Frequently Asked Questions

If some items are not reflecting in the ledger even though they are purchased in BUSY, you should 
check your item master and check then option of dont maintain stock balance that should be disable 
if it is enable then item will not be show in stock status. To check the status of item you need to follow steps:
Step 1: Go to the Administration and then click on Masters.
Step 2: Now select the Item option and click on Modify option.
Step 3: Now select the item that is not showing in stock status and check the option of Dont maintain stock Balance that should be disable.
Step 4: If Dont maintain stock balance is enable then disable it by specify N and save the master.

If stock status is not showing correct balance then you need to follow below steps:
Step 1: Take a backup of your data then open your company in BUSY
Step 2: Go to house keeping menu then run update master balances
Step 3: Now press ok button then run the process
Step 4: After completion of this process check the stock status report 
Step 5: If same issue persist make sure you have selected correct date range for the report
Step 6: Make sure you have selected correct material centre along with other details while opening the report
Step 7: If still same issue persist check the report in short range and try to found the date from it is start showing incorrect balance and solve it

If stock value not calculated as per weighted average method then you need to check the stock valuation method selected in company. 
To calculate your stock value on the basis of weighted average valuation method in BUSY, follow these steps:
Step 1: Open your company then go to administration menu then click on configuration tab.
Step 2: Select features and options then click on inventory tab.
Step 3: On right side first option is stock valution method if there already select weighted average then no need to change.
Step 4: If any other method is selected then choose the weighted average from the dropdown menu then save.
Step 5: After that go to housekeeping menu then run update master balance process and check the stock report.

If you want to track inventory then you can monitor your inventory and stock levels by using various report options available under the Display menu. You can view the stock status report, inventory books, and inventory summaries for any item, group, or category.
To create Purchase Order in BUSY, you can follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and click on Inventory tab.
Step 3: Here, you will find an option called "Enable Order Processingclick on the check box to turn it on and save.
Step 4: Now, go to the Transaction menu and select Purchase Order.
Step 5: Click on Add and fill all the required details such as Date, Voucher no. Items, etc.

To troubleshoot the stock status report, you need to first identify which part of the data is incorrect: the quantity, the price, or the amount. Then, you can check the following things:
Step 1:Make sure the report date is correct, 
Step 2:Make sure the material centre (if any) is correct, 
Step 3:Make sure the voucher series group (if any) is correct,
Step 4:If the price is incorrect, you can check which stock valuation method is selected from:
 (i) Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Inventory. 
Step 5:If you find any on enter mismatch in any part, you can fix it by running the update master balance option from the housekeeping tab, make sure to take latest backup of your company before doing that process.

To troubleshoot the stock status report, you need to first identify which part of the data is incorrect: the quantity, the price, or the amount. Then, you can check the following things:
Step 1:Make sure the report date is correct, 
Step 2:Make sure the material centre (if any) is correct, 
Step 3:Make sure the voucher series group (if any) is correct,
Step 4:If the price is incorrect, you can check which stock valuation method is selected from:
 (i) Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Inventory. 
Step 5:If you find any on enter mismatch in any part, you can fix it by running the update master balance option from the housekeeping tab, make sure to take latest backup of your company before doing that process.

If you are unable to generate stock report in BUSY please follow these steps :
 Step 1: Make sure you are logged in with superuser 
 Step 2: If you are logged in with subuser make sure it has appropriate rights to view the report 
 Step 3: If subuser do not have appropriate rights login with superuser and provide full access to view the report to that subuser 
 Step 4: After all of this settings go to display menu 
 Step 5: Then click on stock status and you can generate your stock report 
 Step 6: If you want you can also check other stock reports such as inventory books and inventory summary etc

If the opening amount of your items is not showing in the Stock Report, it could be due to several reasons, such as:
Step 1: If you have multiple financial years, the closing amount of the previous year may not be updated correctly in the opening amount of the current year.
Step 2: If you have a single financial year, you may have entered only the opening quantity and not the opening amount in the item master.
Step 3: When you open the report, the Show Value of Items option may be set to N, which means no value will be displayed. 
These are some of the common reasons, but there may be other factors depending on your situation.

If you want to change the stock quantities and values for some items, follow these steps.
 Step 1. Go to Transactions menu and then click on Stock Journal voucher, and then click on Add button.
 Step 2. Now add the stock journal voucher with same material center and select those item which have issue in stock quantity and values.
 Step 4. In the Items Generated section, select those items which have 0 or lower stock 
 Step 5. In the Items Consumed section, select those items which have excess stock.
 Step 6. Now click the save button to save the changes and now you can check stock repot it will showing properly.

If you are facing any discrepancy in inventory and report, please follow the given steps
 Step 1 Go on display 
 Step 2 Click on stock report
 Step 3 Click on closing stock alphabetical
 Step 4 Select here item and the date on which you want to check inventory
 Step 5 Now check the physical inventory you have, it both match then it is ok
 Step 6 If physical inventory and stock report are not matching then go on transaction
 Step 7 Click on physical stock then add
 Step 8 Type here voucher number and select date and load items
 Step 9 Now enter the physically stock counted and save