Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory other features
How can i create a bill with main and alternative unit in order to maintain weight of item?
To create the with bill with main and alternative unit in order to maintain weight of item, check the below steps:
1.Enable the alternative unit feature.
Step 1: Go to administration section then click on configuration
Step 2: Choose the features/option then select inventory tab
Step 3: Enable alternative unit feature then click on configure tab
Step 4: Tick on allow alt qty change in voucher and input con. factor in voucher.
2.Create the item master with alternative unit
Step 1: Go to administration then click on master menu
Step 2: Choose the item option then select Add tab
Step 3: Create the item master with item name, group, main unit, alternative unit with conversion factor, HSN code , tax category etc. then save the master.
3.Create the bill with main or alternative unit.
Step 1: Go to transaction section then select the required voucher type
Step 2: Click on add tab and create the invoice with relevant details.
Step 3: save the voucher.
How to apply schemes to select products or customers in BUSY Accounting?
In BUSY, We have option of Scheme can apply on items for parties. Scheme can be applied On Individual Item, Clubbed On and Voucher.
Individual Item : Here Scheme is applied on Quantity Only for Item and Item Group for Selected Parties.
Pls Follow the Below Steps :
Step 1: Go to Administration menu
Step 2: Select Configuration tab
Step 3: And then choose Features and Options tab
Step 4: and select Inventory menu
Step 5: here ,now Enable the Scheme Option
Step 6: After this go to Administration menu
Step 7: And then select Masters tab
Step 8: And select Scheme option
Step 9: And then click on the Add option
Step 10: Mention the Date and Time then select the required voucher for which want to apply it.
Step 11: Specify the Scheme type and create it.
Step 12: Voucher Series Configuration
Step 13: Select required voucher type and series
Step 14: Voucher Series
Step 15: Enable the item wise discount Option.
How do I confirm with the customer whether they want MRP or wholesale price while making a bill?
To set up pricing and MRP for items in BUSY , you need to follow these steps:
Step 1: . Go to the item master and select the item for which you want to set the pricing and MRP.
Step 2: In the item master, enter the sale price, purchase price, and MRP for the item.
Step 3: Make sure that the pricing mode is set to Picked from item master for the item.
Step 4: If you want to treat MRP as the sale price, enable the option Treat MRP as sale price in the pricing mode settings.
Step 5: Save the changes and exit the item master.
Step 6: Now, when you enter a sales transaction for the item, the sale price and MRP will be automatically picked from the item master.
Please note that the sale price and MRP should be entered correctly in the item master for accurate pricing and MRP calculation.
How can i 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 speciFinancial Year the date range
Step 7: Afterward SpeciFinancial Year the party and the required voucher details
Step 8: Now you need to speciFinancial Year 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.
Enable and access inventory management options in BUSY.
If you want to Set up inventory features in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on configuration.
Step 2: Select Inventory tab, here you will see multiple feature that can manage your inventory as per your business need.
Step 3: You can enable or disable various inventory features such as Manufacturing Features, Alternate Unit of items, Batch-wise Details, Serial No.-wise Details, Parameterized Details, etc.
Step 4: You can select the features that suit your needs and set them up accordingly. You can also refer to the documents and video tutorials for each feature to learn more about them.
Step 5: Once you have enabled the relevant feature, you can add your items and use them in either dual inventory or pure inventory vouchers, such as sales, purchase, etc.
How to setup inventory management and link it to vouchers in BUSY?
If you want to Set up inventory management & link it to vouchers in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on configuration.
Step 2: Select Inventory tab, here you will see multiple feature that can manage your inventory as per your business need.
Step 3: You can enable or disable various inventory features such as Manufacturing Features, Alternate Unit of items, Batch-wise Details, Serial No.-wise Details, Parameterized Details, etc.
Step 4: You can select the features that suit your needs and set them up accordingly. You can also refer to the documents and video tutorials for each feature to learn more about them.
Step 5: Once you have enabled the relevant feature, you can add your items and use them in either dual inventory or pure inventory vouchers, such as sales, purchase, etc.
Is there any provision to attach documents to transactions?
Yes, there is a provision to attach documents to transactions in the software. To attach documents in the transcation need to follow below given 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 voucher option.
Step 5: Go to administration menu and click on configuration option.
Step 6: Then select voucher series configuration option and select the relevant voucher type and series.
Step 7: Then navigate to right hand side and select voucher configuration option.
Step 8: In next window of voucher series configuration search by pressing F3 voucher image folder and mention the path of image folder.
Step 9: Lastly click on save button.
How can I resolve issues related to incorrect alternate unit rates in my vouchers within BUSY?
To resolve issues related to incorrect alternate unit rates in your vouchers within BUSY, you can follow these steps:
1. Open the voucher in which you are facing the issue.
2. If you don't now about that voucher where the issue is comming. Then you can export Sale/purchase list
with the item quantity column in excel.
3. Here you can create a new column of formula with the conversion factor value.
4. This is how your can find the voucher, where conversion factors are different.
5. Now check the alternate unit rate entered for the item.
6. Verify if the conversion factor between the main unit and the alternate unit is correct.
7. If the rate is incorrect, modify it to the accurate value.
8. Save the voucher after making the necessary changes.
By ensuring the correct conversion factor and modifying the alternate unit rate, you can resolve issues related to incorrect rates in your vouchers within BUSY.
How can I link the fixed assets I created to the raw materials consumed in BUSY
BOM- Bill of Material is used for manufacturing and Production of an item. We can generated the Finished Good from Raw Material vise versa for unassemble.
Create the Fixed Asset as an Item then tag the Fixed Asset Account in it.
Pls Follow the Below Steps for BOM and Production :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Manufacturing Option
Step 6: Create BOM under Masters then specify Expense per unit.
Step 7: Specify the Finished Good - Item to Produce Option, Here Select the Fixed Asset Item
Step 8: Mention the Generated finished good Quantity.
Step 9: Mention the Ram Material Details.
Step 10: Transaction
Step 11: Production
Step 12: Add and Select the BOM then expense per unit window will popup that expense value will get add in finished product value.
Note : For Better Report, Can Specify 1 Qty for Finished and accordingly mention the raw material.
How are delivery challan and invoice linked in BUSY? How to record receipt/dispatch of goods?
Delivery Challan and Invoice are linked through challan references number. In BUSY, user can pick the challan details in sales voucher through F11 key. follow the steps given below to record Sales/Puchase Challan:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Features / Options
Step 4 : Click on Inventory and enable the Sale/Purchase Challan feature.
Step 5 : Go to Transactions and create the goods receipt/dispatched transations in Material issurd to Party/Material Received from Party Voucher. While creating the challan transaction, select the Challan options in Type field.
Step 6 : Go to Transactions, then Add Sale/Purchase voucher, select the Against Challan option in Type field, when your curser is on the item field, Press F11 key, a window will appear, select the Challan Reference Number. Challan details will be picked automatically.
Step 7 : To view the Challan Reports, Go to Display, then Challan Processing
