Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How do I add a new customer and record customer payments in BUSY?
If you want to add New 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 Add.
Step 3: On the account master page, enter the required details such as Name, Group, Address, GSTIN, etc
If you want to record the payments received from 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 Transactions menu.
Step 2: Select Receipt and click on Add, fill all the required details such as Date, Voucher No. , amount, etc and save the voucher.
What is the process for adding email IDs to customer accounts in BUSY for billing purposes?
To modify existing customer accounts and add email IDs for billing in BUSY, follow these steps:
Step:1. Open BUSY and go to the Administration section.
Step:2. Select the account option.
Step:3. Click on the Modify option or use the shortcut key to modify customer details if you have created the shortcut for modify account masters.
Step:4. In the customer details form, locate the field for email ID.
Step:5. Enter the email ID for billing purposes.
Step:6. Save the changes.
Step:7. Repeat these steps for any other customer accounts you want to modify.
By following these steps, you can successfully modify existing customer accounts and add email IDs for billing in BUSY.
Is there an option to maintain two unit in an item master in BUSY?
Yes, You can maintain two unit in an item master by using alternative unit feature. you can follow the below steps:
Step 1: Go to Administration then Click on Configuration.
Step 2: Select Features and Options then choose Inventory tab.
Step 3: Enable the Alternate unit feature then click on Configure option of Alternate Unit.
Step 4: Tick on the option if you want to change Alt Qty and Conversion Factor during voucher entry and then save the configuration.
To configure alternative unit in item then follow these steps:
Step 1: Go to administration section then click on master and select item.
Step 2: Choose add tab then create the item and update the main unit and alternative unit with conversion factor then save it.
I want to add/delete material centers in BUSY. How can I do that?How to delete transport details entered in sales invoices in BUSY?
For add material centre please follow these steps:
1. Go in Administration then in master
2. Then Go in material centre and add
3. Specify name of material centre and mention group
4. Then tag stock account and metion address if it is different from company address and save
For delete material centre please follow these steps
1. Take backup of your data
2. If any material centre used in any voucher then you unable to delete material centre
3. Main store material centre you can't delete because it is pre-defined master
4. For any other material centre which was not used in vouchr Go in administration
5. Then Go in master then material centre and open in modify and click on delete
How do I attach HSN codes to my products?
To add or attach HSN codes with your products ,please follow below steps:
Step 1: Log into company and go to Administration menu .
Step 2: Select Masters tab and choose teh Item option.
Step 3: Click on the add tab and create the new master . Fill the all relavant details like name, unit, group ,tax category .
Step 4: Here you can see the option for put the HSN code . After putting HSN code you can validate it .
Step 5: Click on the save button to save the configuration.
Step 6: From the Masters option, you can find the "Bulk Update" menu to update existing HSN codes for multiple products, with the effective date mentioned.
I am unable to add new customers in BUSY. What should I do to fix this?
If you are unable to add new customers in BUSY, you can try the following steps to fix the issue:
Step 1. Check if you have the necessary permissions to add customers. Make sure your user account has the rights to create new customers.
Step 2. Verify that you are entering all the required information correctly. Ensure that you have filled in all the mandatory fields when adding a new customer.
Step 3. Check if there are any error messages or notifications displayed when you try to add a new customer. These messages can provide clues about the issue.
Step 4. Restart the BUSY and try adding the customer again. Sometimes, a simple restart can resolve temporary glitches.
Why are all my products showing as services when generating e-invoices? How to change this?
To change the product nature you can follow the steps.
Step 1. Take backup of the company
Step 2. After backup Open Company as super user
Step 3. Go to administration menu click
Step 4. Master click
Step 5. Item master click
Step 6. Modify click
Step 7. Select relevant Item master that you want to modify
Step 8. Select the tax category press Alt+M
Step 9. Check the type if it's under service then you have to modify the type or create a new tax category
Step 10. After this check the hsn code if it's for service then you have to change the hsn code.
How can I ensure there are no mistakes in my taxable value on the invoice?
To ensure there are no mistakes in your taxable value on the invoice in BUSY,please follow below steps:
Step 1: When creating your invoice in BUSY, ensure that you apply the correct tax rateso the items or services you're invoicing for.
Step 2: Look out for any additional charges or discounts that are applied before or after tax.
Step 3: These bill sundries can affect the taxable value on your invoice. Check that they're applied correctly.
Step 4: Select Proper ITC during the entry of purchase vouchers.
Step 5: Double-check all entries for accuracy. Make sure that the tax calculations, bill sundries, and ITC selections are all correct.
Step 6: Review the total taxable value on your invoice or purchase voucher.
I want to add/modify details in the Party Master screen. What steps should I follow?
To add or modify details in the Party Master screen, follow these steps:
1. Go to administration select masters
2. Then select account master
3. Open account Master screen in BUSY.
4. Select the party you want to add or modify details for.
5. Click on the Modify button to make changes to the existing details or click on the Add button to add new details.
6. Enter the required information such as name, address, contact details, GST number, etc.
7. Save the changes by clicking on the Save button.
8. The Party Master screen will be updated with the added or modified details for the selected party.
How can to allow only single Material Center in the Material Issue to Party Voucher?
To allow a single material centre in the Material Issue to Party Voucher entry, please followbelow steps:
Step 1: Log into Company and Go to Administration Menu.And then select Configuration option.
Step 2: Select Voucher Series configuration and you will choose the option of material issued to party .
Step 3: And then select the Voucher series and click on the master controls Button .
Step 4: Here you can find to see the option of Material center and choose Allow option and select the Material centre name from the dropdown Step 5: Save the Configuration. and if you going to select another material centre while entring the Voucher , the Warning message wll be popup.
