Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
Where is the transport detail option in BUSY?
In BUSY, the transport details window will appear at voucher entry for which you need to enable the transport details option by following these steps:
Step 1: Go to administration then click on configuration
Step 2: Choose the voucher series configuration then select the required voucher type with its series
Step 3: Click on voucher configuration then Specify Y for input transport details option which appear at top right side of screen and then save the configuration.
. Apply discount in BUSY invoice.
To apply discount in BUSY invoice, follow :
Step 1 : CLick on administration
Step 2 : Configuration
Step 3 : Features and options
Step 4 : Inventory
Step 5 : Select item wise discount type as needed and save
Step 6 : Voucher series configuration
Step 7 : Select voucher type and go to voucher series configuration
Step 8 : Set the discount type and save
Step 9 : Apply discount in invoice
How to enter billing and shipping details separately in the software?
Here are the steps to enter billing shipping detail separately in BUSY:
Step 1: Go to Administration Menu
Step 2: Click on Configuration
Step 3: Then click on voucher series configuration
Step 4: Then select voucher and series and click on voucher configuration
Step 5: Then enable Seperate Billing/Shipping detail as Y then save the configuration
Step 6: Then while creating voucher billing shipping detail window will appear
Step 7: Then specify the seperate shipping detail and save the voucher
Can I apply discounts on invoices sent via WhatsApp 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 and Select Percentage Basis.
Step 7:- During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : We can apply the Discount Percentage Bill sundry.
In which section should I add the transporters GR number?
To add the transporters GR number in BUSY, you need to follow these steps :
Step 1 : Go to administration menu then configuration click on voucher series configuration.
Step 2 : Select voucher type and voucher series go to voucher configuration and enable transport details and click on save button.
Step 3 : Now go to transactions and add transport details in window.
Step 3 : Now in transport details window define the transporters GR number.
Is there an option to maintain voucher optional fields?
To maintain vocuher optional fields in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on voucher series configuration.
Step 2 : Select voucher type and voucher series go to voucher series configuration.
Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric in BUSY then click on save button.
Step 4 : Now go to transaction and add voucher using voucher optional field.
My voucher series is not visible. How can I check the voucher series in BUSY?
If your voucher series is not visible ensure that series is exist in BUSY or not to check the voucher series follow the below mentioned Steps:
Step 1: Go to Administration
Step 2: Click on Configuration and then Voucher series configuration
Step 3: Select the voucher type in which you want to see the series
Step 4: When you click on Voucher type, all the series created under that voucher type will be visisble there
Where can I find the option to generate e-bill and e-invoice after saving a voucher?
To find the option of generate e way bill and e invoice after saving in BUSY, 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 such as Sales, Purchase, etc.
Step 3: Select the series and click on voucher configuration.
Step 4: Here, you will find the option Generate E way Bill After Saving and Generate E Invoice After Saving.
The discounts are not reflecting correctly in my reports. How can I fix this?
The discounts are not reflecting correctly in my reports.Here are common causes and solutions:
Step 1: Check your voucher configuration settings.
Step 2: Ensure that you have the necessary user permissions to apply discounts.
Step 3: The availability of discounts might vary depending on the invoicing method you are using Step 4: During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : Apply the Discount bill sundry in voucher.
Can we set trans types of Direct and Challan automatically for series ?
Trans Type option shows in the voucher when the customer is using challan feature.
To set trans types of Direct and Challan automatically for series follow the below steps:
Step 1: Administration>Configuration>Voucher series configuration.
Step 2: Select Voucher type & series then click on configuration option.
Step3 : Specify the default trans type whether it is variable or fixed then mention it.
Step 4: During voucher entry, Then trans type shows as per set in voucher configuration.