Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory other features
How can I get step-by-step guidance on using production module features?
To step by step guidance for the production module in BUSY.For the production you have to create the Bill of Material is used for manufacturing then do production of an item. We can generated the Finished Good from the Raw Material.
Pls Follow 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 Manufacturing Option
Step 6: Then create the Bill of material from Masters under Administration menu
Step 7: Specify the Finished Good - Item to Produce Option
Step 8: Mention the Generated finished good Quantity.
Step 9: Mention the Ram Material Details.
Step 10: Then go the transaction menu
Step 11: Then select the production voucher type and series
Step 12: Then select the BOM for which you want to do the production. Then the details of the raw material and finished goods details will auto pick and then mention the price if required and save the voucher.
Note : For Better Report, Can Specify 1 Qty for Finished and accordingly mention the raw material.
How can I enable automatic updating of stock details and pricing from one screen to another in BUSY?
To enable automatic updating of stock details and pricing from one screen to another in BUSY. This feature can be quite useful for maintaining accurate inventory records and pricing consistency across various transactions. Here's a recap of the steps to enable this option:
Step 1 ; Open the BUSY and log in with the appropriate credentials.
Step 2 : Navigate to the settings or configuration section of the software.
Step 3 : Within the Inventory , look for the option labeled "Update Item Pricing from Voucher." This setting allows you to automatically update the item price in the master based on the information provided in the voucher (transaction).
Step 4 : Once you locate the "Update Item Pricing from Voucher" option, enable it by selecting or checking the corresponding checkbox or toggle.
Step 5 : After enabling the option, save your configuration changes to ensure that this setting takes effect.
Step 6 : Create or open a voucher or transaction where you need to update stock details or pricing.
issue in scheme apply brand wise
To apply scheme brand wise you have to follow the steps
1 Go to administration menu and click on configuration then
click to feature and click on inventory
2 enable scheme management and save
3 Then open the item master in modiFinancial Year mode and mention the brand
in item group and save
4 Then go to administration menu and click to master and click to
scheme and add
5 type a scheme name and applying date then select the party or party
group to apply then select the voucher type and its series
6 Select scheme applied on individual item and select applicable on item
group wise
7 select the scheme type base on price of discount which you want and click
to Blue dropdown option
8 then select item group name and basis and other details and save
9 then go to transaction menu and select the voucher to add and do the
voucher if the same Item group applied in voucher then scheme will automatically
applied
Can i specify the conversion factor for my alternate unit in voucher?
Yes you can specify conversion factor in voucher by following these steps:
Step 1: Take a backup of your data then open your company in BUSY software
Step 2: Go to administration menu then click on configuration submenu
Step 3: Select features and options tab and click on inventory tab
Step 4: Make sure alternate unit of items option check box is tick and then click on configure button available at his right
Step 5: Afterwards tick the check box of allow quantity change in vouchers and input conversion factors in voucher to enable it
Step 6: Click on ok and save the changes
Step 7: Go to transactions menu and click on voucher such as sale,purchase etc and then click on add button
Step 8: After that specify necessary details such as series,voucher number,date and party name etc
Step 9: Go to item grid and you can specify the name,quantity of an item after that a window will appear to specify the conversion factor
Step 10: Specify the conversion factor and do the entry accordingly
What options are there for setting the item costing method in BUSY Like last price average price etc
In BUSY, you can set the item costing method using various options, including
FIFO : First In First Out method, the quantity of item purchased first is assumed to be sold first
LIFO : Last In First Out method, the quantity of item purchased last is assumed to be sold first
Last Purchase : closing stock is valued at the price of the last purchase
Last Qty. In : closing stock is valued at the price of the last purchase or last material receipt, whichever is latest
Last Sale : closing stock is valued at the price of the last sale
Self Evaluation : closing stock is valued at the Self-Valuation price entered in the Item master
Weighted Average : closing stock is valued at the weighted average price based on the prices of all the quantities purchased or received
Avg. Price(Qty. in) : closing stock is valued by dividing total amount in by total quantity in
Avg. Price(Invoice) : closing stock is valued by dividing total amount in by total quantity in through Purchase voucher
How can I keep track of inventory levels for each product?
If you want to manage inventory stock level & reorder level in BUSY Accounting Software, you can use these steps:
Step 1: You can monitor your inventory and stock levels by using various report options available under the Display menu. You can view the stock status report, inventory books, and inventory summaries for any item, group, or category.
Step 2: To set reorder level open you item master in modify mode and Set Y on the option Set Critical Level (Y/N).
Step 3: Enter the Minimum Level (Qty.), Reorder Level (Qty.), and Maximum Level (Qty.) for the item. These are the quantities that will trigger the alert when they are reached or crossed by the item stock.
Step 4: Now, go to Administration tab and click on Configuration.
Step 5: Select the Warning Alarms tab and choose the actions that you want to perform when the critical levels are reached or crossed by any item. You can choose between No Action, Warning Only, or Don’t Allow for each level.
How do I make a bill and delivery challan?
To make delivery challan and Bill you need to follow some steps:
Step 1: Go to the Administration and then click on Configuration.
Step 2: Now click on Feature and options and select Inventory tab.
Step 3: Now enable option of Sale purchase challan and you can search it from F3 key.
Step 4: Now enable other option as per your requirement and click on OK option.
Step 5: Now save the inventory tab and Go to the Transaction .
Step 6: Now select the Material issue to party voucher and click on Add option.
Step 7: Now enter all detail and select Sale challan in Type field in voucher.
Step 8: Now enter Item details and save the voucher.
Step 9: Now Go to the Sale voucher in transaction and click on Add option.
Step 10: Now enter details and type should be again sallan.
Step 11: Now pick sale challan reference from F11 key by keep curser on item row 1 and select the reference and then save the voucher.
How do I setup multiple units of measurement for an item in BUSY?
To set up multiple units for items, you can use the Alternate Unit feature. This feature allows you to track your inventory in both the main unit and the alternate unit. To enable and configure this feature, follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and click on Inventory tab.
Step 3: Find the option called “Alternate Unit of Items” and check the box to turn it on. You can also configure the settings as per your requirements.
Step 4: When you create new items, you can specify the alternate unit along with the main unit and the conversion factor and type.
Step 5: Now you can record your item transactions and track your inventory in both units.
Please note that you can only use the alternate unit feature for new items that do not have any transactions yet. You cannot add or change the alternate unit for existing items that have already been used in transactions.
How to set up pricing and conversion factors for inventory items in BUSY?
For Conversion Factor : We can use Alternate Unit and Packaging Unit.
Alternate Unit in BUSY is refer to an item of havingTwo Unit with Conversion factor.
Pls Follow the below Steps for Alternate Unit and Packaging Uni :
Step 1: Administration
Step 2: Configuration
Step 3: Features & Options
Step 4: Inventory
Step 5: Enable the Alternate unit and Packaging 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.
For Prices, Pls follow the steps:
Step 1:We can mention in Item master
Step 2: Administration
Step 3: Configuration
Step 4: Features and Options
Step 5: Inventory
Step 6: On right bottom side, Pricing mode in voucher what you have selected accordinly sale price and purc price will show.
want to maintain party wise pricing
To maintain party wise pricing then you have to follow the steps
1 Go to administration menu and click on configuration then click
to feature option and click to inventory
2 Click on item pricing mode in voucher and click on party item price
or discount structure
3 select the mode of pricing you want and press ok then save
4 Then go to administration menu and click on configuration then click
on party wise price structure and select sales
5 Then select the party and select the item or item group or all item then
click on dropdown and mention the price for the party and save
6 If you select the mixed mode option in pricing structure then on item master
you have to select the category wise pricing and save then at the time of voucher
system will ask to pick rate category otherwise it will automatically pick the rate
as per item name or group
