Frequently Asked
Questions

Q: How to track production order status and costs incurred?

To track production order status and costs incurred, you can use the production voucher and check production reporting. This allows you to create and manage production orders, track their progress, and record the costs associated with each order. Production process is create BOM(Bill Of Material) enter raw material details, After creation of BOM then go to transaction tab add production voucher. Go to Display tab for reporting purpose it show all details related production qty generated value, qty consumed and its value, variance, costs,etc

Q: Can I generate and manage purchase orders in BUSY?

Yes, you can generate and manage purchase orders in BUSY. For enabling the feature of purchase order need to follow below given steps. Step 1: Go to administration menu and select configuration from it. Step 2: In configuration option select feature and option. Step 3: Then click on inventory tab option and search with F3 enable order processing. Step 4: Click on save button to save the configuration. Step 5 Go to transaction menu and select purcahse order to add the voucher.

Q: How do I generate delivery challan in BUSY?

We have to enable the Sale Challan feature and can pass the voucher entry. Pls Follow the Below Steps : Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Inventory Step 5: Enable the Sale Challan Option then On Configuration can restrict as per your need. Step 6: Transaction Step 7: Material Issue to party voucher Step 8: Add Step 9: Sales Voucher Step 10: Pick Sales Order through F11 Shortcut Key in Sales Voucher. ( Party should be Same) Note : Through Sales and Purchase Challan only Inventory get Hit.

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 to track production order status and costs incurred?

To track production order status and costs incurred, you can use the production voucher and check production reporting. This allows you to create and manage production orders, track their progress, and record the costs associated with each order. 
Production process is create BOM(Bill Of Material) enter raw material details, After creation of BOM then go to transaction tab add production voucher.
Go to Display tab for reporting purpose it show all details related production qty generated value, qty consumed and its value, variance, costs,etc

Can I generate and manage purchase orders in BUSY?

Yes, you can generate and manage purchase orders in BUSY. For enabling the feature of purchase order need to follow below given steps.
 Step 1: Go to administration menu and select configuration from it.
 Step 2: In configuration option select feature and option.
 Step 3: Then click on inventory tab option and search with F3 enable order processing.
 Step 4: Click on save button to save the configuration.
 Step 5 Go to transaction menu and select purcahse order to add the voucher.

How do I generate delivery challan in BUSY?

We have to enable the Sale Challan feature and can pass the voucher entry.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Sale Challan Option then On Configuration can restrict as per your need.
Step 6: Transaction
Step 7: Material Issue to party voucher
Step 8: Add
Step 9: Sales Voucher
Step 10: Pick Sales Order through F11 Shortcut Key in Sales Voucher. ( Party should be Same)
Note : Through Sales and Purchase Challan only Inventory get Hit.

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