Frequently Asked
Questions

Q: How do I configure discounts in the BUSY sales module?

Here are the general steps to enable and use discounts in BUSY,We can apply discount At Item Level & At Voucher Level. For Item Level : Step 1: Administration Step 2: Configuration Step 3: Voucher Series Configuration Step 4: Select Voucher Type & Series Step 5: Voucher Configuration Step 6: Enable the Item Wise Discount Step 7: During Voucher Entry, Discount window will popup for each Item. For Voucher Level : Apply the Discount bill sundry in voucher.

Q: How can auto numbering be reset to manual numbering?

Yes, you can change automatic voucher numbering to manual in BUSY, by follow these steps: Step 1: Take data backup from company menu backup data Step 2 : Go to Administration and Select Configurations Step 3 : Choose Voucher Series Configurations Step 4 : Select the voucher type and series you want to edit Step 5 : Click on Voucher Numbering Step 6 : Select the desired numbering type from Automatic to manual Step 7 : Save the changes.

Q: Can i change the automatic voucher numbering to manual?

Yes, you can change automatic voucher numbering to manual in BUSY, by follow these steps: Step 1: Take data backup from company menu backup data Step 2 : Go to Administration and Select Configurations Step 3 : Choose Voucher Series Configurations Step 4 : Select the voucher type and series you want to edit Step 5 : Click on Voucher Numbering Step 6 : Select the desired numbering type from Automatic to manual Step 7 : Save the changes.

Q: How to enable auto-emailing of invoices to customers?

To enable auto emailing of invoices to customers : Step 1: Go to Administration Menu Step 2: Click on Configuration Option Step 3: Then click on Voucher series configuration Step 4: Then click on voucher and series then click on Voucher configuration Step 5: Enable Send email after saving as Y then click on configure box Step 6: Then disable prompt for sendng email and save the configuration Step 7: When creating and saving voucher, email will automatically send to the customer

Q: How can I add description for a invoice in BUSY ?

To configure item wise description for voucher in BUSY For that you need to follow these steps : Step 1: Go to administration menu then click on configuration and go to voucher series configuration. Step 2: Then select voucher type and voucher series and go to voucher configuration. Step 3: Enable item wise description and in below Set as Y to pick item description through F4 and click on ok and save button. Step 4: Go to transactions menu add voucher.

Q: 5) How do I use the settlement option in the software?

To use settlement option in BUSY, you need to follow these steps : Step 1 : Go to Administration then Configurations Step 2 : Click on voucher series configuration and select voucher type and voucher series Step 3 : Go to voucher configuration and enable Settlement Details, and specify the settlement mode and account. Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.

Q: How can i allow duplicate voucher numbering in purchase voucher?

To allow duplicate voucher numbering in purchase voucher, you can follow these steps: Step 1: Go to administration section then click on configuration tab. Step 2: Choose voucher series configuration then select purchase voucher and tick on main or any other required series. Step 3: Now, Click on voucher numbering tb which appear in right side of screen then select manual in numbering type. Step 4: Select warning only or no action in duplicate voucher numbering field then save the configuration.

Q: What options are available in the Boucher Series Configuration?

To check options in voucher series configuations in BUSY,follow these steps Step 1 Open your company Step 2 Go to administartion and then configuration Step 3 Select voucher series configuration Step 4 Then select voucher type and series for which you wants to check configuration Step 5 After selecting voucher series,on thr right side,select voucher configuration Step 6 Now you can options for voucher configuration and enable as per need and save and then can check the changes while voucher entry

Q: How to apply item wise discount in voucher?

To apply item wise discount in voucher, you need to follow these steps: Step 1: Open your company then go to administration menu and click on configuration sub menu. Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc. Step 3: Select the voucher series and click on voucher configuration tab and here set Y on item wise discount option. Step 4: Specify the discount structure from the dropdown as per the requirements then save.

Q: How can I configure my settlement?

To use settlement option in BUSY, you need to follow these steps : Step 1 : Go to Administration then Configurations Step 2 : Click on voucher series configuration and select voucher type and voucher series Step 3 : Go to voucher configuration and enable Settlement Details, and specify the settlement mode and account. Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.

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

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Errors (RTE/Ransome), Feedbacks and Bugs

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License Management/Softlock/Hardlock

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Implementation

Dealer Complaint/Issues

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Dealer Complaint/Issues

How do I configure discounts in the BUSY sales module?

Here are the general steps to enable and use discounts in BUSY,We can apply discount At Item Level & At Voucher Level.
 For Item Level :
 Step 1: Administration
 Step 2: Configuration
 Step 3: Voucher Series Configuration
 Step 4: Select Voucher Type & Series
 Step 5: Voucher Configuration
 Step 6: Enable the Item Wise Discount
 Step 7: During Voucher Entry, Discount window will popup for each Item.
 For Voucher Level : Apply the Discount bill sundry in voucher.

How can auto numbering be reset to manual numbering?

Yes, you can change automatic voucher numbering to manual in BUSY, by follow these steps: 
Step 1: Take data backup from company menu backup data
Step 2 : Go to Administration and Select Configurations 
Step 3 : Choose Voucher Series Configurations 
Step 4 : Select the voucher type and series you want to edit 
Step 5 :  Click on Voucher Numbering 
Step 6 : Select the desired numbering type from Automatic to manual
Step 7 : Save the changes.

Can i change the automatic voucher numbering to manual?

Yes, you can change automatic voucher numbering to manual in BUSY, by follow these steps: 
Step 1: Take data backup from company menu backup data
Step 2 : Go to Administration and Select Configurations 
Step 3 : Choose Voucher Series Configurations 
Step 4 : Select the voucher type and series you want to edit 
Step 5 :  Click on Voucher Numbering 
Step 6 : Select the desired numbering type from Automatic to manual
Step 7 : Save the changes.

How to enable auto-emailing of invoices to customers?

To enable auto emailing of invoices to customers : 
Step 1: Go to Administration Menu
Step 2: Click on Configuration Option
Step 3: Then click on Voucher series configuration
Step 4: Then click on voucher and series then click on Voucher configuration 
Step 5: Enable Send email after saving as Y then click on configure box 
Step 6: Then disable prompt for sendng email and save the configuration
Step 7: When creating and saving voucher, email will automatically send to the customer

How can I add description for a invoice in BUSY ?

To configure item wise description for voucher in BUSY For that you need to follow these steps :
Step 1: Go to administration menu then click on configuration and go to voucher series configuration.
Step 2: Then select voucher type and voucher series and go to voucher configuration.
Step 3: Enable item wise description and in below Set as Y to pick item description through F4 and click on ok and save button.
Step 4: Go to transactions menu add voucher.

5) How do I use the settlement option in the software?

To use settlement option in BUSY, you need to follow these steps :
Step 1 : Go to Administration then Configurations
Step 2 : Click on voucher series configuration and select voucher type and voucher series
Step 3 : Go to voucher configuration and enable Settlement Details, and specify the settlement mode and account. 
Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.

How can i allow duplicate voucher numbering in purchase voucher?

To allow duplicate voucher numbering in purchase voucher, you can follow these steps:
Step 1: Go to administration section then click on configuration tab.
Step 2: Choose voucher series configuration then select purchase voucher and tick on main or any other required series.
Step 3: Now, Click on voucher numbering tb which appear in right side of screen then select manual in numbering type.
Step 4: Select warning only or no action in duplicate voucher numbering field then save the configuration.

What options are available in the Boucher Series Configuration?

To check options in voucher series configuations in BUSY,follow these steps
Step 1 Open your company 
Step 2 Go to administartion and then configuration
Step 3 Select voucher series configuration 
Step 4 Then select voucher type and series for which you wants to check configuration
Step 5 After selecting voucher series,on thr right side,select voucher configuration
Step 6 Now you can options for voucher configuration and enable as per need and save and then can check the changes while voucher entry

How to apply item wise discount in voucher?

To apply item wise discount in voucher, you need to follow these steps:
Step 1: Open your company then go to administration menu and click on configuration sub menu.
Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc.
Step 3: Select the voucher series and click on voucher configuration tab and here set Y on item wise discount option.
Step 4: Specify the discount structure from the dropdown as per the requirements then save.

How can I configure my settlement?

To use settlement option in BUSY, you need to follow these steps :
Step 1 : Go to Administration then Configurations
Step 2 : Click on voucher series configuration and select voucher type and voucher series
Step 3 : Go to voucher configuration and enable Settlement Details, and specify the settlement mode and account. 
Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.

Frequently AskedQuestions