Frequently Asked Questions

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.

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.

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.

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.

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.

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

To copy customer address from one firm to another firm then follow the given steps :
 Step 1: Open both company at a same time 
 Step 2: Then go to first company in which you want to copy customer address 
 Step 3: Then go to administration menu 
 Step 4: Click on Master option 
 Step 5: Then click on Modify button 
 Step 6: Open account master in modify mode and copy address of the party or customer
 Step 7: Then go to second company 
 Step 8: then open party master where you want to mention same address 
 Step 9: Then press Cntrl+V and paste address in the respective field
 Step 10: Then click on save button to save the master after mentioned all neccessary details

To check the number of unregistered creditors in BUSY, follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select masters then click on list and choose screen.
Step 3: Select standard format then click on group of accounts and enter the group name as sundry creditors and set Y on show gst details.
Step 4: After opening the report you will see type of dealer column in which both registered and unregistered shows so you need to filter on that column by pressing F7 or click on filter button.
Step 5: Select field type of dealer, equals sign in operater and in value type unregistered then click on filter button.
Step 6: After that you will see only unregistered creditors and you will also see the numbers of counts.

To add the product/service in BUSY you can follow the Steps. 
 Step 1. Open BUSY Software 
 Step 2. Open company 
 Step 3. Go to Administration menu click 
 Step 4. Master click 
 Step 5. Item click 
 Step 6. Click on add 
 Step 7. Then mention product/service name, unit and other detail. 
 Step 8. Then save the master. 
 To edit or modify the product/service you can follow the steps. 
 Step 1. Go to Administration menu click 
 Step 2. Master click 
 Step 3. Item click 
 Step 4. click on modify 
 Step 5 Then search item master to modify then click 
 Step 6. now you can edit the product/service. 
 And through function key f8 you can delete or remove it.

Yes, you can add the optional fields for item master also. To add the optional fields you need to follow below given steps
 Step 1: Take a latest backup of the company in which you want to add optional fields in item.
 Step 2: Go to administration menu and select configuration option.
 Step 3: select master configuration option and in next window of master configuration select master type from dropdown as item.
 Step 4: Now navigate to top left side of the window and mention no of optional fields required and also name them.
 Step 5: Make sure to click on save button to save the configuration.
 Step 6: Now from masters menu go to item option and click on add or modify option to check optional field showing or not.