try adding the customer again. Sometimes, a simple restart can resolve temporary glitches.
5. If the error persists, contact BUSY's customer support for further assistance. Provide them with the specific error message or any other relevant details to help them troubleshoot the problem effectively.
If old sales records were made when the party was unregistered, how can the data be adjusted to reflect the new GST registration?
If old sales records were made when the party was unregistered, the data can be adjusted to reflect the new GST registration by updating the party details with the new GST registration number and then you need to create a new master of the same party with new changes , to create new master please follow below steps:
Step 1: Go to Administration menu and then selct masters tab.
Step 2: Click on the Account option and select add tab .
Step 3: Add relavant details and mention GST number in GSTIN column and select Type as a Registered.Make sure the duplicate Party name is not accepting in BUSY . Mention some prefix or sufix in the party name.
Step 4:Save the other details ans save the master. and use this newly created master in the next billing.
Where do I apply tax for the voucher?
If you want to correct tax categories in item master, 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 the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Please note to take latest Backup of your data before make any changes in your data.
. How do I correct issues in tax codes or categories in BUSY?
If you want to correct tax categories in item master, 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 the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Please note to take latest Backup of your data before make any changes in your data.
How do I specify party details like name and state in BUSY?
For adding name and state in new account master in BUSY you need to follow below given steps.
Step 1:Go to administration menu and select masters option.
Step 2:Then select account option and click on add option.
Step 3:After that add account window will open then you need to mention all neccessary details like name, account group, state etc.
Step 4:click on save button to create account in BUSY.
To update the name and state in existing account master need to follow below given steps.
Step 1:Go to administration menu and select masters option.
Step 2:Then select account option and click on modify option.
Step 3:After that modify account window will open then you can update the account name and state etc.
Step 4:Lastly click on save button to save the changes.
The client list is not showing in BUSY. What could be the reason and how can I get the client list to display?
Reasons why you are not able to see the client or customer list in BUSY
1.User permission: If you are logged in with the sub user in BUSY and you do not have the rights to view the list or modify the account masters in BUSY in that case you will not be able to view client list.
Steps to follow for resolving the problem
Step 1:Login company with the super user credentials and Go to adiministration menu.
Step 2:Then select users option and then select modify from it.
Step 3:Navigate to the right hand side you will find menu rights option.
Step 4:In the menu rights option you can give the rights to the user for view list of accounts.
Step 5:Lastly click on save button to save the user configuration.
How can I add or remove a product in the inventory list of BUSY?
1.To add a product in the inventory list, you have to create item master by following these steps:
Step 1: Go to the Administration section and click on the Master menu.
Step 2: Select the item option and click on Add tab
Step 3: Now, enter the required details of the item and save the master. Your master is now ready and will be displayed in the Inventory list.
2.To remove or delete the list in inventory list in BUSY, follow the below steps:
Step 1: Go to the Administration section and click on the Master menu.
Step 2: Select the item option and click on List tab
Step 3: After opening the item list, use the F8 shortcut on the item grid to delete the item from the list.
Note- If the item has already been used, it cannot be deleted.
How do I create and maintain item aliases in BUSY?
To create and maintain item aliases in BUSY, you can mention them while creating or modifying item master by using these steps:
Step 1: Open your company then go to Administration tab.
Step 2: Select Masters and click on Item.
Step 3: Click on Add and enter all the details such as Name, Alias, Group, Unit, etc then save.
Step 4: You can also modify the existing item and mention alias.
You can also update alias for items in bulk by using these steps:
Step 1: Open your company then go to Add-On tab.
Step 2: Click on Item Bar-Code Printing then click on Auto Generate Item Code / Alias.
Step 3: Select either All Items or Group of Items and can mention Prefix, Suffix and Starting Number then click on Generate Alias.
Note: Take backup of your data before running this process.
How to maintain party master details for GST compliance in BUSY?
To maintain Party master details for GST compliance in BUSY, you only need the party GST number. BUSY allows you to validate the GSTIN, check its status, and update other relevant details in the party account with just a single click.
To validate the GSTIN and update the party details in account, follow the below steps:
Step 1: Go to administration section then click on Master menu
Step 2: Now, Choose the Account option and click on modify tab
Step 3: After accessing the account master, enter the GST number of the party in the Party GSTIN field. Then, click on the Validate tab.
Step 4: Next, Verify the GSTIN status. It must be active.
Step 5: After Validate the GSTIN , click on update back and quit option to update the party details in its account master.
How can I customize sales types and tax rates in BUSY for my business needs?
To customize sales types in BUSY you need to follow some steps:
Step 1: Go to Administration and then click on Master.
Step 2: Now click on Sale type master and click on modify and then you can make changes as per you requirement and save the configuration.Even you can create new sale type instead modify sale type by click on Add option
To customize tax rate in BUSY you need to follow some steps:
Step 1: Go to Administration and then click on Master.
Step 2: Now click on Tax category master and click on modify and then you can make changes as per you requirement and save the configuration.Even you can create new Tax category instead modify Tax category by click on Add option
