Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
Is there an option to bill and ship the goods to different parties in the software?
Yes there is an option to bill and ship the goods to different parties in the software you can do this by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: After that click on voucher series configuration
Step 3: Then select the voucher such as sale,sales return etc then select the series and then click on voucher configuration
Step 4: Afterwards select separate billing and shipping details option as Y to enable it
Step 5: Save the configurations
Step 6: Go to transactions menu then make a invoice and while making a invoice a popup window will appear to specify shipping address along with ship to party and you can do the entry accordingly.
How do I disable the transport and salesman options in sales voucher configuration in BUSY?
To disable the transport details option for a sales voucher in BUSY, follow these steps:
Step 1: Go to the administration section then click on configuration.
Step 2: Choose voucher series configuration and select the sales voucher type
Step 3: Now, select the sales series and click on the voucher configuration option that appears on the right side of the screen.
Step 4: Now, disable the transport details option and save the configuration.
To disable the salesman feature for sales voucher, follow these steps:
Step 1: Go to the administration section then click on configuration.
Step 2: Choose features and option then select the accounts tab
Step 3: Now, Click on configure tab for salesman/broker wise reporting then untick for sales and save the configuration.
How do I tag a material center in a voucher series for POS voucher?
To tag a material center in a voucher series for POS voucher in BUSY, you need to follow these steps :
Step 1: Go to administration then configuration
Step 2: Select features and options go to inventory tab
Step 3: Enable multi godown inventory and click on save button.
Step 4:Go to administration then configuration click on features and options.
Step 5: Go to POS tab and enable POS and click on save button.
Step 6: Now go to administration then configuration click on voucher series configuration
Step 7: Select voucher type and voucher series and go to voucher configuration and enable advanced POS data entry
Step 8: Click on configure advanced POS options tab and tag material centre and click on save button.
Why am i unable to apply multiple discount at item level in BUSY?
If you want to apply multiple discount at item level in BUSY, follow these steps:
To enable the compound discount
Step 1: Go to administration section then click on configuration menu
Step 2: Choose features and option then select the inventory tab
Step 3: Select compound discount in item wise discount type field then save the configuration.
To configure configure compound discount structure for voucher
Step 1: Go to administration menu and select configuration option.
Step 2: Choose the voucher series configuration option and select the required voucher type with its series.
Step 3: Now, click on voucher configuration button and in next window of voucher configuration mention Y on item wise discount option then specify the compound discount structure and click on save button.
Why aren't my invoices getting mailed every day as scheduled in BUSY?
BUSY doesn't have any option to schedule for email invoices automatically.
We have an option to send invoice automatically after save the invoice. To set it up you need to follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type for which you want to set.
Step 3: Choose the voucher series then click on Voucher Configuration. Here you will see an option called Send E-Mail After Saving.
Step 4: Set Y to enable it and click on Configure, here you can set the format name for sending and other configurations as per the requirements.
Now, when you save your voucher email send automatically.
Can I generate automatic voucher numbering for invoice in BUSY?
To configure automatic voucher numbering fo invoice in BUSY follow these steps
Step 1: Take the latest backup of you Data.
Step 2: Go to administration then click on configuration menu
Step 3: Select the voucher series configuration tab and choose the required voucher type .
Step 4: After selecting the voucher type, choose the relevant series, and then click on the Voucher Numbering tab located on the right side of the screen.
Step 5: Specify the numbering type as Automatic, then update the prefix, suffix, starting number, and click on the Ok button to confirm the changes.
Step 6: Select Yes to save this voucher numbering system and No to renumber the voucher type. Your automatic voucher numbering configuration has been completed
How can we add a new voucher Series?
Voucher series is used for bifurcating things. For example there are two partners in a firm. Both want to maintain their data in one company. So we can create 2 series with their name. Each can do transactions in their separate series. We have more options here like Cash and Credit transactions series, Branch wise data maintaining, Good and service transaction series.
We can maintain different types of series so that we can go through their data accordingly.
To add a new voucher Series follow the below steps :
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type and click on “Add New” and write your Series Name and save.
How can I change the default format from standard to A5 half page while printing the sales voucher?
If you want to set the default print format from standard to A5 half page for a voucher please follow these steps:
Step 1: Go to administration menu then click on configuration sub menu
Step 2: Then select the voucher series configuration option
Step 3: Now select the voucher such as sale
Step 4: Select the series name and then click on voucher configuration button
Step 5: Then select the print sales invoice after saving option as Y then click on configure button available at right
Step 6: Select format as A5 half page and save the window and afterwards save the changes
Step 7: Go to transactions menu and open the voucher such as sale and check the print preview of it
There are inconsistencies in the bill numbers being generated. How to resolve this?
To resolve inconsistencies in bill numbers being generated, either you can modify each voucher and correct the voucher numbering after set the voucher numbering as Manual or Run the renumbering process by using these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type such as sale, purchase, etc. Then, select the voucher series and click on Voucher Numbering.
Step 3: Choose the Numbering Type as either Automatic. Then, verify the prefix, suffix, and Starting No. as per your needs and click on OK.
Step 4: Then a window will appear of renumbering, press yes and then check.
Note: Take backup of your data before running this process.
How to apply different discount percentages for each item in a sales invoice in BUSY?
To apply different discount percentages for each item in a sales invoice in BUSY you need to follow below steps:
Step 1: Go to Administration then Click on Configuration
Step 2: Then click on Voucher series configuration
Step 3: Then click on voucher type and select series and click on voucher configuration
Step 4: Enable item-wise discount option as Y and specify the discount structure as Simple Discount, % of price or amount and then save the configuration
Step 6: Then you have to create sales invoice and when you enter item quantity and unit details item wise discount window will appear.
Step 7: There you have to enter the item wise price and discount manually and price will automatically calculated.
