Frequently Asked
Questions

Q: How can I maintain a discount structure for different parties and items?

We can configure Different Discount for same product as per Customer for Sale and Purchase. Pls Follow the Below Steps: Step 1: Go to Administration menu and then Configuration tab Step 2: And then select Features and Options and select Inventory option. Step 3: Click on Items pricing mode in Voucher option Step 4: Select Party item wise price and discount structure with mode as per your requirement. Step 5: Go to Administration menu and then Configuration tab Step 6: And then Party-Item price structure Step 7: Select Party and Items then specify Item Discount Price. Step 8: During Voucher Entry, As per the party item discount price will auto pick and reflect in invoice.

Q: The goods receipt date and billing date for a purchase are different. How do I make sure the transactions are recorded on the right dates?

If the Goods receipt date and billing date for purchase invoice are different then follow these steps: Step 1: Go to administration section then click on configuration option Step 2: Choose the features and option tab then click on inventory tab Step 3: Specify Y to enable separate stock valuation date in dual voucher then save the configuration. Step 4: Now, Go to transaction section then click on purchase voucher type Step 5: Choose the add option then while create the specify the voucher date,a window for stock updation date will appear where you can mention the goods receipt date. Step 6: Create the invoice with required details and save the voucher.

Q: How does BUSY handle production and manufacturing features? Can it track bill of materials and automatically reduce component inventory when production is recorded?

Yes, BUSY tracks bill of materials and reduces inventory for production, steps to enable manufacturing feature in BUSY: Step 1: Go to administration then click on configuration menu Step 2: Choose the features and option then select inventory tab Step 3: Tick on enable manufacturing feature and save the configuration. Step 4: Then go to administration menu and click on masters option. Step 5: From masters select BOM masters and specify all necessary fields like raw material and finished goods details. Step 6: Now you can add production voucher from transaction option. Note- To check the manufacturing document, Click on help tab which display with question mark in right side of manufacturing feature.

Q: What should I do if the material center does not appear in the voucher even after enabling the feature in BUSY?

In BUSY, you have the option to disable the Material Center feature at the item level if there are no vouchers with Material Center tags. Here are the steps to disable this option: Step 1: Firstly you need to take latest backup of data. Step 2: Then go to administration menu and click on configuration submenu. Step 3: Now click on feature and option and select inventory feature. Step 4: Here you are click on configure box of multi godown inventory option and untick material center at item level option then press ok and save the changes. Step 5: After that you can create invoice with material center on voucher level.

Q: How do I set a conversion factor of alternative unit in item master?

To set a conversion factor for alternative unit in item master, 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 then save the configuration. Step 5: Now, Go to administration section then click on master and select item. Step 6: Choose add tab then create the item and update the main unit and alternative unit with conversion factor and save it.

Q: Can you provide more information on party delivery challan in BUSY Accounting Software?

A delivery challan is a document that contains details of goods being delivered to a customer. To create an entry for it in BUSY, you need to enable the Sale Challan feature and then pass the voucher entry. For enabling the sale challan feature in BUSY follow these steps: Step 1: Go to Administration menu then select Configuration option. Step 2: Select Feature/Options and then click on Inventory option. Step 3: Then tick on enable sale/purchase challan option then click on save button. Step 4: Now go to transactions option and select material issue to party voucher. Step 5: After that select type as sale challan and enter the other fields.

Q: I don't know how to properly record opening and closing stock. What is the right way to enter stock values?

To record opening and closing stock value in BUSY, follow these steps: 1. For Opening Stock: Opening stock quantity and stock value should be entered in the item master. If you have a multi financial year in a single company then the previous year closing value will carry in the next Financial Year. 2. For Closing Stock: The closing stock value is determined based on the chosen stock valuation method, which may include options such as FIFO, LIFO, Weighted Average, Last Purchase, Last Qty In, Last Sale, Self Evaluation, etc. To verify the accuracy of opening and closing stock values, you can check the stock status report.

Q: Why is the quotation option not in my BUSY Acounting Software? How can I enable sales quotations?

To enable the Sale Quotation option in BUSY, follow these steps: You should have the Standard or Enterprise version of BUSY to enable the sale quotation. Step 1: Go to Administration menu and then click on Configuration. Step 2: Select Feature and Options then click on Inventory. Step 3: On the left side, enable the Sale Quotation option. Step 4: Go to Transactions menu and add the Sale Quotation option. Step 5: After generating the sale quotation voucher, you can adjust it using the shortcut key F11 in the sale voucher. Step 6: Go to Display and click on Quotation/Order/Challan Processing to see its report.

Q: I don’t want the use order/purchase order option. How do I remove this?

You can disable the order or purchase order reference feature by following the below mentioned steps: Note : Take a latest backup of your data before running any process. Step 1: Go to administration then configuration. Step 2: Click on Feature & options then go to Inventory tab. Step 3: Click on the configure tab of the option of Enable order processing. Step 4: A window appeares, then uncheck the option of auto create or adjust order reference. Step 5: Now click on ok button in window to save and also save from the outside of the window. Now you can check in the transaction menu. purchase order option will not appear.

Q: How to modify pricing or add bundle/packages for items ?

Alternate Unit in BUSY is refer to an item of havingTwo Unit with Conversion factor.We can use for Bundle or packages. Pls Follow the below Steps for Alternate Unit: Step 1: Administration Step 2: Configuration Step 3: Features & Options Step 4: Inventory Step 5: Enable the Alternate unit. Step 6: Click on Configure option of Alternate Unit. Step 7: Tick on option,If you want to change Alt Qty & Conversion Factor during voucher entry. Step 8: Open the Item Master Step 9: Mention the Main Unit & Alt Unit with Conversion Factor and Conversion Type. Note :- If Item is already used in voucher then we are not able to change the Alternate Unit.

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Dealer Complaint/Issues

How can I maintain a discount structure for different parties and items?

We can configure Different Discount for same product as per Customer for Sale and Purchase.
Pls Follow the Below Steps:
Step 1: Go to Administration menu and then Configuration tab
Step 2: And then select Features and Options and select Inventory option.
Step 3: Click on Items pricing mode in Voucher option
Step 4: Select Party item wise price and discount structure with mode as per your requirement.
Step 5: Go to Administration menu and then Configuration tab
Step 6: And then Party-Item price structure
Step 7: Select Party and Items then specify Item Discount Price.
Step 8: During Voucher Entry, As per the party item discount price will auto pick and reflect in invoice.

The goods receipt date and billing date for a purchase are different. How do I make sure the transactions are recorded on the right dates?

If the Goods receipt date and billing date for purchase invoice are different then follow these steps:
Step 1: Go to administration section then click on configuration option
Step 2: Choose the features and option tab then click on inventory tab
Step 3: Specify Y to enable separate stock valuation date in dual voucher then save the configuration.
Step 4: Now, Go to transaction section then click on purchase voucher type
Step 5: Choose the add option then while create the specify the voucher date,a window for stock updation date will appear where you can mention the goods receipt date.
Step 6: Create the invoice with required details and save the voucher.

How does BUSY handle production and manufacturing features? Can it track bill of materials and automatically reduce component inventory when production is recorded?

Yes, BUSY tracks bill of materials and reduces inventory for production, steps to enable manufacturing feature in BUSY:
Step 1: Go to administration then click on configuration menu
Step 2: Choose the features and option then select inventory tab
Step 3: Tick on enable manufacturing feature and save the configuration.
Step 4: Then go to administration menu and click on masters option.
Step 5: From masters select BOM masters and specify all necessary fields like raw material and finished goods details.
Step 6: Now you can add production voucher from transaction option.
Note- To check the manufacturing document, Click on help tab which display with question mark in right side of manufacturing feature.

What should I do if the material center does not appear in the voucher even after enabling the feature in BUSY?

In BUSY, you have the option to disable the Material Center feature at the item level if there are no vouchers with Material Center tags. Here are the steps to disable this option:
Step 1: Firstly you need to take latest backup of data.
Step 2: Then go to administration menu and click on configuration submenu.
Step 3: Now click on feature and option and select inventory feature.
Step 4: Here you are click on configure box of multi godown inventory option and untick material center at item level option then press ok and save the changes.
Step 5: After that you can create invoice with material center on voucher level.

How do I set a conversion factor of alternative unit in item master?

To set a conversion factor for alternative unit in item master, 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 then save the configuration.
Step 5: Now, Go to administration section then click on master and select item.
Step 6: Choose add tab then create the item and update the main unit and alternative unit with conversion factor and save it.

Can you provide more information on party delivery challan in BUSY Accounting Software?

A delivery challan is a document that contains details of goods being delivered to a customer. To create an entry for it in BUSY, you need to enable the Sale Challan feature and then pass the voucher entry. For enabling the sale challan feature in BUSY follow these steps:
Step 1: Go to Administration menu then select Configuration option.
Step 2: Select Feature/Options and then click on Inventory option.
Step 3: Then tick on enable sale/purchase challan option then click on save button.
Step 4: Now go to transactions option and select material issue to party voucher.
Step 5: After that select type as sale challan and enter the other fields.

I don't know how to properly record opening and closing stock. What is the right way to enter stock values?

To record opening and closing stock value in BUSY, follow these steps:
1. For Opening Stock: Opening stock quantity and stock value should be entered in the item master. If you have a multi financial year in a single company then the previous year closing value will carry in the next Financial Year.
2. For Closing Stock: The closing stock value is determined based on the chosen stock valuation method, which may include options such as FIFO, LIFO, Weighted Average, Last Purchase, Last Qty In, Last Sale, Self Evaluation, etc. To verify the accuracy of opening and closing stock values, you can check the stock status report.

Why is the quotation option not in my BUSY Acounting Software? How can I enable sales quotations?

To enable the Sale Quotation option in BUSY, follow these steps:
 You should have the Standard or Enterprise version of BUSY to enable the sale quotation.
 Step 1: Go to Administration menu and then click on Configuration.
 Step 2: Select Feature and Options then click on Inventory.
 Step 3: On the left side, enable the Sale Quotation option.
 Step 4: Go to Transactions menu and add the Sale Quotation option.
 Step 5: After generating the sale quotation voucher, you can adjust it using the shortcut key F11 in the sale voucher.
 Step 6: Go to Display and click on Quotation/Order/Challan Processing to see its report.

I don’t want the use order/purchase order option. How do I remove this?

You can disable the order or purchase order reference feature by following the below mentioned steps:
Note : Take a latest backup of your data before running any process.
Step 1: Go to administration then configuration.
Step 2: Click on Feature & options then go to Inventory tab.
Step 3: Click on the configure tab of the option of Enable order processing.
Step 4: A window appeares, then uncheck the option of auto create or adjust order reference.
Step 5: Now click on ok button in window to save and also save from the outside of the window.
Now you can check in the transaction menu. purchase order option will not appear.

How to modify pricing or add bundle/packages for items ?

Alternate Unit in BUSY is refer to an item of havingTwo Unit with Conversion factor.We can use for Bundle or packages.
Pls Follow the below Steps for Alternate Unit:
Step 1: Administration
Step 2: Configuration
Step 3: Features & Options
Step 4: Inventory
Step 5: Enable the Alternate unit.
Step 6: Click on Configure option of Alternate Unit.
Step 7: Tick on option,If you want to change Alt Qty & Conversion Factor during voucher entry.
Step 8: Open the Item Master 
Step 9: Mention the Main Unit & Alt Unit with Conversion Factor and Conversion Type.
Note :- If Item is already used in voucher then we are not able to change the Alternate Unit.

Frequently AskedQuestions