BUSY CRM Add-on: Customer, Lead and Service Management Software

Introducing BUSY Delivery Status Add-on: Track Delivered and Pending Sales Invoices

Every business that sells goods needs to know one simple thing: has the material actually reached the customer? In many businesses, invoices are created in BUSY, but delivery information is tracked separately on paper, in Excel sheets or through phone calls. This makes it hard to know which bills are delivered and which are still pending.

The BUSY Delivery Status Add-on by Anikasm Softech Private Limited is designed to solve this problem. It lets you track the delivery status of your sales invoices directly alongside your existing BUSY accounting workflow.

What Is the BUSY Delivery Status Add-on?

The BUSY Delivery Status Add-on is a customization for BUSY Accounting Software that helps businesses mark and monitor whether each sales invoice has been delivered or is still pending.

Instead of maintaining a separate delivery register, your team can view sales invoices, update their delivery status and review pending deliveries from one place. The exact features and options depend on the installed add-on version and its configuration.

Why Delivery Tracking Matters

Without a proper delivery tracking system, businesses often face problems such as:

  • Customers calling to ask where their material is, while staff have no clear answer
  • Bills marked as dispatched but never actually delivered
  • Payment follow-ups starting before goods have reached the customer
  • Time wasted checking delivery details across registers, Excel files and phone calls
  • No clear view of how much billing value is still pending delivery

A simple delivery status system linked to your sales invoices helps reduce these issues and gives management a clear picture of daily operations.

Key Features of the BUSY Delivery Status Add-on

1. View Sales Invoices with Filters

View your sales invoices and filter them by date range, voucher type and delivery status. This makes it easy to focus on the bills that need attention.

2. One-Click Delivered / Undelivered Marking

Mark any invoice as Delivered or Undelivered with a single action. Your team can update the status as soon as the delivery is confirmed, without editing the original voucher.

3. Search and Filter Pending Deliveries

Quickly find pending deliveries by searching for a customer, invoice number or date. This helps dispatch and sales teams plan the next day's deliveries.

4. Delivered and Pending Totals

See the total number and value of delivered and undelivered bills. Management can understand at a glance how much billing is still waiting for delivery.

5. Export Reports to Excel and PDF

Export delivery status reports to Excel or PDF for sharing with the dispatch team, transporters, salespersons or management.

6. Better Customer Follow-up

When a customer calls about their order, your staff can instantly check whether the invoice has been delivered and respond with confidence.

Benefits of Using Delivery Status Tracking with BUSY

Clear delivery visibility: Know which invoices are delivered and which are pending without checking separate registers.

Time saving: Reduce phone calls, manual registers and Excel tracking.

Better customer service: Give customers accurate delivery updates when they ask.

Improved payment follow-up: Start payment reminders after delivery is confirmed.

Accountability for dispatch teams: Pending deliveries stay visible until they are marked as delivered.

Easy reporting: Share delivery reports with your team in Excel or PDF format.

Who Can Benefit from This Add-on?

The BUSY Delivery Status Add-on may be useful for:

  • Trading and distribution businesses
  • Wholesalers and dealers who deliver goods daily
  • FMCG, pharma and electrical distributors
  • Manufacturers who dispatch material to customers
  • Businesses with their own delivery vehicles or transport partners
  • Companies where sales, accounts and dispatch teams work separately

The most suitable setup depends on your business process and BUSY configuration.

How It Works

  1. Create sales invoices in BUSY as usual.
  2. Open the Delivery Status Add-on to view the invoice list.
  3. Filter invoices by date, voucher type or status.
  4. Mark each invoice as Delivered or Undelivered once the delivery is confirmed.
  5. Review pending deliveries and totals, and export reports whenever needed.

How to Get Started

  1. Identify how your business currently tracks deliveries.
  2. Confirm compatibility with your BUSY version and existing setup.
  3. Contact Anikasm Softech for a demo of the add-on.
  4. Install and configure the add-on as per your workflow.
  5. Train your dispatch and accounts staff, and review pending deliveries daily.

Frequently Asked Questions

What is the BUSY Delivery Status Add-on?

It is a customization for BUSY Accounting Software that helps you track whether your sales invoices have been delivered or are still pending.

Do I need to change my existing invoices?

No. You continue to create sales invoices in BUSY as usual. The add-on is used to mark and track their delivery status.

Can I see only pending deliveries?

Yes. You can filter invoices by delivery status to view only undelivered bills, along with their totals.

Can I export delivery reports?

Yes. Delivery status reports can be exported to Excel or PDF, depending on the configured version.

Can the add-on be customized for my business?

Yes. Anikasm Softech provides BUSY customization services, so the add-on can be adjusted to your specific workflow where possible.

Is it suitable for small businesses?

Yes. Any business that sells and delivers goods, small or large, can benefit from a clear view of delivered and pending invoices.

Conclusion

Tracking deliveries manually leads to confusion, delayed follow-ups and unhappy customers. The BUSY Delivery Status Add-on from Anikasm Softech gives you a simple way to know which sales invoices are delivered and which are still pending, directly alongside your BUSY workflow.

Looking for BUSY Delivery Status Tracking or BUSY Customization?

Contact Anikasm Softech Private Limited for a demo and to discuss your delivery tracking and BUSY customization requirements.

Phone: +91 91790 04644 Website: https://anikasmsoftech.in/