Frequently Asked
Questions

Q: I want to create a sales quotation in BUSY, but the option is not visible. How can I enable sales quotations?

To create the sales quotation for the customer then you need to enable it from the below steps. Step 1: Click on Administration Step 2: Then Configuration Step 3: Then Features and Options Step 4: Then Inventory Step 5: Enable the Sales Quotation Option Step 6: Then go to the Transactions Step 7: Then Sales Quotation Step 8: Then Add Step 9: Mention the required details of the customer and Items then save it. Step 10: Adjust in the Sales Voucher through F11 Shortcut Key. Note : Party Name should be same for adjusting the Quotation in the Sales Voucher.

Q: How to calculate my stock value on the basis of weighted average valuation method in BUSY?

To calculate your stock value on the basis of weighted average valuation method in BUSY, follow the below 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: On right side first option is stock valution method if there already select weighted average then no need to change. Step 4: If any other method is selected then choose the weighted average from the dropdown menu then save. Step 5: After that go to housekeeping menu then run update master balance process and check the stock report.

Q: How can I check the stock of an item with multiple rates for the current date?

Check the stock of an item with multiple rates for the current date,please follow below steps: Step 1: Can maintain Item price as per last transaction of item through Sale and Purchase Step 2: Can maintain Item Price as per Party Item wise ,Party group wise, Party Item Group wise. Step 3: Can Maintain Multiple Price List Category wise from A to Z. Step 4: Can maintain Item Price Date Wise. Step 5: Can maintain Item quantity wise price and discount structure. Step 6: Default can pick price from Item Master. Step 7: Can maintain Item last price of Sale and purchase as per party.

Q: Will entering entries in the software have any effect if stock balances are not maintained?

Yes, entering entries in the software can still have an effect even if stock balances are not maintained. Please check below steps: Step 1: Entering transactions into the BUSY, such as sales, purchases, expenses, and revenues, will impact financial reports and accounting records. Step 2: These transactions will affect financial statements regardless of whether stock balances are tracked within the BUSY. Step 3: the absence of stock balances, financial reports such as income statements and balance sheets will reflect the financial transactions entered into the BUSY. Step 4: However, not maintaining stock balances may lead to inaccuracies in inventory-related reports generated by the BUSY.

Q: How can I allocate the additional cost in purchase voucher in BUSY Software?

If you want to allocate additional cost in purchase voucher please follow these steps: Step 1: Go to administration menu then click on configuration submenu Step 2: Afterwards click on features and options and then select and open inventory tab Step 3: Tick the allocate additional expenses voucher wise to enable it and then save the configuration Step 4: After that go to transactions menu and open the purchase voucher and click on add to create Step 5: Afterwards While creating the voucher a popup window will appear to specify the additional expenses you can mention the expense in that window and save the voucher

Q: How to create different sales price lists for different customers?

To set different sales prices for different parties in BUSY, you can use the Party Item-wise Price/Discount Structure feature. Here are the steps to configure it: Step 1: Go to Administration and click on configuration. Step 2: Select Features / Options and click on Inventory tab. Step 3: Here you see an option called "Item Pricing Mode in Vouchers" Click on that and choose Party-Item-wise Price/Discount Structure and Select Mode as required. Step 4: Now, go back to configuration and select Party-Item Price Structure and can select either Sale/Purchase. Step 5: Next, you can set MRP, Price, Discount party & item wise as per the requirements.

Q: How can I add notes to an invoice in BUSY?

To add notes to an invoice in BUSY, you need to follow these steps : For accounting vouchers Step 1 : Go to administration then configuration click on features and options Step 2 : Go to accounts tab and enable maintain images and notes with masters and vouchers and tick on maintain notes with accoutning vouchers and click on save button. For inventory vouchers Step 1 : Go to administration then configuration click on features and options Step 2 : Go to inventory tab and enable maintain images and notes with masters and vouchers and tick on maintain notes with iventory vouchers and click on save button

Q: What additional modules are available beyond accounting and GST?

BUSY offers various modules beyond accounting and GST to help you manage your business effectively. Some of these modules are: 1. Inventory Management: This module helps you to track and control your inventory levels, movements, and valuation. You can manage multiple locations, units, batches, serial numbers, and expiry dates of your inventory items. 2. Payroll Management: This module helps you to process and manage your employee payroll. You can define various salary components, deductions, and tax calculations. 3. Customer Relationship Management (CRM): This module helps you to manage your customer interactions and relationships. There are more modules available in BUSY.

Q: How can I add multiple item codes for the same product in BUSY?

You can use Mutiple Alias feature to add multiple item codes for same product. To configure it you need to follow these steps: Step 1: Go to Administration and click on Configuration. Step 2: Select Features / Options the click on Inventory tab. Step 3: Here you will see an option called Maintain Multiple Item Aliases, mark the check box to turn it on and save the configuration. Step 4: Now when your create new item master or modify existing item master can mention mutiple item codes in multiple alias window. Note: You can only enter multiple aliases upto 100.

Q: How to configure multiple rates for distributor and retailer in BUSY?

To configure multiple rates for distributors and retailers in BUSY, follow these steps: Step 1: Go to Administration and click on Configuration. Step 2: Click on Features/Options and then choose Inventory tab. Step 3: Click on Items Pricing Mode in vouchers in the bottom of the inventory tab or press ALT+M shortcut key. Step 4: Tick on multiple price list for items and then click on configure tab then tick on After party in voucher and save the configuration. Step 5: Configure Sale price level by category wise in item master then at the time of voucher creation just mention category item price pick automatic.

Find Solutions to Common Issues Related to features - inventory other features

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

I want to create a sales quotation in BUSY, but the option is not visible. How can I enable sales quotations?

To create the sales quotation for the customer then you need to enable it from the below steps.
 Step 1: Click on Administration
 Step 2: Then Configuration
 Step 3: Then Features and Options
 Step 4: Then Inventory
 Step 5: Enable the Sales Quotation Option
 Step 6: Then go to the Transactions
 Step 7: Then Sales Quotation
 Step 8: Then Add
 Step 9: Mention the required details of the customer and Items then save it.
 Step 10: Adjust in the Sales Voucher through F11 Shortcut Key. 
 Note : Party Name should be same for adjusting the Quotation in the Sales Voucher.

How to calculate my stock value on the basis of weighted average valuation method in BUSY?

To calculate your stock value on the basis of weighted average valuation method in BUSY, follow the below 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: On right side first option is stock valution method if there already select weighted average then no need to change.
Step 4: If any other method is selected then choose the weighted average from the dropdown menu then save.
Step 5: After that go to housekeeping menu then run update master balance process and check the stock report.

How can I check the stock of an item with multiple rates for the current date?

Check the stock of an item with multiple rates for the current date,please follow below steps:
Step 1: Can maintain Item price as per last transaction of item through Sale and Purchase 
Step 2: Can maintain Item Price as per Party Item wise ,Party group wise, Party Item Group wise.
Step 3: Can Maintain Multiple Price List Category wise from A to Z.
Step  4: Can maintain Item Price Date Wise.
Step 5: Can maintain Item quantity wise price and discount structure.
Step 6: Default can pick price from Item Master.
Step 7: Can maintain Item last price of Sale  and purchase as per party.

Will entering entries in the software have any effect if stock balances are not maintained?

Yes, entering entries in the software can still have an effect even if stock balances are not maintained. Please check below steps:
Step 1: Entering transactions into the BUSY, such as sales, purchases, expenses, and revenues, will impact financial reports and accounting records.
Step 2: These transactions will affect financial statements regardless of whether stock balances are tracked within the BUSY.
Step 3:  the absence of stock balances, financial reports such as income statements and balance sheets will reflect the financial transactions entered into the BUSY.
Step 4: However, not maintaining stock balances may lead to inaccuracies in inventory-related reports generated by the BUSY.

How can I allocate the additional cost in purchase voucher in BUSY Software?

If you want to allocate additional cost in purchase voucher please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Afterwards click on features and options and then select and open inventory tab
Step 3: Tick the allocate additional expenses voucher wise to enable it and then save the configuration
Step 4: After that go to transactions menu and open the purchase voucher and click on add to create 
Step 5: Afterwards While creating the voucher a popup window will appear to specify the additional expenses you can mention the expense in that window and save the voucher

How to create different sales price lists for different customers?

To set different sales prices for different parties in BUSY, you can use the Party Item-wise Price/Discount Structure feature. Here are the steps to configure it:
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on Inventory tab.
Step 3: Here you see an option called "Item Pricing Mode in Vouchers" Click on that and choose Party-Item-wise Price/Discount Structure and Select Mode as required.
Step 4: Now, go back to configuration and select Party-Item Price Structure and can select either Sale/Purchase.
Step 5: Next, you can set MRP, Price, Discount party & item wise as per the requirements.

How can I add notes to an invoice in BUSY?

To add notes to an invoice in BUSY, you need to follow these steps :
For accounting vouchers
Step 1 : Go to administration then configuration click on features and options
Step 2 : Go to accounts tab and enable maintain images and notes with masters and vouchers and tick on maintain notes with accoutning vouchers and click on save button.
For inventory vouchers
Step 1 : Go to administration then configuration click on features and options
Step 2 : Go to inventory tab and enable maintain images and notes with masters and vouchers and tick on maintain notes with iventory vouchers and click on save button

What additional modules are available beyond accounting and GST?

BUSY offers various modules beyond accounting and GST to help you manage your business effectively. Some of these modules are:
 1. Inventory Management: This module helps you to track and control your inventory levels, movements, and valuation. You can manage multiple locations, units, batches, serial numbers, and expiry dates of your inventory items.
 2. Payroll Management: This module helps you to process and manage your employee payroll. You can define various salary components, deductions, and tax calculations.
 3. Customer Relationship Management (CRM): This module helps you to manage your customer interactions and relationships. 
 There are more modules available in BUSY.

How can I add multiple item codes for the same product in BUSY?

You can use Mutiple Alias feature to add multiple item codes for same product. To configure it you need to follow these steps:
 Step 1: Go to Administration and click on Configuration.
 Step 2: Select Features / Options the click on Inventory tab.
 Step 3: Here you will see an option called Maintain Multiple Item Aliases, mark the check box to turn it on and save the configuration.
 Step 4: Now when your create new item master or modify existing item master can mention mutiple item codes in multiple alias window.
 Note: You can only enter multiple aliases upto 100.

How to configure multiple rates for distributor and retailer in BUSY?

To configure multiple rates for distributors and retailers in BUSY, follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Click on Features/Options and then choose Inventory tab.
Step 3: Click on Items Pricing Mode in vouchers in the bottom of the inventory tab or press ALT+M shortcut key.
Step 4: Tick on multiple price list for items and then click on configure tab then tick on After party in voucher and save the configuration.
Step 5: Configure Sale price level by category wise in item master then at the time of voucher creation just mention category item price pick automatic.

Frequently AskedQuestions