Frequently Asked
Questions
Find Solutions to Common Issues Related to features - inventory parameter batch serial number
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.
How to add purchase/sales bill 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.
How to enter invoice details 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.
How do I enter a new bill in BUSY
Recording Purchaseor sales in BUSY involves creating a Purchase or 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 Salesor 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 Purchaseor 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 orsales ledger for the type of product or service being sold. The {Purchase or sales ledger helps categorize the sale for accounting and reporting purposes.
Step 4 :Enter the details of the Purchaseor 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 Purchaseor sales voucher entry for accuracy. Ensure that all details are correct. If everything looks good, save the entry.
Do you have to add item parameters before adding items in transactions? What is the right process?
In BUSY, you are required to configure parameter details feature then enable the same item master before using the item in transaction by following 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.
What happens if I transfer stock not purchased from company in BUSY?
In BUSY, if you attempt to transfer stock that has not been purchased from the company or entered into the software's records, it can lead to discrepancies and potential issues in your inventory management. Here's what happens when you transfer stock that was not purchased from the company:
Step 1 :The transferred stock will not be properly accounted for in your inventory records, leading to discrepancies between your physical stock and your recorded stock levels.
Step 2 :Your financial records will not accurately reflect the cost associated with the stock transfer because there is no purchase record for these items
Step 3 :Depending on your industry and regulatory requirements, transferring unrecorded stock can lead to compliance and reporting issues. Proper documentation of purchases is often necessary for auditing and tax purposes.
Step 4 : Without a purchase record, you won't be able to track the actual cost of the transferred stock, making it challenging to calculate accurate profit margins or make informed pricing decisions.
Step 5 :If the items transferred were subject to warranties, service agreements, or vendor support, not having a purchase record may lead to difficulties in accessing these benefits in case of issues with the products.
How do I add/enter a design number for each item in the voucher entry?
In BUSY, you can add the design number for each item in voucher, you can use parameter feature by following these 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.
If there is discrepancy in expiry stock quantity between different reports, how to identify and fix it?
Inaccurate batch reports can stem from several factors, including improper adjustment of batch-wise stock and missing batch details in sales transactions. 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 can I generate return voucher using original invoice number?
In BUSY, you can generate a return voucher using the original invoice number by following these steps:
Step 1 :Launch the BUSY and access the Sales Return module. Look for an option or menu item that allows you to create a new sales return voucher. This option is usually labeled as "Sales Return," "Credit Note," or similar.
Step 2 :In the sales return voucher, specify the customer for whom you are processing the return. You may need to enter the customer's name or select it from your customer database.
Step 3 :Locate the field labeled "Original Invoice No." or something similar. Enter the original invoice number from which the customer is returning items
Step 4 :Review the list of items from the original invoice that are eligible for return. Check the boxes next to the items the customer is returning in this transaction.
Step 5 ;If the quantities or values of the returned items are different from those on the original invoice, make the necessary adjustments in the return voucher.
Step 6 :The software should automatically calculate the refund or credit amount based on the returned items and their values. Verify that this amount is correct.
