Frequently Asked
Questions

Q: I need help understanding the different voucher and receipt series. How should I set up and use series in this system?

To use voucher and receipt series in this system, you need to go to Step 1 : CLick on administration Step 2 : Then configuration Step 3 : Voucher Series Configuration Step 4 : Select voucher type and create a new series for the type of voucher you want to use. Step 5 : Then, when creating a new voucher, select the appropriate series and enter the voucher number. Step 6 : The system will automatically generate the next voucher number in the series. Step 7 : Similarly, for receipts, you can create a new series and select it when creating a new receipt.

Q: Can I add an optional field in the voucher, and will it appear in the printout given to the customer?

To add optional field in voucher and need to print the voucher, you need to follow these steps : Step 1 : Go to administration then configuration then go to voucher series configuration. Step 2 : Select voucher type and voucher series then go to voucher series configuration Step 3 : Enable optional field and go to transaction then select voucher type and add voucher with optional field and save. Step 4 : Now go to administration then configuration go to invoice/document printing select standard. Step 5 : Select voucher type and go to optional field tab and tick on print optional field and save.

Q: I want to change the default voucher numbering in BUSY from automatic to manual. How can I do this?

You can switch from automatic to manual voucher numbering in BUSY by following these steps: Step 1: Go to Administration and click on configuration. Step 2: Select Voucher Series Configuration and the choose the voucher type such as Sales, Purchase, etc. Step 3: Select the voucher series and click on voucher numbering. Step 4: Set the Numbering Type as Manual Step 5: You can set Duplicate Voucher Number and Blank Voucher Number as either Warning Only, Don't Allow or No Action and save changes. Note: Take latest backup of your data before make any changes in the voucher numbering.

Q: Why am I unable to find the bank branch details field in the sales invoice configuration in BUSY?

In sales invoice configuration there is no designated field availabe to enter bank branch details. However you can use the optional field feature to enter additional details in the sales invoice. To configure it follow these steps: Step 1: Go to Administration and click on Configuration. Step 2: Select Voucher Series Configuration and choose Sales Step 3: Select the series and click on Voucher Configuration. Step 4: Mention the No of optional fields as per the requirements upto 20 and configure it then save. Now, when you enter sales voucher you can mention additional details like your bank branch details.

Q: How does the billing shipping function work in BUSY? What details do I need to enter?

To Enable billing shipping function, follow these steps: step 1: Go to Adminstration and click on configuration. step 2: Select voucher series configuration option. step 3: Choose sales and series where doing billing , select voucher configuration. step 4: Enable Separate Billing/Shipping Details. step 5: Save the changes succesfully. Note : In billing shipping section, You need to enter the name and address where the stock is actually going. First enter party in Party Master field and enter the shiping address in Billing Shipping Details. This will generate the bill with the correct party name and shipping address.

Q: I want to setup prefix/suffix for voucher numbers in BUSY. How can I do that?

To set up prefix or suffic for vouchers in BUSY, you can follow these steps: Step 1: Go to Administration and click on configuration. Step 2: Select Voucher Series Configuration and the choose the voucher type such as Sales, Purchase, etc. Step 3: Select the voucher series and click on voucher numbering. Step 4: Choose the Numbering Type as either Automatic. Step 5: Now, you can set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings. Note: Take latest backup of your data before make any changes in the voucher numbering.

Q: I want to add custom fields or details in the BUSY invoices like purchase sizes etc. but I am unable to do so. What should I do?

To enable custom field or details of purchase size in BUSY you have to follow the steps 1 go to administration menu and click on configuration 2 click on voucher series configuration and select voucher type and its series then click on voucher configuration 3 go to number of optional fields option and select 1 and click configure 4 type the field value as purchase size and select type as text make No on maintain database field and save 5 then go to voucher module and after narration option you will get a box to fill the value of purchase size

Q: I want the software to automatically send emails to parties when their invoices are generated. How do I configure this in BUSY?

To automatic emails for invoices generated in BUSY, please follow the steps below: Step 1: Go to Administration Menu Step 2: Click on Configuration and then press Enter on Voucher Series Configuration Step 3: Click on Sale, then select Sale Voucher Series and then click on Voucher Configuration tab Step 4: enable send mail after saving and then click on configuration button Step 5: Select the invoice format in Format field and disable prompt to send e-mail and show email option as you want to send automatically. Make sure you have configured the email configuration in BUSY and have/saved email Id in party master details.

Q: How can I enable separate billing and shipping addresses for the same vendor when creating an invoice in BUSY?

If you want to enable separate billing and shipping addresses for the same vendor, follow these steps: Step 1: Go to the Administration menu and then click on Configuration. Step 2: Select Voucher Series Configuration, choose the voucher type and series, and then click on Voucher Configuration. Step 3: On the left side, enable the feature Separate Billing/Shipping Details and save the configuration. Step 4: Then add the voucher to the series for which you enabled billing and shipping details. After selecting the account, Separate Billing/Shipping Details will appear enter billing and shipping details accordingly.

Q: Unable to add expense after tax (CGST \ SGST \ IGST) at the time of POS billing.

Reason : It might be possible, you have not enabled bill sundry from voucher series configuration and in majority of cases, the extra amount \ expense will not be charged in the retail counter. To add expense after tax (CGST \ SGST \ IGST) at the time of POS billing 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 : Click on Configure advance POS option tab. Step 4 : Check the box of required number of bill sundry with relevant name.

Find Solutions to Common Issues Related to configurations - voucher series configuration

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

I need help understanding the different voucher and receipt series. How should I set up and use series in this system?

To use voucher and receipt series in this system, you need to go to
Step 1 : CLick on administration
Step 2 : Then configuration
Step 3 : Voucher Series Configuration 
Step 4 : Select voucher type and create a new series for the type of voucher you want to use. 
Step 5 : Then, when creating a new voucher, select the appropriate series and enter the voucher number. 
Step 6 : The system will automatically generate the next voucher number in the series.
Step 7 : Similarly, for receipts, you can create a new series and select it when creating a new receipt.

Can I add an optional field in the voucher, and will it appear in the printout given to the customer?

To add optional field in voucher and need to print the voucher, you need to follow these steps :
Step 1 : Go to administration then configuration then go to voucher series configuration.
Step 2 : Select voucher type and voucher series then go to voucher series configuration
Step 3 : Enable optional field and go to transaction then select voucher type and add voucher with optional field and save.
Step 4 : Now go to administration then configuration go to invoice/document printing select standard.
Step 5 : Select voucher type and go to optional field tab and tick on print optional field and save.

I want to change the default voucher numbering in BUSY from automatic to manual. How can I do this?

You can switch from automatic to manual voucher numbering in BUSY by following these steps:
 Step 1: Go to Administration and click on configuration.
 Step 2: Select Voucher Series Configuration and the choose the voucher type such as Sales, Purchase, etc.
 Step 3: Select the voucher series and click on voucher numbering.
 Step 4: Set the Numbering Type as Manual 
 Step 5: You can set Duplicate Voucher Number and Blank Voucher Number as either Warning Only, Don't Allow or No Action and save changes.
 Note: Take latest backup of your data before make any changes in the voucher numbering.

Why am I unable to find the bank branch details field in the sales invoice configuration in BUSY?

In sales invoice configuration there is no designated field availabe to enter bank branch details. However you can use the optional field feature to enter additional details in the sales invoice. To configure it follow these steps:
 Step 1: Go to Administration and click on Configuration.
 Step 2: Select Voucher Series Configuration and choose Sales
 Step 3: Select the series and click on Voucher Configuration.
 Step 4: Mention the No of optional fields as per the requirements upto 20 and configure it then save.
 Now, when you enter sales voucher you can mention additional details like your bank branch details.

How does the billing shipping function work in BUSY? What details do I need to enter?

To Enable billing shipping function, follow these steps:
 step 1: Go to Adminstration and click on configuration.
 step 2: Select voucher series configuration option. 
 step 3: Choose sales and series where doing billing , select voucher configuration. 
 step 4: Enable Separate Billing/Shipping Details.
 step 5: Save the changes succesfully.
 Note : In billing shipping section, You need to enter the name and address where the stock is actually going. First enter party in Party Master field and enter the shiping address in Billing Shipping Details. This will generate the bill with the correct party name and shipping address.

I want to setup prefix/suffix for voucher numbers in BUSY. How can I do that?

To set up prefix or suffic for vouchers in BUSY, you can follow these steps:
 Step 1: Go to Administration and click on configuration.
 Step 2: Select Voucher Series Configuration and the choose the voucher type such as Sales, Purchase, etc.
 Step 3: Select the voucher series and click on voucher numbering.
 Step 4: Choose the Numbering Type as either Automatic.
 Step 5: Now, you can set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings.
 Note: Take latest backup of your data before make any changes in the voucher numbering.

I want to add custom fields or details in the BUSY invoices like purchase sizes etc. but I am unable to do so. What should I do?

To enable custom field or details of purchase size in BUSY you have to follow the steps
1 go to administration menu and click on configuration
2 click on voucher series configuration and select voucher type 
and its series then click on voucher configuration 
3 go to number of optional fields option and select 1 and click configure 
4 type the field value as purchase size and select type as text 
make No on maintain database field and save 
5 then go to voucher module and after narration option you will get 
a box to fill the value of purchase size

I want the software to automatically send emails to parties when their invoices are generated. How do I configure this in BUSY?

To automatic emails for invoices generated in BUSY, please follow the steps below:
Step 1: Go to Administration Menu
Step 2: Click on Configuration and then press Enter on Voucher Series Configuration
Step 3: Click on Sale, then select Sale Voucher Series and then click on Voucher Configuration tab
Step 4: enable send mail after saving and then click on configuration button
Step 5: Select the invoice format in Format field and disable prompt to send e-mail and show email option as you want to send automatically.
Make sure you have configured the email configuration in BUSY and have/saved email Id in party master details.

How can I enable separate billing and shipping addresses for the same vendor when creating an invoice in BUSY?

If you want to enable separate billing and shipping addresses for the same vendor, follow these steps: 
 Step 1: Go to the Administration menu and then click on Configuration. 
 Step 2: Select Voucher Series Configuration, choose the voucher type and series, and then click on Voucher Configuration. 
 Step 3: On the left side, enable the feature Separate Billing/Shipping Details and save the configuration. 
 Step 4: Then add the voucher to the series for which you enabled billing and shipping details. After selecting the account, Separate Billing/Shipping Details will appear enter billing and shipping details accordingly.

Unable to add expense after tax (CGST \ SGST \ IGST) at the time of POS billing.

Reason : It might be possible, you have not enabled bill sundry from voucher series configuration and in majority of cases, the extra amount \ expense will not be charged in the retail counter.
To add expense after tax (CGST \ SGST \ IGST) at the time of POS billing 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 : Click on Configure advance POS option tab.
Step 4 : Check the box of required number of bill sundry with relevant name.

Frequently AskedQuestions