Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
Why is the sale price picked differently for the same item in different vouchers with the same date?
If the sale price is picked differently for the same item in different vouchers with the same date, you need to check the pricing mode options in the inventory tab. The sale price is automatically picked in the sales bill based on the pricing mode set in the inventory tab, such as pick from item master, item master, last sale price, multiple price list or as per the price structure. You can check this by following the steps below:
Step 1: Go to administration and click on configuration.
Step 2: Select Features and Options and choose the Inventory tab. Here, in the bottom right hand corner, click on Pricing Mode to review and adjust it accordingly.
How can i resolve the issue if the tax of particular item not being charged during voucher entry?
If the tax of particular item is not charged at voucher entry in BUSY then you must check the tax category with tax rate mentioned in item master by follow these steps:
Step 1: Go to transaction section then select the required voucher type like sales, purchase etc.
Step 2: Click on add then specify the voucher number, date, party name, material center in header part of invoice.
Step 3: Now, select the item master then press alt+m on required master to access in modify mode then check the defined tax category and correct it if required.
Step 4: After ward, update all the item details along with quantity and price then apply tax and save it.
How can i show the expired items sales return in separate stock account in BUSY?
To show the expired items sales return in separate stock account, you need to create a separate material center and tag stock account in it. you can follow the below steps:
Step 1: Go to administration section the click on master menu.
Step 2: Select material center option and click on add and create material center master
Step 3: Disable the option of reflect the stock in balance sheet then tag the separate stock account in it then save the master.
Step 4: Now, Go to transaction section then click on sales return voucher and select add tab.
Step 5: Create the sales return voucher for expired items with newly created material center and save the invoice.
Can you walk me through step-by-step how to properly enter a sample transport number in BUSY?
Yes, you need to enable transport details option for adding transport number in BUSY by using these steps:
Step 1: Go to Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and choose voucher type such as Sales, Sales Return, etc.
Step 3: Select your series and click on Voucher Configuration.
Step 4: Here, you have to enable option called input transportdetails and save.
Step 5: Go to Transaction menu
Step 6: Add or modify a voucher in whch you want to enter transport number
Step 7: While you saving, a transporter details window will appear
Step 8: On transporter window you can enter your Transport number in vichle Number field without any special character.
I need help understanding the billing and pricing structure of BUSY.
BUSY offers various features for billing and
pricing structures:
To create a bill in BUSY follow below steps:
Step 1: Go to transaction tab
Step 2: Then click on invoice you want to create such as sale and purchase and you can create it
Step 3: After creating invoice you can save it
You can set different pricing structures for the party by following these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration option
Step 3: Then click on features and option
Step 4: Then click on inventory tab and from that option you can use different price structures from that window such as date wise pricing ,bcn wise pricing and multiple price list category wise etc
Hw can i apply tax of an item during voucher entry in BUSY?
To apply tax of item during voucher entry, You can follow the below steps:
Step 1: Go to transaction section then click on required voucher like sales, purchase etc.
Step 2: Click on add tab and mention the voucher number, date, party name, sales or purchase type, item details along with price and quantity etc.
Step 3: After specify all details, Press F4 shortcut key to apply tax at bill sundry in case of multi rate or specific tax rate sales or purchase type or apply tax at item level by press enter key on amount at item level in case of tax inclusive and item wise sales or purchase type.
Step 4: Next, save the invoice.
How can I enable the software to round off invoice totals automatically?
You can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration.
Pls Follow the below steps :
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Voucher series configuration
Step 4: Then select the required voucher type and series
Step 5: Then voucher configuration
Step 6: Enable the Auto round off final amount option
Step 7: Click on configure tab and select the automatic mode
Step 8: Mention the Round off plus in upper bill sundry and Round off minus in lower bill sundry
Step 9: When you save the voucher then invoice value will get auto round off.
How do I edit a submitted invoice to update the GR details?
To update the GR details on invoice in BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher that you want to edit.
Step 3: Update the GR details in Transport details window and save.
Step 4: You can open the voucher from the voucher list or from the releated ledger.
Further if you generate an e-way bill, you cannot update the GR details in it. You need to cancel the existing e-way bill and create a new one with the correct details.
Note: Take backup before making any changes.
I am trying to create a sales invoice in BUSY but am unable to add details for multiple items. How can I create a sales invoice with multiple items?
If you are unable to add multiple items in sale voucher , check the follwing options:
Make sure you have created item master for multiple item. to create item follow the below steps
Step 1: Go to administration then masters and select item
Step 2: Click on add and mention item details and save
Step 3: Go to transaction then sales and add voucher with selecting multiple item created
If option showing only to mention one item in voucher , follow the below steps:
Step 1: Go to administration then configuration
Step 2: Then select option maxamum entries in voucher
Step 3: Check if one is mentioned in item entries you can change it to maximum 999
The system is automatically selecting GST invoice instead of a regular invoice. How do I create a basic invoice for services without GST?
To create a service invoice without GST then follow these steps.
Step 1. Go to Administration menu then click on Masters and then click on SaleType.
Step 2. Now click on Add button and define the saletype name.
Step 3. Then select sales account in next option to post the accounting in sales ledger.
Step 4. Now click on Non- GST option in the taxation type box and click on save button to create the service saletype without GST.
Step 5. Now create a service invoice from Sale option under the transaction menu. Then, pick the sale type you set up earlier, and make sure it creates an invoice without GST.
