Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory other features
I made a purchase order but it is not reflecting in the reports in BUSY. How can I troubleshoot this?
If a purchase order is not reflecting in the reports in BUSY, you can troubleshoot this issue by checking the following:
Step 1 : Ensure that the purchase order has been properly saved and submitted in BUSY.
Step 2 : Verify that the purchase order has been assigned the correct status (e.g., open, closed, pending).
Step 3 : Check if there are any filters applied to the reports that may be excluding the purchase order.
Step 4 : Confirm that the purchase order is within the selected reporting period.
Step 5 : Make sure that the purchase order has been linked to the correct vendor and account.
Step 6 : Check if there are any errors or warnings related to the purchase order in the error log or notification center in BUSY.
I am unable to calculate the correct sale price from purchase price in BUSY. How can I fix this?
To fix the issue of calculating the correct sale price percentage in BUSY, you can follow these steps:
Step 1: Go to administration then configuration and click on feature/options
Step 2: Then go to inventory tab and enable feature calculate sale price from purchase price
Step 3: When adding purchase voucher after save voucher window will appear for update item sale price from purchase price.
Step 4: In then window mention percentage for updating sale price from purchase price then click on update sale price.
Step 5: Updated sale price of items mention in time of purchase will be shown
Step 6: Then click on update in master and price will be update in item master
By following these steps, you should be able to calculate the sale price percentage from purchase price in BUSY.
I need to track inventory in BUSY. Why am I unable to activate the inventory management features?
If you wants to check inventory feature in BUSY and enable it,follow these steps
Step 1 Open you company and then go to administartion
Step 2 Go to configuration and then feature/options
Step 3 Now select inventory tab
Step 4 Now you can check multiple inventory feature options with help documents and videos next to option
Step 5 Now you can enable features higlighted as per your need and save the window
Step 6 Features you have enabled and entries made,you can check reporting under display in inventory books or inventory summary and other inventory reports
Note:In inventory tab if some of options are not higlighted,it means the model you are using maybe basic and these all features are available for standard and enterprise models.You can also chcek modelwise features online
How to manage multiple warehouses/stores?
To manage multiple warehouses, godowns, and stores in BUSY, you can follow the below steps:
Enable
1. Administration
2. Configuration
3. Features and Options
4. Inventory
5. Enable Multi-Godown Inventory [Please note that in BUSY, separate settings are available for item-level and bill-level warehouse management.]
Create Material Center Master
1. Administration;
2. Masters
3. Material Center, then Add
4. Fill in the MC name, group, address, location, pin code, etc.
Transaction
1. Transaction entry
2. Choose the series name, then enter the date, sales type, etc.
3. Choose the party name from the list.
4. Next, select the material centre name from the drop-down list.
5. Record the transaction
Reports
1. Display
2. Stock Status
3. Closing stock-alphabetic
4. Balance only or detailed
5. Choose the MC name to filter the report [e.g., All MC, One MC, Selected MC, Group of MC].
How can I customize margins or pricing rules by product line?
In BUSY , ypu can use the Multiple pricelist option to define the group pricing . Items Pricing Mode in Vouchers
Click this button to set the item pricing mode for the vouchers. Pricing mode implies the default prices to be picked in the voucher.
In the Pricing Mode Options window, two groups appear. In the Pricing Mode for Sale group, you can select the Pricing mode applicable for Sale and in Pricing Mode for Purchase group, you can select the Pricing mode applicable for purchase. Same options appear in both the groups. The options are:
Show Party's Last Prices in Sales / Purchase vouchers
Party-Item-wise Price / Discount Structure
Item Quantity-wise Price / Discount Structure
Multiple Price List for Items
Last Item Price
Default (Pick from Item master)
Above Pricing Mode applicable to Treat MRP as Sale Price.
I want to add a pricing scheme like + ( pricing + free). How can I configure that in BUSY?
To add a 200+20 pricing scheme in BUSY,you need to use Scheme Feature in BUSY and you need to follow some steps:
Step 1: Go to the administration and click on Configuration
Step 2: Now click on Feature and Options and then click on Inventory.
Step 3: Now Enable Scheme option and save.
Step 4: Now Go to the administration and click on Master.
Step 5: Now click on Scheme option and then click on Add option.
Step 6: Now enter Scheme name and specify time period for scheme.
Step 7: Now select voucher type on which scheme will be apply and tick on Voucher for apply on Bill Amount and select scheme type and then click on Down arrow and then enter scheme details and save the configuration.
Now enter your voucher scheme will be apply automatically.
How can I apply a discount scheme based on voucher amount in BUSY?.
To apply discount scheme based on voucher entry you need to follow the steps
1 enable scheme from inventory feature
2 then go to administration menu and click on master and then add on scheme
3 create a name for scheme and select date range to apply scheme
4 select party and voucher type to apply scheme
5 select voucher on the option of scheme applied on
6 select scheme type as discount on bill sundry if you want to add scheme
on the basis of voucher amountand set bill sundry discount and its value
7 select scheme type as discount item wise if you want to apply scheme
on the basis of item amount
8 then enter voucher and scheme will automatically apply
How to tag image with inventory vouchers in BUSY.
To tag image with inventory voucher in BUSY follow below steps:
Step 1: Go to administration menu and select configuration from it.
Step 2: From configuration menu select feature and option then click on inventory tab.
Step 3: Then by using F3 key for search maintain image/notes with inventory voucher.
Step 4: Then tick on maintain image with inventory voucher and click on save button.
Step 5: Go to administration menu then configuration option and then select feature and option.
Step 6: Then select voucher series configuration option and select relevant voucher type then select voucher series.
Step 7: After selecting series click on voucher configuration option and then give the path in voucher image folder.
Step 8: Lastly click on save button to save configuration.
Note : Image name and the voucher number should be same.
How do I work with two units option in items?
To work with two units option in items, you can enable alternate unit feature by following these steps:
Step 1: Open your company then go to administration menu then click on configuration sub menu.
Step 2: Select features and options then click on inventory tab.
Step 3: Here, tick on alternate unit of items option to enablt it then configure it as required.
Step 4: You need to create new items to define both main and alternat unit. Which items are used in any transactions in them can not define different alternate unit.
Step 5: To create new items with alternate unit go back to administration menu then select masters.
Step 6: Select item then click on add and enter all the necessary details such as name, group, main unit, alternate unit, etc and save.
If I have variants of the same item with small differences in price (Rs.-), how should I enter the prices?
If you have same item with different pricing, you can maintain it by following below steps:
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu and select configuration from it.
Step 3: Then select feature and option and click on inventory tab.
Step 4: Then navigate to item pricing mode in voucher.
Step 5: Select multiple price list for items and then click on save button.
Step 6: Go to administration then masters and select item then modify now while saving item master item pricing window will open you can mention category wise price their and click on save button.
Step 7: Now when you enter voucher you can mention category either after party or item as mention in configuation for item different prices will be picked according to category.
