Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How do I add new customers or suppliers in BUSY?
To add new customers or suppliers in BUSY, follow these steps:
Step 1: Open your company then go to the Administration menu.
Step 2: Select Masters and choose Account option then click on add.
Step 3: Enter the Account name, group,state and type of dealer etc.
Step 4: After entering details save the account master by clicking on save button or using F2 shortcut Key.
Can I import item groups in BUSY through excel?
No, you cannot import item group master from excel in BUSY. Further, you have to create item groups manual in BUSY by follow these steps:
Step 1: Go to administration section then click on master.
Step 2: Choose item group then click on add to create the item group master.
Step 3: Specify the item name along with other details and save the master.
Does BUSY have the option to update account's details?
Yes, In BUSY you can update account's details by following these steps:
Step 1: Take backup of your company.
Step 2: Open your company then go to administration menu and select masters.
Step 3: Select account option then click on modify and choose the account of which details you want to update.
Step 4: After opening it update the necesary details then save the changes.
How do I create a group for my parties/customers?
To create an account group for your parties or customers in BUSY, you need to follow these steps:
Step 1: Go to Administration then click on Masters.
Step 2: Select Account Group and click to Add.
Step 3: Enter the name of group and you need to set N on Primary Group.
Step 4: Specify Sundry Debtors / Creditors in Under Group field then save.
How do I create a service item in BUSY?
For the Create Service item in BUSY, see the following step:
Step 1: Go to Administration and click on Master.
Step 2 Select the item, then click on add.
Step 3: in the name field, feed item name, and group
Step 4 The unit filed should be N.A., then select the tax category and other relevant details.
Step 5: click on Save for Save Item Master
How do I add more item details in BUSY
If you want to add new Items 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 Item and click on Add.
Step 3: Enter all the necessary details such as Name, Group, Unit, Hsn Code, Tax Rate, etc and save.
How do I search for items in the software?
Here are some steps to search ITEMS in the BUSY :
Step 1: Go to Administration.
Step 2: Click on Masters.
Step 3: Choose Item.
Step 4: Select List.
Step 5: Select the Item name from the list .
Step 6 : On the main page of BUSY you can find Search Menu Button . You can use this option to search Item .
How do I create a party in BUSY
Party refers to Account Master in BUSY.
To Create Party/Account Master in BUSY follow below Steps.
Step 1: Click on Administration
Step 2: Click on Masters
Step 3: Click on Accounts
Step 4: Click on Add
Step 5: Write Name of Supplier
Step 6: Select Group from Dropdown List
Step 7: Fill Other Required Details, i.e. GST Details, Contact Details, Bill by Bill Details etc
Step 8: Click on Save
How do I create an item in BUSY?
To create new item ypu can follow the below mentioned steps:
Step 1: Go to Administration menu then click on masters option.
Step 2: Click on item option then click on add option.
Step 3: Fill the required details of item like name, alias, tax category, HSN code etc.
Step 4: Now save the master by clicking on save button and check in the list.
How do I Add items in BUSY?
If you want to add new Items 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 Item and click on Add.
Step 3: Enter all the necessary details such as Name, Group, Unit, Hsn Code, Tax Rate, etc and save.