Frequently Asked Questions

In BUSY, We have option that Either we can specify price for an item from A to Z Category for different party OR we can use party wise price structure.
Pls Follow the Below Steps for Party Wise Structure :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Click on Items pricing mode in Voucher option
Step 6: Select Party item wise price and discount structure with mode as per your requirement.
Step 7: Administration
Step 8: Configuration
Step 9: Party-Item price structure
Step 10: Select Party and Items then specify Item prices.
Step 11: During Voucher Entry, As per the party item price will auto pick and reflect in invoice.
Pls Follow the Below Steps for Multiple Price list:
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Click on Items pricing mode in Voucher option
Step 6: Select the Multiple Price List Option for Sae/Purchase.
Step 7: Open the Item Master and Specify the Price Category from A to Z.
Step 8: Either can fix the Category in party master and can select during voucher enrty.

We can customise invoice format/template in BUSY as per our need by adding it in advanced format and customisation is on chargeable basis and for same you can contact to your dealer.
And to add pictures of item master in BUSY follow these steps
Step 1: Go to administration menu and select configuration option.
Step 2: In configuration option select the featue and option and then click on inventory tab.
Step 3: Search feature named maintain image/notes with item/voucher by pressing F3 key.
Step 4: Then click on configure button and tick on maintain image with item master option.
Step 5: Set the image folder path saved in local drive and item image name should same as item master name in BUSY
Step 5: Go to administration menu and click on masters
Step 6: Then select Item and then from list of item, select any item and open it
Step 7: At the bottom of item master page,click on image highlighted option and image will be displayed
Note:Image/picture with item master feature is available in standard and enterprise models only

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.

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.

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

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

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

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.

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.

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.