Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
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.
How do i enter PO number in sale invoice in BUSY?
To enter PO number in sale invoice in BUSY follow below steps:
Step 1: Go to Administration menu and then submenu configuration after that select Voucher series configuration option
Step 2: Now select the voucher type as sales and select voucher series
Step 3: Then go to voucher configuration option and enter number of optional fields as 1 or more as required
Step 4: Click on configure button displayed at right hand side of the screen
Step 5: After that enter field name as PO number and type as text and select maintain master database option as per requirement and save the window and changes
Step 6: Then go to transactions menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. Then press enter on narration field, the optional fields window will appear allowing you to input the PO number and then select save option to save invoice
How to set up and use a barcode scanner with BUSY?How is the Approx Distance setting related to generating bills?
To configure for Barcode scanning for sales in BUSY, you just need to configure POS billing by following the below steps:
Step 1: Go to Administration then click on Configuration menu
Step 2: Select voucher series configuration tab and then choose sales voucher type
Step 3: After click on sales voucher type, select its series then click on Voucher configuration option that displayed at right side of screen.
Step 4: Now,Specify Y to enable Advanced POS Data entry and click on configurae advanced POS option.
Step 5: To configure Barcode scanning, enable the option to pick item names from barcode. Also, enable the options to pick parameter details from barcode if you are generating barcode through parameter feature, or pick serial numbers from barcode if you are using the serial number feature, or pick batch numbers from barcode if you are using the barcode feature from Body configuration.
Step 6: After configuring the POS settings, save the window to apply the changes.
How to do the settlement of sales voucher in BUSY while creating the sales invoice?
If you want to do the settlement of the sales invoice while creating the invoice please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on voucher series configuration
Step 4: Then select the invoice such as sale,purchase etc
Step 5: Afterwards select the series such as main etc
Step 6: Then click on voucher configuration button
Step 7: Then select enable settlement details option as Y to enable it
Step 8: Then click on configure button
Step 9: Then tick the options such as cash,credit card 1,2 etc and you can tag bank accounts or cash accounts in it specifically
Step 10: Afterwards click on ok button then save the changes
Step 11: Then go to transactions menu then click on sales
Step 12: Then try to create a new invoice from add button afterwards it will give you a prompt for the settlement you can settle the bill in cash,bank as required in voucher
