Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - inventory voucher entry
What precautions should I take before and after modifying transaction vouchers?
Before modifying transaction vouchers in BUSY, it is important to take the following precautions:
1. Ensure that the data is not frozen for the period in which the voucher was entered.
2. Open the voucher in modify mode and make the necessary changes.
3. Double-check the changes made to the voucher before saving it.
4. If required, specify the reason for modifying the voucher.
5. After modifying the voucher, save it and verify that the changes have been applied correctly.
6. Keep a record of the modified voucher for future reference and auditing purposes.
These precautions will help ensure accurate and reliable modifications to transaction vouchers in BUSY.
How can i increase my item's stock in BUSY?
If you want to increase your item's stock in BUSY, you can pass Stock Journal or Physical Stock voucher by using these steps:
Step 1: Open your company then go to Transactions menu.
Step 2: Select Stock Journal and click on Add.
Step 3: Enter all the necessary details such as date, material centre and your items with required quantity in Item Generated section then save.
Step 4: You can also select Physical Stock voucher and click on Add.
Step 5: Enter all the necessary details such as voucher number, date, material centre, etc then click on down arrow.
Step 6: Click on Load Items and enter the required quantity in Physical Quantity column then save.
I am unable to tag or link some of my older invoices or transactions in BUSY. How can I fix this?
If you are unable to tag or adjust the order with transaction in BUSY, check the possible reasons:
1.If the order has already been adjusted, then the order will not show at adjustment. In order to check the pending order report, follow these steps:
Step 1: Go to display section then click on order processing
Step 2: Choose the pending order and select the required report and cross check the particular invoice that you want to adjust.
2.Double check the order data and adjustment transaction data, If the adjustment date is before the order date then the required pending order will not appear for adjustment.
3.Ensure that order has posted in the data for adjustment.
Enter shipping location in BUSY invoices. How to add place details?
If you want to add separate billing shipping addresses then please follow the given
steps
Step 1: Go to administration menu then configuration then voucher series
configuration then select sale voucher then series then voucher
configuration
Step 2: Then look for separate billing shipping detail option select it and turn it to y
for enable then save.
Step 3: Now while entering details in sale voucher you will get a window of billing
shipping details here you can add the shipping addresses for each invoice.
Step 4: Further place details you can enter in the transport details window which
will get while saving voucher.
Why does TDS automatically become applicable when saving a bill?
To ensure that TDS is properly applied, you should modify the TDS voucher in BUSY ,please follow below steps:
Step 1: Click on Administration menu and then Configuration
Step 2: And Then Features and Options and then Enable the TDS/TCS option
Step 3: Mention the warning for TDS purachse and payment voucher as per your requirement in the bottom.
Step 4: Select TDS section as Warning only or No action.
Step 5: Open the party account in modify mode
Step 6: Then in TDS/TCS window, mention the applicable limit- as per your requirement and payee category.
Step 7: Then in purchase voucher will calculate automatically when limit get cross and reference will get create.
How do I record disposals or write-offs of inventory in BUSY?
If you want to disposed or clear your inventory in BUSY, you can pass Stock Journal / Physical Stock voucher. To know how to pass can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions tab and click on Stock Journal / Physical Stock as required.
Step 2: In Stock journal you need to enter your item details with Qty under "Items Consumed" head. This will deduct the Qty. from your inventory
Step 3: In Physical Stock voucher you need to enter the actual count of the items. This will update your inventory with the correct quantity.
What is the process for creating and sending invoices to customers?
We can create Sales invoice from transaction Menu and Can send email through Email.
For Email : We have to mention the Email Id details in BUSY.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configurations
Step 3: Email Configuration
Step 4: Select Send Directly option.
Step 5: Select Attachment as per your requirement
Step 6: Mention the Server Configuration : Smtp Server Name for your email like Gmail, yahoo,rediffmail etc. then Username & Password for the id.
Step 7: Mention the Sender Details : From option - Your Name & Reply To - Your Email ID.
Note : Generate the Email ID password for BUSY from Security Setting of Gmail and Yahoo ID."
Can I paste a sales quotation at the time of invoicing?
To create a sales bill from multiple quotations, you can follow these steps:
Step 1: Go to the Transaction menu and select Sales.
Step 2: Click on Add and enter the necessary details, such as Date, Voucher No., Party name, etc. Make sure the Party name is the same as in the quotations.
Step 3: On the item row, press F11 to see a window that shows you the pending quotation list. You can select the quotations that you want to adjust in the sales bill.
Step 4: After selecting the quotations, the item details, such as quantity and price, will be automatically filled. You can now save the bill.
Steps to fix issues with saving or updating work in BUSY and resolving any related errors?
If you are facing issue with saving or updating work in BUSY then please follow the given steps
Step 1: Make sure you entered all the required details.
Step 2: Make sure conditional restriction imposed through warining alarm setting must be fulfill.
Step 3: Make sure all the right of creation and modification are provided to you by super user.
Step 4: Take the backup of company and then run the reindex from the housekeeping option.
If still having any issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
How to resolve the issue of modify challan even after adjusting it?
To resolve the issue of open challan even after adjusting it in BUSY, please follow below steps:
Step 1: go to transaction menu and select the sales option
Step 2: After then click on the modify option and then enter voucher number and date of particular voucher
Step 3: And now click on the cancel button or press ALT+X to cancel the voucher
Step 4: After voucher cancellation process , go to transactions menu and select mat. issue to party
Step 5: And now click on the modify option and select parcticular challan number and date .
Step 6: And here you can do the changes as you require.
