How do I add/edit/delete items in BUSY?
Certainly! Here's a step-by-step guide on how to add a new item master in BUSY, including instructions on how to add, modify, and view items, as well as information on deleting items:
Step 1 : Look for the "Administration" menu in the main menu or toolbar. Click on it to access the administrative functions.
Step 2 : Within the Administration menu, you'll find various options. Look for and select "Masters." This is where you manage your item master records.
Step 3 : In the Masters section, there should be an option to add a new item master. Click on it to begin the process of adding a new item to your inventory.
Step 4 : Fill out the necessary details for the new item, including its name, description, unit of measurement, pricing information, tax details, and any other relevant information.
Step 5 : After entering all the required information, click the "Save" or "Add" button to create the new item master record.
Step 6 : To edit an existing item, you can make changes to its details, such as updating the description, price, tax information, or any other relevant data.
Step 7 ; It's important to note that in BUSY, you typically cannot delete an item that has recorded transactions associated with it. Deleting an item with transactions can impact your financial records and reports.
Step 8 : If you need to remove an item from your records but have transactions associated with it, consider alternative actions such as marking the item as inactive or archiving it instead of outright deletion.
Step 9 : If you decide that you must delete an item with recorded transactions, you'll first need to delete or void all transactions (e.g., sales, purchases) related to that item. This process can be complex and should be performed with caution.
Step 10 : Once all related transactions have been addressed, you can proceed to delete the item master record. This option is usually available within the item's details or from the item list.