Frequently Asked
Questions

Q: How do I assign serial numbers to existing stock? Is there a bulk update option?

Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature: Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers. Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed, Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data. Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers. Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process. Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.

Q: Is there a way to import serial numbers into BUSY invoices in bulk?

Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature: Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers. Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed, Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data. Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers. Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process. Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.

Q: Is there a way to bulk upload serial numbers for multiple items?

Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature: Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers. Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed, Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data. Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers. Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process. Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.

Q: How can I mark the expiry date for a transaction in BUSY Accounting Software and where will it be visible?

If you want to specify the expiry date in voucher please follow these steps: Step 1: Go to administration menu then click on configuration submenu Step 2: Then click on features and options tab after that click on inventory tab Step 3: Afterwards make sure batch wise details should be tick and then click on configure button available at his right Step 4: Then select batch expiry date input format as month and year format or full date format as required then click on ok button and save the changes Step 5: Afterwards go to administration menu again then click on masters and open the item master from modify or list Step 6: Make sure batch wise details option should be selected as Y and specify the expiry and manufacturing date as expiry date or both and save the master Step 7: Open the voucher from transactions menu then open the existing invoice or create a new voucher Step 8: After that you will be able to do see expiry date option in voucher ,when you press enter after the item a popup will apear to specify expiry date.

Q: Why is the expiry date not reflecting while creating bills?

If expiry date is not reflecting while creating bills please follow these steps: Step 1: Go to administration menu then click on configuration submenu Step 2: Then click on features and options tab after that click on inventory tab Step 3: Afterwards make sure batch wise details should be tick and then click on configure button available at his right Step 4: Then select batch expiry date input format as month and year format or full date format as required then click on ok button and save the changes Step 5: Afterwards go to administration menu again then click on masters and open the item master from modify or list Step 6: Make sure batch wise details option should be selected as Y and specify the expiry and manufacturing date as expiry date or both and save the master Step 7: Open the voucher from transactions menu then open the existing invoice or create a new voucher Step 8: After that you will be able to do see expiry date option in voucher ,when you press enter after the item a popup will apear to specify expiry date.

Q: How to record credit sales in BUSY?

Recording credit sales in BUSY involves creating a sales voucher or entry that captures the transaction details. Here's a step-by-step guide on how to record credit sales: Step 1 :In the software's Transaction menu navigate to the "Sales" Section. Look for an option that allows you to create a new sales voucher. Step 2 :Begin by selecting the customer to whom you are making the credit sale. If the customer is not already in your database, you may need to create a new customer account with their details. Step 3 :Specify the appropriate sales ledger for the type of product or service being sold. The sales ledger helps categorize the sale for accounting and reporting purposes. Step 4 :Enter the details of the credit sale, including: Date of the sale,Invoice or reference number (if applicable).Description of the items or services sold.,Quantity sold,Unit price or rate,Any applicable taxes or discounts. Step 5 :Indicate that this is a credit sale by selecting the appropriate payment mode, typically "Credit" or "On Account." Step 6 :Review the sales voucher entry for accuracy. Ensure that all details are correct. If everything looks good, save the entry.

Q: How do parameters affect valuation/reports in BUSY?

Parameters in BUSY play a crucial role in affecting the valuation and reporting of inventory. These parameters define how various aspects of inventory, including pricing, valuation, and measurement, are handled within the software. Here's how parameters can impact valuation and reports in BUSY: Step 1 :This parameter affects how the cost of goods sold (COGS) and inventory valuation are calculated. Different pricing methods can result in varying inventory values, which, in turn, affect financial statements and reports. Step 2:parameters ensure that inventory quantities and values are accurately reflected in reports, helping you track stock levels and assess inventory costs based on your chosen units. Step 3 :Reorder level parameters enable you to set minimum stock levels for items. When inventory falls below the reorder level, it triggers reordering to maintain optimal stock levels. Step 4:BUSY allows you to specify valuation and costing methods for inventory. This includes choosing between periodic and perpetual inventory systems and specifying how costs are allocated. Step 5 :BUSY allows you to make cost and pricing adjustments for inventory items. Parameters for these adjustments can impact the accuracy of cost calculations and pricing in reports.

Q: How do I check if a serial number has already been used in BUSY?

Here is a step-by-step solution for checking if a serial number has already been used in BUSY: Step 1 : Look for the Reports or a similar option in your version of BUSY. It's typically located in the Display menu. Step 2 : Within the Display menu, locate and select the option for Serial Number Wise or Item Serial Number Wise reports. Step 3 : In the Serial Number Wise report section, you will typically have options to search for specific serial numbers. Step 4 : You can see all the transactions and records associated with this serial number, including invoices, purchases, sales, or any other relevant information. Step 5 : If you want more detailed information about a particular serial number's history, you can use the Query system: Go to the Display menu in BUSY.Look for the Query option, which may be labeled as Query System or something similar.Choose the Item Serial No. query . Step 6 : Enter the serial number you want to query in the designated field. Execute the query to retrieve detailed information about the serial number's history, including all associated transactions and documents.

Q: How can I customize inventory reports by batch details like manufacturing date or expiry in BUSY?

BUSY provides various utilities for managing inventory and batches. Some of these utilities include. To maintain the accuracy of your reports, it's crucial to maintain and reference batch information meticulously in both purchasing and sales processes. Here are some steps to ensure accuracy: Step 1 : Regularly review batch-wise stock reports to verify the quantities and values associated with each batch. Step 2 : Utilize batch-wise stock ageing reports to monitor how long batches have been in stock. This information is essential for managing inventory and ensuring that items with expiration dates are used or sold before they expire. Step 3 : Compare the data from batch-wise stock reports and batch-wise stock ageing reports with the stock summary in the stock ledger. Step 4 : Analyze the Unadjusted Batches section within the On Account Batch Entries report. This will help identify any batches that have not been properly adjusted in your accounting system. Step 5 : Ensure that the opening batch references and balances in your accounting software align with the actual physical inventory on hand. Any discrepancies should be investigated and corrected.

Q: How to check older purchase invoices in BUSY to match batch number or expiry dates?

BUSY provides various utilities for managing inventory and batches. Some of these utilities include. To maintain the accuracy of your reports, it's crucial to maintain and reference batch information meticulously in both purchasing and sales processes. Here are some steps to ensure accuracy: Step 1 : Regularly review batch-wise stock reports to verify the quantities and values associated with each batch. Step 2 : Utilize batch-wise stock ageing reports to monitor how long batches have been in stock. This information is essential for managing inventory and ensuring that items with expiration dates are used or sold before they expire. Step 3 : Compare the data from batch-wise stock reports and batch-wise stock ageing reports with the stock summary in the stock ledger. Step 4 : Analyze the Unadjusted Batches section within the On Account Batch Entries report. This will help identify any batches that have not been properly adjusted in your accounting system. Step 5 : Ensure that the opening batch references and balances in your accounting software align with the actual physical inventory on hand. Any discrepancies should be investigated and corrected.

Find Solutions to Common Issues Related to features - inventory parameter batch serial number

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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 do I assign serial numbers to existing stock? Is there a bulk update option?

Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.

Is there a way to import serial numbers into BUSY invoices in bulk?

Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.

Is there a way to bulk upload serial numbers for multiple items?

Here is a step-by-step guide on how to import serial numbers into BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.

How can I mark the expiry date for a transaction in BUSY Accounting Software and where will it be visible?

If you want to specify the expiry date in voucher please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options tab after that click on inventory tab
Step 3: Afterwards  make sure batch wise details should be tick and then click on configure button available at his right
Step 4: Then select batch expiry date input format as month and year format or full date format as required then click on ok button and save the changes
Step 5: Afterwards go to administration menu again then click on masters and open the item master from modify or list 
Step 6: Make sure batch wise details option should be selected as Y and specify the expiry and manufacturing date as expiry date or both and save the master
Step 7: Open the voucher from transactions menu then open the existing invoice or create a new voucher 
Step 8: After that you will be able to do see expiry date option in voucher ,when you press enter after the item a popup will apear to specify expiry date.

Why is the expiry date not reflecting while creating bills?

If expiry date is not reflecting while creating bills please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options tab after that click on inventory tab
Step 3: Afterwards  make sure batch wise details should be tick and then click on configure button available at his right
Step 4: Then select batch expiry date input format as month and year format or full date format as required then click on ok button and save the changes
Step 5: Afterwards go to administration menu again then click on masters and open the item master from modify or list 
Step 6: Make sure batch wise details option should be selected as Y and specify the expiry and manufacturing date as expiry date or both and save the master
Step 7: Open the voucher from transactions menu then open the existing invoice or create a new voucher 
Step 8:  After that you will be able to do see expiry date option in voucher ,when you press enter after the item a popup will apear to specify expiry date.

How to record credit sales in BUSY?

Recording credit sales in BUSY involves creating a sales voucher or entry that captures the transaction details. Here's a step-by-step guide on how to record credit sales:
Step 1 :In the software's Transaction menu navigate to the "Sales" Section. Look for an option that allows you to create a new sales voucher.
Step 2 :Begin by selecting the customer to whom you are making the credit sale. If the customer is not already in your database, you may need to create a new customer account with their details.
Step 3 :Specify the appropriate sales ledger for the type of product or service being sold. The sales ledger helps categorize the sale for accounting and reporting purposes.
Step 4 :Enter the details of the credit sale, including:
Date of the sale,Invoice or reference number (if applicable).Description of the items or services sold.,Quantity sold,Unit price or rate,Any applicable taxes or discounts.
Step 5 :Indicate that this is a credit sale by selecting the appropriate payment mode, typically "Credit" or "On Account."
Step 6 :Review the sales voucher entry for accuracy. Ensure that all details are correct. If everything looks good, save the entry.

How do parameters affect valuation/reports in BUSY?


Parameters in BUSY play a crucial role in affecting the valuation and reporting of inventory. These parameters define how various aspects of inventory, including pricing, valuation, and measurement, are handled within the software. Here's how parameters can impact valuation and reports in BUSY:
Step 1 :This parameter affects how the cost of goods sold (COGS) and inventory valuation are calculated. Different pricing methods can result in varying inventory values, which, in turn, affect financial statements and reports.
Step 2:parameters ensure that inventory quantities and values are accurately reflected in reports, helping you track stock levels and assess inventory costs based on your chosen units.
Step 3 :Reorder level parameters enable you to set minimum stock levels for items. When inventory falls below the reorder level, it triggers reordering to maintain optimal stock levels.
Step 4:BUSY allows you to specify valuation and costing methods for inventory. This includes choosing between periodic and perpetual inventory systems and specifying how costs are allocated.
Step 5 :BUSY allows you to make cost and pricing adjustments for inventory items. Parameters for these adjustments can impact the accuracy of cost calculations and pricing in reports.

How do I check if a serial number has already been used in BUSY?

Here is a step-by-step solution for checking if a serial number has already been used in BUSY:
Step 1 : Look for the Reports or a similar option in your version of BUSY. It's typically located in the Display menu.
Step 2 : Within the Display menu, locate and select the option for Serial Number Wise or Item Serial Number Wise reports. 
Step 3 : In the Serial Number Wise report section, you will typically have options to search for specific serial numbers.
Step 4 : You can see all the transactions and records associated with this serial number, including invoices, purchases, sales, or any other relevant information.
Step 5 : If you want more detailed information about a particular serial number's history, you can use the Query system:
Go to the Display menu in BUSY.Look for the Query option, which may be labeled as Query System or something similar.Choose the Item Serial No. query .
Step 6 : Enter the serial number you want to query in the designated field.
Execute the query to retrieve detailed information about the serial number's history, including all associated transactions and documents.

How can I customize inventory reports by batch details like manufacturing date or expiry in BUSY?

BUSY provides various utilities for managing inventory and batches. Some of these utilities include. To maintain the accuracy of your reports, it's crucial to maintain and reference batch information meticulously in both purchasing and sales processes. Here are some steps to ensure accuracy:
Step 1 : Regularly review batch-wise stock reports to verify the quantities and values associated with each batch. 
Step 2 : Utilize batch-wise stock ageing reports to monitor how long batches have been in stock. This information is essential for managing inventory and ensuring that items with expiration dates are used or sold before they expire.
Step 3 : Compare the data from batch-wise stock reports and batch-wise stock ageing reports with the stock summary in the stock ledger. 
Step 4 : Analyze the Unadjusted Batches section within the On Account Batch Entries report. This will help identify any batches that have not been properly adjusted in your accounting system.
Step 5 : Ensure that the opening batch references and balances in your accounting software align with the actual physical inventory on hand. Any discrepancies should be investigated and corrected.

How to check older purchase invoices in BUSY to match batch number or expiry dates?

BUSY provides various utilities for managing inventory and batches. Some of these utilities include. To maintain the accuracy of your reports, it's crucial to maintain and reference batch information meticulously in both purchasing and sales processes. Here are some steps to ensure accuracy:
Step 1 : Regularly review batch-wise stock reports to verify the quantities and values associated with each batch. 
Step 2 : Utilize batch-wise stock ageing reports to monitor how long batches have been in stock. This information is essential for managing inventory and ensuring that items with expiration dates are used or sold before they expire.
Step 3 : Compare the data from batch-wise stock reports and batch-wise stock ageing reports with the stock summary in the stock ledger. 
Step 4 : Analyze the Unadjusted Batches section within the On Account Batch Entries report. This will help identify any batches that have not been properly adjusted in your accounting system.
Step 5 : Ensure that the opening batch references and balances in your accounting software align with the actual physical inventory on hand. Any discrepancies should be investigated and corrected.

Frequently AskedQuestions