Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can we add a deleted voucher if voucher numbering is automatically ?
If voucher numbering is automatic and a voucher has been deleted from the mid, so to add that voucher you have to set voucher numbering manual which steps mentioned below.
To add a deleted voucher if voucher numbering is automatically follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type & series and click on Voucher Numbering.
Step 3: Select Manual in “Numbering Type”, after that there two options will highlight one Duplication & Blank voucher number in that you can select Warning Only/Don’t Allow/No Action as per your requirement and press OK.
Step 4: Add that voucher by entering the voucher number manually and save.
Step 5: After adding the voucher, again set “Numbering Type” as Automatic as previous and after pressing Ok a Renumber Vouchers window will appear, on that you have to select ‘No’ if you don’t want to rearrange the voucher numbering.
Note:- Take backup before doing any changes related to voucher numbering.
Can I ship products to an address different than the registered party address in BUSY?
Yes, you can ship products to an address different from the registered party address in BUSY.
We have billing shipping option for the same situation in BUSY. For enable this feature please follow the below steps:
Step 1: Go to Administration menu
Step 2: Click voucher series configuration then select your voucher in which voucher you want add shipping details separately
Step 3: Select your voucher series default seriesis Main and then click on voucher configuration
Step 4: Click on voucher configuration tab which is available on right side of the BUSY screen
Step 5: you have to enable separate billing shipping details and save the voucher series configuration window
Step 6: When you enter you invoice after select the party shipping window will appear then you can specify shipping address with GST report basis As per party master as you show your gst details with party master details but if you to show gst details on shipping details then you have to select billing shipping
Why is the software showing the receiver's address instead of the ship to address when I try to generate the invoice? How can I fix this?
To view the ship-to address and generate the invoice, follow these steps:
Step 1: Go to Administration menu and then click on Configuration.
Step 2: Click on Configuration and then select voucher series configuration.
Step 3: Choose the voucher type and series, then click on Voucher Configuration.
Step 4: On the left side, enable the feature Separate Billing / Shipping Details and then successfully save the configuration.
Step 5: Add a voucher and, next to the Party master, enter billing and shipping details accordingly. In the billing and shipping details, two options are displayed:
1. As per Party Master - Billing and shipping addresses will be as per the primary account master.
2. Billing/Shipping Details - Billing to and shipping to addresses will be mentioned in billing/shipping details.
Step 6: To view the billing/shipping details, go to Administration, click on Configuration, and select Invoice Document/Printing.
Step 7: Select the Invoice Type and format and enable Print Separate Billing / Shipping Details.
what can i do to apply different item markup for each item in BUSY?
To to apply different markup for each item in sale invoice in BUSY, follow below steps:
Step 1: Go to Administration menu and click on Configuration submenu
Step 2: Then Select Feature and Option and click on the Inventory tab and select item wise markup type as per your preference then select save for save changes
Step 3: Now go to Administration menu then select Configuration submenu.
Step 2: Then select voucher series configuration option and then voucher type such as sales
Step 3: After that select series and select voucher configuration option. Now enable item wise markup as Y and specify markup structure, Then select save option to save changes
Step 4: Then go to transaction menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. After entering item Quantity a window will appear allowing you to input the markup for each item and then select save option to save invoice.
How can we enter goods shipping details while entering the voucher ?
If we sell goods to a customer but he wants his goods to be delivered to a different address in that case we have to maintain a shipping address in the voucher.
To enter goods shipping details while entering the voucher follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type & series and click on Voucher Configuration.
Step 3: Select Y on Separate Billing/Shipping Details. After that we can select for All Parties or Only Cash/Bank as required.
Step 4: In Specify Key Field we can select Party Name/ Mobile No./Email Id. By using this while we enter Party Name/Mobile No./Email Id (As configured) in shipping window address and other details will auto pick which are already saved in previous vouchers.
Step 5: In GST Report Basis select Ask in Voucher so that we can change the basis as “As per Party Master”/ ”Billing Shipping Details” as per the requirement.
How to apply different discount for each item in sale invoice?
To apply different discount for each item in sale invoice in BUSY, follow below steps:
Step 1: Go to Administration menu and click on Configuration submenu
Step 2: Then Select Feature and Option and click on the Inventory tab and select item wise discount type option as per your preference then select save for save changes
Step 3: Now go to Administration menu then select Configuration submenu.
Step 2: Then select voucher series configuration option and then voucher type such as sales
Step 3: After that select series and select voucher configuration option. Now enable item wise discount as Y and specify discount structure, Then select save option to save changes
Step 4: Then go to transaction menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. After entering item Quantity a window will appear allowing you to input the discount for each item and then select save option to save invoice.
How can i use compond discount in BUSY?
If you want to use compound discount in BUSY please follow these steps:
Step 1: Go to administration menu then click on configuration button
Step 2: Click on features and options tab
Step 3: Click on inventory tab
Step 4: Select item-wise discount type as compound discount
Step 5: Save the changes
Step 6: Then Go to administration menu again then click on configuration
Step 7: Click on voucher series configuration
Step 8: Select the voucher such as sale,purchase etc after that select the series
Step 9: Then click on voucher configuration
Step 10: Afterwards enable item wise discount and specify the discount structure as required such as compound discount percentage of price and save the changes
Step 11: Then go to transaction menu and open the invoice in which you want to apply the compound
Step 12: Afterwards while creating the invoice whenever you will press enter in item grid it will give you a prompt to apply the discount as per the structure defined by you.
How can I customize the voucher series configuration for different voucher types like sales, purchase, receipts etc. in BUSY?
To customize the voucher series configuration for different
voucher types in BUSY You need to follow the steps
Step1 Go To administrationmenu and click on configuration
Step2 Click on Voucher series configuration and select the
particular voucher type then you can select modify series to
change name You can select delete series if dont want that
Step3 Click on voucher numbering option To change Voucher
numbering mode like manual or auto and configure it as per your requirement
Step4 Click on voucher configuration to enable and disable various Options
like Voucher optional fields To add custom Field in voucher
item add Field to add any addition option for item
Item wise description to add and print addition information along with item
Item wise discount to charge discount item wise
MRP to show it on voucher during the Item selection
Enable Skip Item quantity price if not required
Enable auto round off to apply round off automatically in voucher
How can I select the invoice series type like BB while generating invoices in BUSY?
If you want to select voucher series while generating invoice you can follow these steps:
Step 1: First of all you need to create a series for it
Step 2: To create series go to administration menu
Step 3: Then click on configurations
Step 4: Then click on voucher series configuration
Step 5: Then select the invoice such as sale,purchase
Step 6: Then click on add new to add voucher series
Step 7: Then specify name such as B2B or B2C as required
Step 8: Then save it and you can select voucher numbering for it as required
Step 9: Then go to transactions tab
Step 10: Then select invoice in which you create the series
Step 11: Then click on add and you will be able to see the series name
Step 12: Afterwards you will be able to create invoice in that series
How do I configure taxes, billing terms, payment modes etc in BUSY?
For Configure taxes: After enabling GST/VAT while creating your company, you can easily configure the GST-related settings such as Sale/Pur Type, Tax Category, etc. Then, you can create your items with GST details and generate GST invoices.
For Configure Payment Mode, Billing Terms, etc in voucher you can use voucher optional field. To use this can follow these steps:
Step 1: Go to the Administration tab and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type for which you want to configure optional field, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: Next, specify the no. of fields you required on "No. Of Optional Fiels" and enter the all the details such as Field Name, Type, Decimal Places and Maintain Master Database and save the configuration
Step 4: Now, when you create voucher optional field window will appear you can enter your data in that.
