Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory parameter batch serial number
How can I change batch configuration for a particular item?
Changing batch configurations for a particular item typically depends on the context and the system you are using. Batch configurations are often associated with inventory management and manufacturing systems, so I'll provide a general guideline for how you might change batch configurations for an item in such a system:
Step 1 :Within the item's details, there should be a section related to batch configuration. This section might include fields for batch size, batch number format, batch tracking options, expiration dates, and other batch-related settings.
Step 2 :Modify the batch configuration settings as needed. Depending on your system, you may be able to change the batch size, set batch number rules, enable or disable batch tracking, and adjust other relevant parameters.
Step 3 :The system may provide a confirmation message indicating that the batch configuration for the item has been updated successfully.
Step 4 :It's important to note that the exact steps and terminology can vary depending on the specific software or system you are using. If you are working with a specialized inventory management or manufacturing software, refer to the user manual or help documentation provided by the software provider for detailed instructions on changing batch configurations for items within that system.
I purchased an item but can't see it for stock transfer in BUSY. What can be the issue?
If you have purchased an item in BUSY but cannot see it for stock transfer, several factors could be causing this issue. Here are some common reasons and steps to resolve the problem:
Step 1 : Verify that the item purchase entry has been recorded accurately.
Step 2 : Confirm that you are attempting the stock transfer from the correct inventory location or warehouse where the item was received.
Step 3 : Ensure that the purchased item is in stock and available in the inventory. If the item has not yet been added to your inventory or is out of stock, you won't be able to transfer it.
Step 4: Check the date range for the stock transfer. Make sure you are searching for the item within the correct time frame to account for recent purchases.
Step 5 :Review any filters or settings you have applied when attempting to initiate the stock transfer. Incorrect filtering can hide the item from view.
Step 6 :Use the appropriate stock transfer module or function within BUSY. Ensure you are following the correct steps for transferring stock.
Step 7 : Check your user permissions within BUSY. Ensure that you have the necessary permissions to perform stock transfers.
How do I use the parameter feature in BUSY for bifurcating items based on color, size etc?
To use the parameter feature in BUSY for bifurcating items based on color, size etc, you are required to configure parameter details feature by follow the below steps:
1.To enable parameterized details feature:
Step 1: Go to administration then click on configuration menu
Step 2: Choose the features and option then select inventory tab
Step 3: Enable the parameterized details then Click on configure tab appear for parameterized details.
Step 4: Now, specify the no. of parameters then click on configure tab, specify the parameter value and save the configuration.
2.To enable parameter feature in item master:
Step 1: Go to administration then click on master menu
Step 2: Choose the item option then select modify tab
Step 3: Specify Y to enable the parameterized details feature and save the master.
3.To post entry with parameter details:
Step 1: Go to transaction section then click on purchase voucher type
Step 2: Select the add option then specify the header part of invoice.
Step 3: At body part, after entry the item details and its quantity, parameter details window will appear where you need to specify the parameter value or you can create the value through F3 shortcut key at parameter grid.
Step 4: Save the invoice after create with required details.
Where can I view the serial numbers of all items purchased and sold in BUSY?
"To take inventory in BUSY using serial numbers, you can follow these steps: You can enter serial numbers for your products in BUSY by going to the purchase or sales section and filling in the serial number column for each respective product.
Step 1 : After enabling serial number tracking, you may need to configure it according to your specific requirements. This configuration may involve setting preferences such as whether serial numbers are mandatory, how they are generated, or any additional information you want to track along with serial numbers. Step 2 : To start tracking serial numbers for specific products, you need to modify the item master for those products.
Step 3 : Locate the product or item for which you want to enable serial number tracking within the item master.
Step 4 : Within the item details, you should find an option related to serial number wise details . Enable this option for the specific product.
Step 5 : After enabling serial number tracking for the product, save the changes you made to the item master."
Step 6 :In the display menu , select the Serial o wise data reoirt to all serial no wise history .
How can I set discount approval authority for my sales team in BUSY?
Certainly, here's a step-by-step guide on how to set up an automated discount approval workflow in BUSY using the enterprise version's voucher approval features:
Step 1 : Look for the voucher approval settings within the software. This setting is typically located in the administrative or configuration section. It's where you can define approval workflows.
Step 2 : Within the voucher approval settings, you can set up the approval process for discounts. This might involve specifying who needs to approve discounts, the order of approval, and the conditions for approval.
Step 3 : Assign approval rights to specific users or roles within your organization. Designate which users have the authority to approve discount requests. This step ensures that only authorized personnel can approve discounts.
Step 4 : Set up specific rules and conditions for discount approval. You can determine criteria such as the maximum discount amount or percentage , the types of transactions that require approval, and any other relevant parameters.
Step 5 : : For further guidance, best practices, or any specific assistance related to configuring and fine-tuning the discount approval workflow, reach out to BUSY's support center. They can provide expert advice and address any complex scenarios you might encounter.
Can I import serial numbers for my existing products into BUSY?
Yes, you can import serial numbers for your existing products into BUSY.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 any automated discount approval workflow supported in BUSY?
Certainly, here's a step-by-step guide on how to set up an automated discount approval workflow in BUSY using the enterprise version's voucher approval features:
Step 1 : Look for the voucher approval settings within the software. This setting is typically located in the administrative or configuration section. It's where you can define approval workflows.
Step 2 : Within the voucher approval settings, you can set up the approval process for discounts. This might involve specifying who needs to approve discounts, the order of approval, and the conditions for approval.
Step 3 : Assign approval rights to specific users or roles within your organization. Designate which users have the authority to approve discount requests. This step ensures that only authorized personnel can approve discounts.
Step 4 : Set up specific rules and conditions for discount approval. You can determine criteria such as the maximum discount amount or percentage , the types of transactions that require approval, and any other relevant parameters.
Step 5 : : For further guidance, best practices, or any specific assistance related to configuring and fine-tuning the discount approval workflow, reach out to BUSY's support center. They can provide expert advice and address any complex scenarios you might encounter.
How to configure batches and serial numbers in BUSY?
Batch Wise Feature is used moslty for pharmaceutical with their Manufacturing & Expiry Date.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Batch wise feature then Select the Date format for Manufacturing and Expiry.
Step 6: Tick on Maintain Sales price
Step 7: Enable the Batch wise feature from Item Master.
Step 8: During Purchase voucher entry, Batch wise window will popup in item then mention the batch details & adjust that batch in Sales.
Step 9: Can check report in Display under Batch wise details.
Serial Number Feature is mostly used for maintaining the Mobile Serial number. We can maintain either manually or automatic Serial number as per your needs.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Serial No. Wise Details with required option as per your need.
Step 6: Open the Item Master , Enable the Serial No. option then Select either Automatic or Manual.
Step 7: During voucher entry, Serial number will get maintain for an Item and after that adjust it in the sales voucher.
Step 8: For Reports, Under Display Menu can check in Serial No. wise Reports.
How do I manage serialized and batch tracked inventory?
Serial Number Feature is mostly used for maintaining the Mobile Serial number. We can maintain either manually or automatic Serial number as per your needs.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Serial No. Wise Details with required option as per your need.
Step 6: Open the Item Master , Enable the Serial No. option then Select either Automatic or Manual.
Step 7: During voucher entry, Serial number will get maintain for an Item and after that adjust it in the sales voucher.
Step 8: For Reports, Under Display Menu can check in Serial No. wise Reports.
Batch Wise Feature is used moslty for pharmaceutical with their Manufacturing & Expiry Date.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Batch wise feature then Select the Date format for Manufacturing and Expiry.
Step 6: Tick on Maintain Sales price
Step 7: Enable the Batch wise feature from Item Master.
Step 8: During Purchase voucher entry, Batch wise window will popup in item then mention the batch details & adjust that batch in Sales.
Step 9: Can check report in Display under Batch wise details.
How do I record purchase and sale entries in BUSY?
Recording Purchase/ sales in BUSY involves creating a Purchase / 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"/ " Purchase 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 Purchase/ 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 Purchase /sales ledger for the type of product or service being sold. The {Purchase / sales ledger helps categorize the sale for accounting and reporting purposes.
Step 4 :Enter the details of the Purchase/ 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.
Date of the Invoice or reference number (if applicable).Description of the items or services Purchase.,Quantity ,Unit price or rate,Any applicable taxes or discounts.
Step 6 :Review the Purchase/ sales voucher entry for accuracy. Ensure that all details are correct. If everything looks good, save the entry.
