Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - inventory voucher entry
Steps to fix a sale invoice not showing up on the system in BUSY.
Here's a simplified step-by-step guide for fixing a sale invoice that is not showing up in BUSY:
Step 1: First, take a backup of your data to be safe.
Step 2: Go to the House-keeping option.
Step 3: Check the Incomplete Voucher option. This will show you vouchers with missing details.
Step 4: If the issue persists, navigate to the Display option, choose Check List, and then select Voucher Numbering Reports. You'll find options like Blank, Duplicate, Missing, Unsequenced, and Cancelled voucher numbers. Look for your missing invoice there.
Step 5: Missing, Unsequenced, and Cancelled voucher numbers.
Step 6: If the voucher was accidentally deleted and cannot be recovered, you'll need to restore the voucher details from your latest backup and manually enter the invoice.
By following these steps, you can address the problem of a sale invoice not appearing in the system in BUSY.
How can I create a purchase order in BUSY?.
To create a purchase order in BUSY, you need to enable the order processing feature in the inventory section.
Step 1: After enabling Order Processing, Go to Transactions Menu and click on Purchase order voucher option.
Step 2: under Purchase order voucher option click on Add.
Step 3: Select series name, Date, voucher no. purchase type.
Step 4: Choose the Party Name: Select the supplier or vendor for whom you are creating the purchase order.
Step 5: Specify the Material Center Name.
Step 6: In the purchase order form, you'll also need to enter item details for the products you want to order. This typically includes:
Item Name or Code, Quantity, Unit (e.g., pieces, kilograms) Price per unit and
Step 6: Any additional details such as discounts, taxes, and other charges.
Step 7: After entering all the necessary information, click on the Save button to create the purchase order.
I want the tax amount to be included in the total billing amount shown to the customer. How can I set up tax inclusive billing in the software?
To enter Tax Inlusive billing you need take sale type as IGST-TaxIncl for Central Trsanction and LGST-TaxIncl for Local Trsansaction during sale Voucher entry.If it is not created then you need to follow some steps:
Step 1: You can create by Click Short cut key F3 by keep cursor on sale type field in vouher.
Step 2: Now give any name according to you for inclusive sale type.
Step 3: Now in Sales Account informatioN Section, Teg account for sale.
Step 4: In Taxation type,tick on Taxable Item wise.
Step 5: In region section,Tick anyone option for local or trasaction,
Step 6: In other information specify the tax account.
Step 7: In tax calculation tick on Multi Tax Rate and save the configuration.
From these staps you can create sale type for inclusive tax and can enter sale voucher.
I want to add multiple products to an invoice. What steps should I follow to do this?
If you want to add multiple products to an invoice, follow these steps:
Step 1:Go to the Administration option.
Step 2:Select Masters and choose Item.
Step 3:Click Add to create a new item master.
Step 4:Enter details like item name, alias, item group, unit of measurement, tax category, HSN code, price, and more if needed.
Step 5:Save this item master.
Step 6:Now, go to the Transaction option and select Sales Voucher.
Step 7:Click Add and choose the appropriate series.
Step 8:Enter the date, sales type, and party details for the invoice.
Step 9:Select the item you've created in the item master. If needed, you can create a new item by pressing F3 and follow the steps to enter item details.
Step 10:Save the voucher to include the product details in the invoice.
By following these steps, you can add multiple products to your invoice in BUSY.
My customer is asking for a proforma invoice along with delivery chalan. How can I create it?
To create proforma invoice along with a delivery challan in BUSY , you can use Sales Quotation in BUSY
To create Sales Quotation and Deliver Challan follow the below mentioned steps:
Step 1:Press CTRL+F and click on Voucher series configuration
Step 2: Click on Features and option and select Inventory
Step 3: Look for the option Enable Sales quotation and Enable Sales/Purchase challan
Step 4: Enable the both option and Save the window after change
Step 5: Go to Transaction menu and select Sales quotation and create proforma invoice
Step 6: After Generating Proforma invoice Go to Transaction menu and Select Material issue to party
Step 7: Click on Add and then look for the field type and Select Sales challan in type
Step 8: Put the cursor on item field and Press F11 and the list of pending Quotation will appear select the Quotation and Save the bill
How do I select the correct item while scanning a barcode?
To select the correct item while scanning a barcode,please follow below steps:
Step 1: Go to Administration menu and then select Configuration tab
Step 3: And then seelct Voucher Series Configuration and then select Sales
Step 5: and select Add-new and agai click on the Voucher series configuration
Step 6: Here,Configure the required elements.And Enable Advanced POS data entry.
Step 9: Now,Define the required File-types e.g. Fixed, Variable, Semi variable etc.
Fixed: You will not be able to change the value. Variable: The focus will be directly on the variable field.
Semi-variable: The focus will directly move to the next available variable or fixed field.
Step 10:And then Enable Pick Item Names from Barcode. option.
Step 12: And also Enable Consolidate Items While Saving. option.
Step 13: To scan and read item barcodes in BUSY, you need to save the barcode values in the Item Alias field or Parameter barcode field.
How to add and manage inventory in BUSY?
If you want to add & manage inventory in BUSY you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: Select "Item" and click on "Add."
Step 3: Enter the necessary details such as Name, Group, Unit, HSN Code, etc., and save.
Step 4: Set pricing information and tax details and save the details.
Step 5: After adding the masters, enter the transactions (purchase, sales, etc.).
Step 6: Generate reports from the software based on the transaction entries.
Step 7: Configure Minimum level, Maximum level, and Reorder level for the items.
Step 8: To manage inventory, use features like stock journal, purchase orders, physical stock entry, and sales invoices to update quantities.
Step 9: Regularly reconcile your physical inventory with the software to ensure accuracy.
Step 10: View the required reports in the BUSY display section.
How can I transfer stock between branches in BUSY?
If you want to transfer stock between branches, you can pass Stock Transfer voucher by using these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions menu.
Step 2: Select Stock Transfer and click on Add, fill all the required details such as Date, Voucher No., etc.
Step 3: Specify Source Material Centre in "From" & Target Material Centre in "To" field which are mapped to the branches and save the transaction.
Please Note: Stock transfer from one Branch to another will work if you are using the Multi Banch Feature.
However, if you are using the Head office & Branch office feature, you cannot transfer stock directly from one branch to another. You have to first transfer stock from the branch office to the head office, and then from the head office to another branch office.
I am unable to bill customers with the correct tax percentage after adding a new tax item. What could be the reason and how can I fix this?
To bill customers with the correct tax percentage after adding a new tax item, you need to update the tax settings and ensure that the new tax item is selected for the appropriate products or services.you need to check the tax category applied to the item or service is being invoiced. Make sure they are correct and up-to-date.BUSY also show you the Warnings for the invalid tax rate,central and local transaction etc.if you select wrong Sale or Purchase Type or bill sundry.BUSY sense this error as per tax category that you have entered in item master and Party master details such as GSTIN,State etc. So do not avoid such warnings if its show warning try to rectify on that time and with this you could able to apply correct tax rate on bill and can give correct bill to your customers.
How can i match the physical stock to the software stock without creating GST invoices?
To match the physical stock with software stock or book stock, you can follow the steps below:
1. Click on transaction menu and enter the physical stock voucher.
2. Click on add then select voucher series and voucher number.
3. Select stock journal voucher series and tick the create stock journal voucher option.
4. Click on left side arrow and load the items.
5. The book stock quantities will automatically update for all items. you will need to enter physical stock quantities.
6. Update the stock quantities for all items based on the actual physical stock count.
7. The difference will be automatically updated based on the variance between the physical stock and book stock quantities.
8. Press F2 to save the voucher and the stock journal voucher will be automatically generated.
