Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory other features
How can I add the item image for an item master in BUSY?
To add item image for an item masters 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.
What is call management in BUSY? How does BUSY help with call center management?
The call management in BUSY 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.
Can I put negative quantities in voucher?
Yes you can put negative quantities in sale and purchase voucher if you have enabled the allow sales return and purchase return in sale and purchase voucher
To enable this follow below steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options tab and then click on inventory tab
Step 3: Tick the checkbox of allow purchase and sale return in purchase and sale voucher and save the changes
Step 4: After that go to transactions menu and click on voucher such as purchase,sale etc and then click on add to create the voucher
Step 5: Specify the required fields in voucher such as series,voucher number,purchase and sale type and party name etc
Step 6: After that go to item grid and specify the item name and then specify the quantity with negative sign and then make a invoice
How to setup pricing and MRP for items in BUSY?
To set up pricing and MRP for items in BUSY, you need to follow these steps:
1. Go to the item master and select the item for which you want to set the pricing and MRP.
2. In the item master, enter the sale price, purchase price, and MRP for the item.
3. Make sure that the pricing mode is set to "Picked from item master" for the item.
4. If you want to treat MRP as the sale price, enable the option "Treat MRP as sale price" in the pricing mode settings.
5. Save the changes and exit the item master.
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 do I manage inventory valuation method in BUSY?
The Stock Valuation method is utilized to determine the value of the closing stock.
In BUSY , multiple valuation methods are available for this purpose.These methods include FIFO, LIFO, Last Purchase, Last Quantity In, Last Sale, Self Evaluation, Weighted Average, Average Price (Quantity In), Average Price (Invoice), and more. You can select the valuation as per the requirement.
Please Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and options
Step 4: Inventory tab
Step 5: Select method for Stock Val. Method or can search the option through F3 shortcut key.
We have another option for maintain stock valuation according to the each item in Item Master.
Step 1: Administration
Step 2: Configuration
Step 3: Features and options
Step 4: Inventory tab
Step 5: Enable the Seperate Stock Valution Method for Items.
Step 6: Open the Item Master and Select the Stock Valuation Method.
Do This Process after Data Backup
Can you show me how to apply a scheme to a single item in the software?
In BUSY we can create scheme for Quantity Based Volume for Vouchers.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.Pls Follow the Below Steps :
Step 1: Go to Administration menu and then Configuration tab
Step 3: And select Features and Options and then Inventory tab
Step 5: Now here,Enable the Scheme Option
Step 6: After then, go to Administration menu and then Masters
Step 7: And select Scheme and click on the Add option
Step 8: Mention the Date and Time then select the required voucher for which want to apply it.
Step 9: Specify the Scheme type and create it.
Step 10: Go to configuration and then Voucher Series Configuration option
Step 11: here,Select required voucher type and series from Voucher Series window
Step 12: Enable the item wise discount Option.
How to apply schemes based on customer type or region in BUSY?
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.
Clubbed On : Here Scheme is applied on both Quantity and Amount for Item Group and Item Optional Field.
Voucher : Here Scheme is applied on Discount Bill Sundry.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Scheme Option
Step 6: Administration
Step 7: Masters
Step 8: Scheme
Step 9: Add
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 to create sales promotion or scheme in BUSY?
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.
Clubbed On : Here Scheme is applied on both Quantity and Amount for Item Group and Item Optional Field.
Voucher : Here Scheme is applied on Discount Bill Sundry.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Scheme Option
Step 6: Administration
Step 7: Masters
Step 8: Scheme
Step 9: Add
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 maintain item image with master in BUSY?
To maintain item image with master in BUSY, follow these 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 named as per item name or alias updated in BUSY.
Step 2: Open your company in BUSY then go to administration menu and click on configuration option
Step 3: Select features and options then choose inventory tab.
Step 4: Tick the option maintain image and notes with vouchers and master which is display at centre right side of screen.
Step 5: Now, 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: Next, go to administration and masters then select your item masters here your item image will be visible in the bottom screen.
I am unable to pick correct MRP for product in BUSY. How can I fix this?
To fix the issue of picking of correct MRP in BUSY, you can follow these steps:
Step 1: Go to administration then configuration and click on feature/options
Step 2: Then go to inventory tab and enable feature MRP wise details
Step 3: Then go to master then item and open item in modify
Step 4: Enable MRP wise details in item master
Step 5: When purchase item widow will be open for mention MRP after selecting item
Step 6: Mention mrp in that that window for the item
Step 7: Then when item will be selected for sale mrp window will be appear to choose the MRP want to sale out
Step 8: Stock of then particular MRP should be present in order to show in list
By following these steps, you should be able to select correct MRP in BUSY.
