Frequently Asked
Questions

Q: How can i create sale quotation in BUSY?

To generate a sales quotation in BUSY, enable the sale quotation feature by following the steps below: Step1: Go to Administration menu and then click on configuration section Step2: Then click on Feature and option and select Inventory feature Step3: Now select sale quotation and save it by click on save button Step5: After that Go to Transaction menu and click on Sale quotation tab Step6: Then click on Add button and create sale quotation by mention required details and save the invoice

Q: How to generate purchase orders in BUSY?

First we have to enable the Order Porcessing option feature for Purchase Order. Pls Follow the Below Steps : Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need. Step 5: Transaction Step 6: Puchase Order Step 7: Add Step 8: Pick Sales Order and Puchase Order through F11 Shortcut Key in Sales and Puchase Voucher. ( Party should be Same) Note : Through Purchase Order neither Accounting nor Inventory get Hit

Q: How do i create sale quotation in BUSY?

To create sale quotation in BUSY, follow below steps: Step1: Go to administration menu and click on configuration submenu Step2: Then click on feature and option and select inventory tab Step3: Enable sale quotation or purchase quotation option shown in the left side of the screen as per your requirement and save the configuration. Step4: Then go to transaction menu and select voucher type as sale quotation Step 5: After that specified the necessary details and select save to save the sale quotation.

Q: How do I create purchase orders in BUSY?

First we have to enable the Purchase order feature. Pls Follow the Below Steps : Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need. Step 5: Transaction Step 6: Purchase Order Step 7: Add Step 8: Adjust the Purchase Order in Purchase voucher from F11 Shortcut Key. Step 9: Can we Order Processing Report under Display Menu. Note : Through Sales and Purchase Order Neither Accounting nor Inventory get Hit.

Q: Can I add a scheme with a buy one, get one free offer?

Yes, you can add a scheme with a buy one, get one free offer in BUSY. To enable scheme buy one get one 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 as buy one get one.

Q: How to make a BUSY purchase order for a specific material centre?

First we have to enable the Purchase order feature. Pls Follow the Below Steps : Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need. Step 5: Transaction Step 6: Purchase Order Step 7: Add Step 8: Adjust the Purchase Order in Purchase voucher from F11 Shortcut Key. Step 9: Can we Order Processing Report under Display Menu. Note : Through Sales and Purchase Order Neither Accounting nor Inventory get Hit.

Q: Can I convert a quotation to an invoice in BUSY?

Yes, We can convert Quotation to invoice through F11 Shortcut Key. 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: How can I change Item image path in BUSY?

To change item image path you need to follow some steps: Step 1: Go to Administration and then click on Configuration. Step 2: Now click on Feature and Options and click on Inventory tab. Step 3: Now click on the configuration option of maintain Image notes with masters vouchers option and you can search it from F3 shortcut key. Step 4: Now change the item image path in item image field and click on OK option. Step 5: Now save then inventory tab

Q: . What is the correct workflow for creating purchase orders and then making purchases against them in BUSY?

First we have to enable the Purchase order feature. Pls Follow the Below Steps : Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need. Step 5: Transaction Step 6: Purchase Order Step 7: Add Step 8: Adjust the Purchase Order in Purchase voucher from F11 Shortcut Key. Step 9: Can we Order Processing Report under Display Menu. Note : Through Sales and Purchase Order Neither Accounting nor Inventory get Hit.

Q: Some items show two units but I want to standardize under one unit for all. Please guide.

If you want to enter only one unit in item then here are the steps: note :Take latest backup of the data Step 1: Go to Administration Menu Step 2: Click on Configuration Step 3: Then click on Fetaure and option Step 4: Then click in Inventory feature Step 5: Then disable Unit converion feature show in left side of the window then save the configuration by click on save button

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 can i create sale quotation in BUSY?

To generate a sales quotation in BUSY, enable the sale quotation feature by following the steps below:
Step1: Go to Administration menu and then click on configuration section
Step2: Then click on Feature and option and select Inventory feature
Step3: Now select sale quotation and save it by click on save button
Step5: After that Go to Transaction menu and click on Sale quotation tab 
Step6: Then click on Add button and create sale quotation by mention required details and save the invoice

How to generate purchase orders in BUSY?

First we have to enable the Order Porcessing option feature for Purchase Order.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need.
Step 5: Transaction
Step 6: Puchase Order
Step 7: Add
Step 8: Pick Sales Order and Puchase Order through F11 Shortcut Key in Sales and Puchase Voucher. ( Party should be Same)
Note : Through Purchase Order neither Accounting nor Inventory get Hit

How do i create sale quotation in BUSY?

To create sale quotation in BUSY, follow below steps:
Step1: Go to administration menu and click on configuration submenu
Step2: Then click on feature and option and select inventory tab
Step3: Enable sale quotation or purchase quotation option shown in the left side of the screen as per your requirement and save the configuration.
Step4: Then go to transaction menu and select voucher type as sale quotation
Step 5: After that specified the necessary details and select save to save the sale quotation.

How do I create purchase orders in BUSY?

First we have to enable the Purchase order feature.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need.
Step 5: Transaction
Step 6: Purchase Order 
Step 7: Add
Step 8: Adjust the Purchase Order in Purchase voucher from F11 Shortcut Key.
Step 9: Can we Order Processing Report under Display Menu.
Note : Through Sales and Purchase Order Neither Accounting nor Inventory get Hit.

Can I add a scheme with a buy one, get one free offer?

Yes, you can add a scheme with a buy one, get one free offer in BUSY. To enable scheme buy one get one 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 as buy one get one.

How to make a BUSY purchase order for a specific material centre?

First we have to enable the Purchase order feature.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need.
Step 5: Transaction
Step 6: Purchase Order 
Step 7: Add
Step 8: Adjust the Purchase Order in Purchase voucher from F11 Shortcut Key.
Step 9: Can we Order Processing Report under Display Menu.
Note : Through Sales and Purchase Order Neither Accounting nor Inventory get Hit.

Can I convert a quotation to an invoice in BUSY?

Yes, We can convert Quotation to invoice through F11 Shortcut Key. 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.

How can I change Item image path in BUSY?

To change item image path you need to follow some steps:
Step 1: Go to Administration and then click on Configuration.
Step 2: Now click on Feature and Options and click on Inventory tab.
Step 3: Now click on the configuration option of maintain Image notes with masters vouchers option and you can search it from F3 shortcut key.
Step 4: Now change the item image path in item image field and click on OK option.
Step 5: Now save then inventory tab

. What is the correct workflow for creating purchase orders and then making purchases against them in BUSY?

First we have to enable the Purchase order feature.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Enable the Order Processing Option then On Configuration can restrict as per your need.
Step 5: Transaction
Step 6: Purchase Order 
Step 7: Add
Step 8: Adjust the Purchase Order in Purchase voucher from F11 Shortcut Key.
Step 9: Can we Order Processing Report under Display Menu.
Note : Through Sales and Purchase Order Neither Accounting nor Inventory get Hit.

Some items show two units but I want to standardize under one unit for all. Please guide.

If you want to enter only one unit in item then here are the steps:
 note :Take latest backup of the data 
 Step 1: Go to Administration Menu 
 Step 2: Click on Configuration 
 Step 3: Then click on Fetaure and option 
 Step 4: Then click in Inventory feature 
 Step 5: Then disable Unit converion feature show in left side of the window then save the configuration by click on save button

Frequently AskedQuestions