Frequently Asked
Questions
Find Solutions to Common Issues Related to inventory-reports - inventory books
How can add the Columns of Item Description, HSN Code, and GST Rate in Report in BUSY?
To add the Columns of Item Description, HSN Code, and GST Rate in the report in BUSY below are the steps to follow:-
Step 1: First Open the Report in which want to add these columns some of the reports in which you can add these columns are Item lists...
Can you customize a report to show discount amounts for each transaction?
Yes, we can guide how to add discount amount column in a report to show discount amounts for each transaction. Please follow the below steps:
Step 1: Open that report in which you want to add discount amount column (e.g. sale/purchase list/ account/inventory register)
Step 2: Click on the Custom Column option which is available at the top right on the report
Step 5: Then enter the name of the format and then press enter
Step 6: After this click on Add new column/row
Step 7: Enter the column title(Discount Amount), then specify the position after which column you want to add the new column
Step 8: Select the data type and then choose alignment and enter charcter
Step 9: Click on the data field and then select the category from which you want the data to appear in a new column
Step10:Click on filed & select then field accordingly(BS1,2,3_amount if you are enter diecount in bill sundry and if you are using item wise then you have to select DISCOUNT_AMOUNT) and then save field & then save then column
Step 11: Re-open that report with new created format.
or
you can refer our item wise discount report of inventory summary fm display menu.
How to generate reports, track inventory, reconcile accounts in BUSY?
When users enter transactions into vouchers at the company, these transactions are added to the report. Because the report is generated on the basis of transactions. Follow the steps given below to view the report:-
Step 1 : Open Company in BUSY
Step 2 : Go to Display, various reports are available in BUSY, you can view this report as per your requirement
There are many features available to manage inventory in BUSY. Follow the steps below to enable these features:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Features / Options
Step 4 : Inventory
Step 5 : Enable the features as per the requirments
Ledger Reconcilation feature is available in BUSY for reconciliation of Account Ledger. To manage the Ledger Reconciliation, follow the steps given below:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Feature / Options
Step 4 : Accounts
Step 5 : Enable the Ledger Reconciliation feature and Save
Step 6 : Press Alt + L shortcut key to open the Account Ledger report, while opening the Account ledger report, enable the Enable Reconciliation option.
Step 7 : Press F4 key to Reconcile Entry and enter Remarks. Report will be updated
Why am I unable to view certain fields like GR RR numbers in the purchase reports? How can I configure the reports to view them?
If you want to add the GR RR number field in the report then you can add it through custom column.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data Field
Step 3: Select the required Category from which you want to select the field
Step 4: Select the required field of that category
For New Row :
Step 1: Enable the sub details option
Step 2: Mention the Show After and Column Field, For when should show and under Which Column.
Step 3: Select the Category, Column Name and Required Field.
How do I check /get the sales report with party name, phone, and product which was i created in BUSY?
To get sale report with party name, mobile and product in BUSY, please follow the below steps:
1: Go to display menu
2: Inventory books
3: Then click on inventory register ( standard)
4: Click on sale register & open it
5: Click on the Custom Column option which is available at the top right on the report
6: Then enter the name of the format and then press enter
7: After this click on Add new column/row
8: Enter the column title(Mobile Number), then specify the position after which column you want to add the new column
9: Select the data type and then choose alignment and enter charcter
10: Click on the data field and then select the category from which you want the data to appear in a new column
11:Click on filed & select then field accordingly(Party_mobile_no) and then save field & then save then column
12: Re-open that report with new created format.
I want to add serial numbers and other custom fields in my purchase reports. How can I get these additional details in the reports?
If you want to add the additional field in the report then you can add it through custom column.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data Field
Step 3: Select the required Category from which you want to select the field
Step 4: Select the required field of that category
For New Row :
Step 1: Enable the sub details option
Step 2: Mention the Show After and Column Field, For when should show and under Which Column.
Step 3: Select the Category, Column Name and Required Field.
How can I trace raw material consumption to finished goods in BUSY production cycle
Pls Follow the Below Steps :
Step 1: Display Menu
Step 2: Production Reports
Step 3: Bill of Material Details
BOM- Bill of Material is used for manufacturing and Production of an item. We can generated the Finished Good from Raw Material vise versa for unassemble.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Enable the Manufacturing Option
Step 6: Create BOM under Masters then specify Expense per unit.
Step 7: Specify the Finished Good - Item to Produce Option
Step 8: Mention the Generated finished good Quantity.
Step 9: Mention the Ram Material Details.
Step 10: Transaction
Step 11: Production
Step 12: Add and Select the BOM then expense per unit window will popup that expense value will get add in finished product value.
Note : For Better Report, Can Specify 1 Qty for Finished and accordingly mention the raw material.
I want to track my inventory and generate inventory reports. How can I set this up in BUSY?
To track inventory and generate inventory reports in BUSY, you can follow these steps:
Step 1 : Set up your inventory: Go to the Inventory module and create inventory items with relevant details like name, code, unit of measurement, etc.
Step 2 : Record inventory receipts and issues: Use the appropriate voucher types to record inventory receipts (e.g., purchase invoices) and issues (e.g., sales invoices, material issue vouchers).
Step 3 : Update stock quantities: Regularly update the stock quantities in BUSYwhenever there are inventory transactions.
Step 4 : Generate inventory reports: Go to the Reports section and select the desired inventory reports, such as stock summary, stock ledger, stock valuation, etc.for that follow :
Step 5 : CLick on display
Step 6 : Inventory books
Step 7 : See report like stock ledger, stock status, stock summary.
How do I modify the inventory report format to include custom columns
To add a custom column in any inventory report in BUSY, follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Choose a category and click on Fields. Find and select the field that you want to show in the new column. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
The sales and purchase registers in BUSY do not have the Quantity and Rate fields. How can I add these columns to the reports?
If you want quantity and rate fields in sale and purchase register under account books,you can open and then add custom column for quantity and rate fields as available by selecting coloumn number and heading in custom coloumns and also you must have stanrard or enterprise model to add custom column and user right to add columns in reports.
But sales and purchase register including inventory details like item,quantity and rate fields,you can follow these steps
Step 1 Go to display and then INVENTORY books
Step 2 Go to inventory registers standard
Step 3 Then select sales register or purhase register,then parties either all or groupwise
Step 4 Then select date range and other required options
Step 5 Now you can check sale or purchase register along with parties and inventory details
