Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory other features
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
How can I filter purchase orders by date range or vendor when creating a sales voucher?
In the BUSY, additional information about the "Show Last Transaction" feature in the Inventory menu of BUSY. This feature allows users to view the last transaction related to an item at the voucher entry level when creating sales or purchase vouchers. Additionally, it provides an option to view all pending sales and purchase orders. Here's how you can use this feature:
Step 1:Within the Inventory menu, locate and select the "Show Last Transaction" feature. This feature is typically used to access item-specific transaction history.
Step 2 :BUSY will display the details of the last transaction involving the selected item. This may include information such as the transaction date, type (e.g., sale or purchase), quantity, price, and more.
Step 3 :In addition to viewing the last transaction, the "Show Last Transaction" feature may provide an option to view all pending sales and purchase orders related to the selected item
Can I view the image of my item on the side of the screen?
In BUSY, we have option to show item's image at bottom during voucher entry. To configure it follow these steps:
Step 1: Create a folder in your system's drive then put all items image into that folder. Make sure item images file name should be same as item name or alias mentioned in BUSY.
Step 2: Open your company in BUSY and then go to administration menu and then click on configuration option
Step 3: Select features and options then choose inventory tab.
Step 4: Here in the centre right side an option will visible then tick the option maintain image and notes with vouchers and master.
Step 5: Click on configure tab, then tick the maintain image with item and specify the image folder path below which you have created in your desktop.
Step 6: Now, when you add voucher enter item then its image will be visible at bottom.
How can I upload a image of an item in BUSY?
To add item image for an item masters in BUSY, please follow the steps
Step 1: Create a folder anywhere in your system then put all items image into that folder. make sure item images name should be same as item masters name or alias mentioned in BUSY.
Step 2: Open your company in BUSY and then go to administration menu and then click on configuration option
Step 3: Select features and options then choose inventory tab.
Step 4: Here in the centre right side an option will visible then tick the option maintain image and notes with vouchers and master.
Step 5: Click on configure tab,then tick the maintain image with item and specify the image folder path below which you have created in your desktop.
Step 6: Now go to administration and masters then select your item masters here your item image will be visible in the bottom screen.
Can you help to set item image in BUSY?
To add item image for an item masters in BUSY, please follow the steps
Step 1: Create a folder anywhere in your system then put all items image into that folder. make sure item images name should be same as item masters name or alias mentioned in BUSY.
Step 2: Open your company in BUSY and then go to administration menu and then click on configuration option
Step 3: Select features and options then choose inventory tab.
Step 4: Here in the centre right side an option will visible then tick the option maintain image and notes with vouchers and master.
Step 5: Click on configure tab,then tick the maintain image with item and specify the image folder path below which you have created in your desktop.
Step 6: Now go to administration and masters then select your item masters here your item image will be visible in the bottom screen.
How do I apply discounts to specific customers in bulk?
For applying discounts to specific customers in bulk in BUSY, you can use the Party Item-wise price/discount Structure option. To enable this option need to follow below mention steps.
Step 1: Take a latest backup of the company.
Step 1: Go to administration menu and select configuration option.
Step 2: In configuration menu select feature and option.
Step 3: In feature and opiton select the inventory tab and then navigate to the items pricing mode in vouchers option in the bottom of the screen.
Step 4: Select party item wise price/discount structure option then click on save button to save the configuration.
Step 5: Go to administration menu and select configuration from it.
Step 6: Then select Party item wise price/discount struture option and select the voucher sales and then confgure accordingly by selecting party and mention price and discount for the same.
How do i add item's image in BUSY?
To add item's image in BUSY, you need to follow these steps:
Step 1: Create a folder in your system's drive then put all items image into that folder. Make sure item images file name should be same as item name or alias mentioned in BUSY.
Step 2: Open your company in BUSY and then go to administration menu and then click on configuration option
Step 3: Select features and options then choose inventory tab.
Step 4: Here in the centre right side an option will visible then tick the option maintain image and notes with vouchers and master.
Step 5: Click on configure tab, then tick the maintain image with item and specify the image folder path below which you have created in your desktop.
Step 6: Now go to administration and masters then select your item masters here your item image will be visible in the bottom screen.
