Frequently Asked Questions

To allocate the cost of products branch wise, you should follow these steps:
Step 1: Set up a separate material center for each branch and maintain the stock valuation based on the material center.
Step 2: Create a different Expense or Income head for each branch and record the transactions accordingly.
To transfer stock between branches, you can use the “Stock Transfer” voucher. Just choose the Material centre that matches the branch. This works if you are using the multi branch feature. 
However, if you are using the Head office & Branch office feature, you cannot transfer stock directly from one branch to another. You have to first transfer stock from the branch office to the head office, and then from the head office to another branch office.

If you're using Head office and Branch office configuration in your BUSY, and you're facing
differences in the opening balances in the account master of Delhi and Mumbai, then you can
follow the steps given below:
Step 1: Firstly, you need to enable "Maintain Branch wise opening balance" from all account
masters from the previous year.
Step 2: Then, go to the Administration menu, click on the Bulk Updation option, and select 
the master synchronization option. Run it for all accounts. After that, run the update master balances from the Housekeeping menu.
Step 3: Then, come to the next year with carry forward balances "yes" with new and changed
masters.
Step 4: After that, all master's opening balances branch-wise (i.e., Delhi and Mumbai) will fall
accordingly in that branch only.

To maintain five state data separately, you can maintain branch by follow these steps:
Step 1: Go to Administration and click on configuration. 
Step 2: Select Features / Options and click on Enterprises Features. 
Step 3: Set Y on Enable Multi Branch Details and click on Branch Details. 
Step 4: Click on Add Branch Master and enter the Branch name and can create Voucher Series Group , User & Material Center.
Step 5: Enter all other the necessary details such as address, GST details, etc and save.
Step 6: Now, if you want to work in other branch then login with respected branch user and can work in it.
For more clarification you can go through our help document and video tutorial available with feature.

To set up your users and access rights for different branches in BUSY, you can follow these steps: 
 Step 1: Open your company with Super / Admin User. 
 Step 2: Go to Administration tab and click on Users. 
 Step 3: Here, you can Add new users or Modify the existing users.
 Step 4: On User page set Y on "Specify Branch for this User" and select the branch from dropdown list and set other permissions as required and save.
 Step 5: When you set up Data Synchronization for a branch in the Head Office, you can also choose the rights for Data Creation / Modification.
 Please Note: Take latest backup of your data before make any changes.

If you want to add a new branch to an existing Head Office Set up in BUSY, you can follow these steps:
Step 1: Go to Administration and click on configuration. 
Step 2: Select Features / Options and click on Enterprises Features. 
Step 3: Click on Branch Details.
Step 4: Click on "Add Branch Master" and enter the Branch name and can create Voucher Series Group , User & Material Center.
Step 5: Enter all other the necessary details such as address, GST details, etc and save.
Step 6: Now, on the Enable HO / BO Data Sync option click on Configuration tab.
Step 7: Here, You can choose the new branch from the branch list and enable synchronization with the rights you need.

In HO-BO data sync we can check below step for checking port details:
Step1. Check the static ip is connecting to the client machine or not.
 for checking it you can type static ip of HO in BO's run command. By typing
 e.g. Ping (Static IP) -t . If it connects then data will sync with HO.
Step 2.Check open port status: Here you need to check port status from google chrome. 
 1433 port should open in your static ip.
Step 3. Ensure that the network connection between the head office and branch office is 
 stable and reliable, with sufficient bandwidth to handle the data synchronization.
Step 4. Can create inbount and outbound rules in the firewall of HO and BO.

In HO-BO data sync we can check below step for checking connectivity:
Step1. Check the static ip is connecting to the client machine or not.
 for checking it you can type static ip of HO in BO's run command. By typing
 e.g. Ping (Static IP) -t . If it connects then data will sync with HO.
Step 2.Check open port status: Here you need to check port status from google chrome. 
 1433 port should open in your static ip.
Step 3. Ensure that the network connection between the head office and branch office is 
 stable and reliable, with sufficient bandwidth to handle the data synchronization.
Step 4. Can create inbount and outbound rules in the firewall of HO and BO.

In some chances one can see Sales in wrong Branch which we can correct by Tagging Sales Series in Correct Voucher Series which ultimately tagged to Branch.
To Tag Sales Series in Correct Branch follow below Steps.
Step 1: Click on Administration
Step 2: Click on Configuration
Step 3: Click on Voucher Series Configuration
Step 4: Click on Voucher Series Group Management
Step 5: Select Correct Branch from Dropdownlist available in Selection Voucher Series Group
Step 6: Select Branch which need to be Tagged from the list of Select Voucher Series to be Tagged with this Group option
Step 7: Click on Save
Note : After doing one should remenber to untagged the same Series from Wrong Branch and to do the same follow above Steps.

To install SQL in syste, you can contact to your local channel partner further to create branch in head office data, follow these steps:
Step 1: Go to Administration and click on configuration. 
Step 2: Select Features / Options and click on Enterprises Features. 
Step 3: Set Y on Enable Multi Branch Details and click on Branch Details. 
Step 4: Click on Add Branch Master and enter the Branch name and can create Voucher Series Group , User & Material Center.
Step 5: Enter all other the necessary details such as address, GST details, etc and save.
Step 6: Now, if you want to work in other branch then login with respected branch user and can work in it.

Auto-sync in BUSY automatically syncs data between the head office and branch office without any manual intervention. Timing option is not available to sync data but user can configure auto sync option in brach office by following these steps:
Step 1: Go to administration option and select configuration from it.
Step 2: From configuration select feature and option and click on enterprise feature.
Step 3: Then enable ho bo data sych option and select branch option.
Step 4: Then click on configuration button a window of branch office data sync configuration will open.
Step 5: Then navigate to the enable data sync setting and select from drop down list enforce or ask as per requirement.
Step 6: Lastly click on save button.