Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory other features
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
Is there an option for creating purchase orders and tracking them?
Yes, you can purchase order voucher and also track them, please follow the given steps :
Step 1: Go to Administration menu
Step 2: Click on configuration
Step 3: Then click on Feature and option
Step 4: Then click on Inventory feature
Step 5: Then enable order processing option
Step 6: Then click on save button
Step 7: Then go to transaction menu
Step 8: Then click on purchase order voucher and create it
To track purchase order in BUSY :
Step 9: go to Administation menu
Step 10: Click on Configuration
Step 11: Then click on Feature and option
Step 12: Then click on general feature
Step 13: Then enable maintain tracking no. as Y
Step 14: Then click on configuration box and select purchase order and specify YES
Step 15: Then click on OK button
Step 16: Then save the configuration by click on save button
Step 17: Then while creating voucher and specify tracking no. and save the invoice
How can I show datewise price increases separately for each party in BUSY
BUSY does not have a feature to show the price increase for each party over time. However, you can set different prices for different parties and date-wise by following these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and click on Inventory tab.
Step 3: Here, you will find an option called "Enable Date-wise Item Pricing, mark the checkbox to turn it on and save.
For set party wise price, you can follow these steps:
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 VouchersClick 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, mention the date and you can set MRP, Price, Discount party item wise as per the requirements.
Where can I find the option to enable item sizing information in BUSY?
To enable the item sizing information feature to calculate quantity during voucher entry in BUSY, follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select feature and options and click on inventory tab.
Step 3: Here, tick on pick item sizing information from item description option then save.
Step 4: After that go back to administration menu then click on configuration and select voucher series configurtaion.
Step 5: Select the voucher in which you want to enable this feature and choose your series then click on voucher configuration button.
Step 6: Set Y on item wise description then click on configure button and specify the number of lines as required.
Step 7: Enter the from line number then specify the formula as per the requirements then save.
Step 8: Open your item master and set Y on pick item sizing info from item description option then in voucher the quantity will calculate on the basis of description lines.
I need help changing my items from pieces back into boxes in BUSY. What is the process for doing this?
To change your items from pieces back into boxes in BUSY, you need to use the alternate unit of item option.
In BUSY, you can maintain the alternate unit of an item which is available in the Standard and Enterprise model.Alternate Unit in BUSY is refer to an item of having two Unit with Conversion factor.
Pls Follow the below Steps for Alternate Unit:
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Features and Options
Step 4: Then Inventory
Step 5: Enable the Alternate unit feature
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: Go to the Administration then masters and open the Item Master in modify mode or can add it.
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.
How can we configure scheme in BUSY?
To configure scheme in BUSY then you need to follow the given steps:
Step 1: Go to administration and then click on configuration option
Step 2: Then select the feature and option tab and then click on inventory tab
Step 3: Enable the Scheme feature and save the configuration
Step 4: Now again Go to administration and then click on master
Step 5: Select the scheme and and then click on add
Step 6: Next , you need to mention the scheme name and specify the date range
Step 7: Afterward Specify the party and the required voucher details
Step 8: Now you need to specify the criteria for applying scheme by select the option from scheme applied on option
Step 9 : Next, choose the scheme that applies to either the specific item or the entire item group.
Step 10: Once you've made your changes, save the configuration, and your scheme is now ready to use.
How to create Challan in BUSY?
To create Challan 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 set up a timer or alert to remind me to make a follow up call at a specific time?
To set up a timer or alert to remind me to make a follow up call at a specific time, please follow the steps
Step 1:Enquiry/Support Management: This feature likely allows you to create and track customer inquiries and support requests.
Step 2 :The call management feature is used to input and manage call and enquiry details. This could include information such as the date and time of the call, the customer's contact information, the nature of their inquiry or issue, and any actions taken.
Step 3:This reporting feature is useful for tracking the progress of calls and enquiries.
Step 4 :You can use the report to identify pending installation calls and enquiries.
Step 5 :The report can also show completed installations, allowing you to keep a record of successful resolutions and potentially gather data for performance analysis.
Step 6 :Overall, this integrated feature can be a valuable tool for managing customer support and installation-related tasks in a BUSY enterprise.
