Frequently Asked Questions

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.

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.

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.

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.

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

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

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.

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.

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.

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.