Frequently Asked
Questions

Q: How do I add custom fields like GR number vehicle number etc to my purchase and sales vouchers

In BUSY, you can usually tailor the fields that appear when creating a new item or customeror voucher fields by following these steps for Master Configuration and voucher configuration . Navigate to 'Administration' then 'Configuration' then 'Masters Configuration.'And Administration' then 'Configuration' then 'Voucher Series Configuration Select 'MasterType' as 'Item.' or Voucher Type like Sales, Purchase etc. Specify the desired number of optional fields and their respective master types. Save the changes, and they will be reflected, presenting all saved fields when creating or modifying items.

Q: How can I set up multi-currency transactions in BUSY?Can I generate E-way Bill and E-Invoice simultaneously in BUSY?

To manage multiple currency go to: Step 1 : CLick on administration Step 2 : Configuration Step 3 : Features and options Step 4 : Accounts Step 5 : Enable multi currency Step 6 : Under masters tab add multiple currency Step 7 : Add transaction with multi currency To generate E-invoice and E-way bill in BUSY: Step 1: CLick on administration Step 2 : Configuration Step 3 : Features and options Step 4 : GST Step 5 : Enable E-invoice and E-way bill configure it Step 6 : Create invoice and generate E-invoice and E-way bill

Q: How can I view the details of an item with different MRPs for the same company?

For these we need to check following option step by step: Step 1: Go to Administration menu Step 2: And then select Configuration option Step 3: After that select Features and Options menu Step 4: And choose Inventory tab Step 5: On right bottom side, Pricing mode in voucher what you have selected accordinly sale price will show. Step 6: Are you using MRP wise details feature then Sales Price will show accordingly. Step 7: Go to display menu and check the MRP wise details Report.

Q: How to update decimal places for quantity in BUSY vouchers? What is the process to change regional settings?

To change the decimal places in quantity for Items, follow the steps given below:- Go to Step 1 : Administation Step 2 : Configuration Step 3 : Features / Options Step 4 : Click on Inventory and specify the Quantity Decimal Places Step 5 : Save And To update the configuration in Regional Settings, follow the given steps below:- Go to Step 1 : Administration Step 2 : Configuration Step 3 : Features / Options Step 4 : Regional Settings Step 5 : Update the options as per requirments and Save

Q: I'm trying to add packaging units in BUSY but can't figure out how. Please help.

To configure the Packaging Unit in BUSY, follow the steps below: 1. Enable the Packaging Unit feature by navigating to Administration, then Configuration, and then, go to Features and Options. 2. In the Inventory tab, you can activate the Packaging Unit feature. 3. Afterwards, go to the Item master and specify both the main Unit and Packaging Unit. 4. To create a Unit, go to Administration, then Master, and select Unit. Create the Unit name as needed. 5. Once the configuration is done, proceed to transaction entry.

Q: How can I apply discounts or schemes to my sales orders?

For discount please follow below mention steps :- Step 1:- Administration Tab Step 2:- Configration Step 3:- Voucher Series Configration Step 4:- Select Voucher such as Sale order, Purchase, etc. Seelct series of voucher. After series selection right side option show voucher series configration click on that. Step 5:- Enable Item - wise Discount Please follow below mention steps for Scheme:- Step 1:- Administration Tab Step 2:- Configration Step 3:- Feature / Option Step 4:- Inventory Step 5:- Enable Scheme After enable option create Schemes from masters in Administration tab

Q: Can I make a permanent scheme instead of a time-bound one?

Yes, you can create a permanent scheme in BUSY. When you create a scheme do not apply filter on item.To enable scheme without time bound in BUSY, you need to follow these steps : Step 1 : Go to administration then configuration click on features and options. Step 2 : Go to inventory tab and enable scheme and click on save button. Step 3 : Now go to administration then masters click on scheme and add new scheme and do not apply filter on time.

Q: How do I record and track inventory in BUSY?

Recording and tracking inventory in BUSY involves several steps. 1. Create Inventory Items. 2. Configure Inventory Items with advanced inventory like batch, serial number, parameters etc 3. Record Purchases 4. Record Sales 5. Adjustments and Transfers 6. Stock Valuation with different methods 7. Inventory Reports 8. Warning alarm with Reorder, Min/Max stock Alerts 9. Periodic Audits and verification 10. Configure the BUSY agent auto backup If you encounter any difficulties or need assistance, refer to BUSY's user manuals and YouTube channel or seek support from the centralised support desk at 8282828282.

Q: How do I create a performance invoice in BUSY?

In BUSY, We can add either in Sales Quotation or Sales Order as performa invoice. Pls Follow the Below Steps: Click On Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Inventory Step 5: Enable the Sales Quotation Option Step 6: Transaction Step 7: Sales Quotation Step 8: Add Step 9: Adjust in the Sales Voucher through F11 Shortcut Key. Note : Party Name should be same for adjusting the Quotation in Sales Voucher. We can change the Caption for Sales Quotation as Performa Invoice from General Tab.

Q: Where can I find the quotation feature in BUSY?

In BUSY, We can add either in Sales Quotation or Sales Order as performa invoice. Pls Follow the Below Steps: Click On Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Inventory Step 5: Enable the Sales Quotation Option Step 6: Transaction Step 7: Sales Quotation Step 8: Add Step 9: Adjust in the Sales Voucher through F11 Shortcut Key. Note : Party Name should be same for adjusting the Quotation in Sales Voucher. We can change the Caption for Sales Quotation as Performa Invoice from General Tab.

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

How do I add custom fields like GR number vehicle number etc to my purchase and sales vouchers

In BUSY, you can usually tailor the fields that appear when creating a new item or customeror voucher fields by following these steps for Master Configuration and voucher configuration . 
Navigate to 'Administration' then 'Configuration' then 'Masters Configuration.'And Administration' then 'Configuration' then 'Voucher Series Configuration
Select 'MasterType' as 'Item.' or Voucher Type like Sales, Purchase etc. 
Specify the desired number of optional fields and their respective master types.
Save the changes, and they will be reflected, presenting all saved fields when creating or modifying items.

How can I set up multi-currency transactions in BUSY?Can I generate E-way Bill and E-Invoice simultaneously in BUSY?

To manage multiple currency go to:
Step 1 : CLick on administration
Step 2 : Configuration
Step 3 : Features and options
Step 4 : Accounts
Step 5 : Enable multi currency
Step 6 : Under masters tab add multiple currency
Step 7 : Add transaction with multi currency
To generate E-invoice and E-way bill in BUSY:
Step 1: CLick on administration
Step 2 : Configuration
Step 3 : Features and options
Step 4 : GST
Step 5 : Enable E-invoice and E-way bill configure it
Step 6 : Create invoice and generate E-invoice and E-way bill

How can I view the details of an item with different MRPs for the same company?

For these  we need to check following option step by step:
Step 1: Go to Administration menu
Step 2: And then select Configuration option 
Step 3: After that select Features and Options menu 
Step 4: And choose Inventory tab 
Step 5: On right bottom side, Pricing mode in voucher what you have selected accordinly sale price will show.
Step 6: Are you using MRP wise details feature then Sales Price will show accordingly.
Step 7: Go to display menu and check the MRP wise details Report.

How to update decimal places for quantity in BUSY vouchers? What is the process to change regional settings?

To change the decimal places in quantity for Items, follow the steps given below:-
Go to
Step 1 : Administation
Step 2 : Configuration 
Step 3 : Features / Options 
Step 4 : Click on Inventory and specify the Quantity Decimal Places
Step 5 : Save
And
To update the configuration in Regional Settings, follow the given steps below:-
Go to 
Step 1 : Administration
Step 2 : Configuration 
Step 3 : Features / Options
Step 4 : Regional Settings 
Step 5 : Update the options as per requirments and Save

I'm trying to add packaging units in BUSY but can't figure out how. Please help.

To configure the Packaging Unit in BUSY, follow the steps below:
1. Enable the Packaging Unit feature by navigating to Administration, then Configuration, and then, go to Features and Options.
2. In the Inventory tab, you can activate the Packaging Unit feature.
3. Afterwards, go to the Item master and specify both the main Unit and Packaging Unit.
4. To create a Unit, go to Administration, then Master, and select Unit. Create the Unit name as needed.
5. Once the configuration is done, proceed to transaction entry.

How can I apply discounts or schemes to my sales orders?

For discount please follow below mention steps :-
Step 1:- Administration Tab
Step 2:- Configration 
Step 3:- Voucher Series Configration 
Step 4:- Select Voucher such as Sale order, Purchase, etc. Seelct series of voucher. After series selection right side option show voucher series configration click on that.
Step 5:- Enable Item - wise Discount
Please follow below mention steps for Scheme:-
Step 1:- Administration Tab
Step 2:- Configration 
Step 3:- Feature / Option 
Step 4:- Inventory
Step 5:- Enable Scheme
After enable option create Schemes from masters in Administration tab

Can I make a permanent scheme instead of a time-bound one?

Yes, you can create a permanent scheme in BUSY. When you create a scheme do not apply filter on item.To enable scheme without time bound in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on features and options.
Step 2 : Go to inventory tab and enable scheme and click on save button.
Step 3 : Now go to administration then masters click on scheme and add new scheme and do not apply filter on time.

How do I record and track inventory in BUSY?

Recording and tracking inventory in BUSY involves several steps.
1. Create Inventory Items.
2. Configure Inventory Items with advanced inventory like batch, serial number, parameters etc
3. Record Purchases
4. Record Sales
5. Adjustments and Transfers
6. Stock Valuation with different methods
7. Inventory Reports 
8. Warning alarm with Reorder, Min/Max stock Alerts
9. Periodic Audits and verification
10. Configure the BUSY agent auto backup 
If you encounter any difficulties or need assistance, refer to BUSY's user manuals and YouTube channel or seek support from the centralised support desk at 8282828282.

How do I create a performance invoice in BUSY?

In BUSY, We can add either in Sales Quotation or Sales Order as performa invoice. Pls Follow the Below Steps:
Click On
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Sales Quotation Option
Step 6: Transaction
Step 7: Sales Quotation
Step 8: Add
Step 9: Adjust in the Sales Voucher through F11 Shortcut Key. 
Note : Party Name should be same for adjusting the Quotation in Sales Voucher. We can change the Caption for Sales Quotation as Performa Invoice from General Tab.

Where can I find the quotation feature in BUSY?

In BUSY, We can add either in Sales Quotation or Sales Order as performa invoice. Pls Follow the Below Steps:
Click On
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Sales Quotation Option
Step 6: Transaction
Step 7: Sales Quotation
Step 8: Add
Step 9: Adjust in the Sales Voucher through F11 Shortcut Key. 
Note : Party Name should be same for adjusting the Quotation in Sales Voucher. We can change the Caption for Sales Quotation as Performa Invoice from General Tab.

Frequently AskedQuestions