Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How do I generate a serial or voucher number in BUSY for my invoice?
To generate serial or voucher number in BUSY for your invoice, you can follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type of that you want to set voucher numbering for, such as sale, purchase, etc.
Step 3: Then, select the voucher series and click on Voucher Numbering.
Step 4: Choose the Numbering Type as either Automatic or Manual.
Step 5: If you want to enter voucher number manually the select as Manual and set warning for duplicate and blank voucher numbers as the requirements.
Step 6: For automatic numbering type, set the prefix, suffix, and Starting No. as per your needs and click on OK.
Note: Take backup of your data before making any changes.
I want to change the point of sale configuartions in BUSY. How can I update this?
To configure or change point of sale or POS settings in BUSY,follow these steps
Step 1 Open you company and go to administartion
Step 2 Go to configuration and then select voucher series configuration
Step 3 Now select sale voucher and then series
Step 4 After selecting voucher series under sales voucher,on the right side,select voucher configuration option is higlighted and voucher series configuration window will be highlighted
Step 5 Now on bottom of voucher series configuration window,select configure advanced pos options
Step 6 Now in pos configurations,you can set date,party,sale type,material centre and other fields to fixed,semi vaiable or variable and then save the changes and save the main window
Step 7 Now add sale voucher with pos enabled series,you can changes according to you made
The green vehicle number is not printing on the left side on the invoice as needed in BUSY. What should I do?
If you are unable to find the place to define the PO number in the voucher then please
follow the given steps
Step 1: Go to administration then configuration then voucher series configuration then
select desired voucher type in which you want to mention PO number then
series.
Step 2: Then voucher configuration then No of optioanal fields write down 1 here.
Step 3: Then voucher optional fields configuration window will open where in you
will mention green vehicle number text in the field name column and
select type as text then keep maintain master database N then save.
Step 4: Now, while entering voucher you will get a window of optional fields in which you
will specify green vehicle number.
Can we enter separate shipping details in sale voucher and how to check distance between bill from and shipping pincode?
A: - Yes, you can enter shipping details separately on voucher on billing shipping details window, first you need to enable this feature.
Please follow the below steps to enable billing shipping feature:-
Step 1: Go to Administration menu
Step 2: Configuration then click on voucher series configuration
Step 3: Click on sale and then select your voucher series(default series is Main) and then click on voucher configuration tab
Step 4: Here you can enable separate billing shipping details & save
B- to calculate distance between bill from pincode & shipping pincode you have to enter shipping pincode on transporter window & then click on check distance tab which is also available on transporter window then BUSY auto show the distance between your bill from & ship to pincode
Can you show me the item wise Discount window and purchase challans window?
For access item wise discount you have to enable item wise discount for enable item wise discount follow these steps:
step 1: Go in administration
step 2: Go in configuration
step 3: Go in voucher series configuration
step 4: Select voucher type and select series
step 5: Go in voucher configuration
step 6: Enable item wise discount and save configuration
In voucher after every item show discount window
For purchase challan window you have to enable challan feature for enable challan feature follow these steps:
step 1: Go in administration
step 2: Go in configuration
step 3: Go in Features/option then go in Inventory
step 4: Enable sale/purchase challan
step 5: Go in Transaction then go in material received from party
step 6: In type take purchase challan and add voucher
How to reassign voucher numbers that are out of sequence in BUSY?
To reassign voucher numbers that are out of sequence in BUSY, you can follow these steps:
1. Open BUSY.
2. Go to the Configuration menu.
3. Select Voucher Configuration.
4. In the Voucher Configuration screen, choose the voucher type for which you want to reassign the numbers (e.g., Sales, Purchase, Receipt, Payment).
5. Click on the "Numbering" tab.
6. Check the option "Allow Re-assigning of Voucher Numbers".
7. Save the changes.
8. Now, go to the voucher entry screen for the respective voucher type.
9. Select the voucher that has the incorrect number.
10. Edit the voucher and manually enter the correct voucher number.
11. Save the voucher.
By following these steps, you can reassign voucher numbers that are out of sequence in BUSY.
I am having issues understanding settlements in BUSY. Can you explain the process?
Sure, settlements in BUSY refer to the process of recording cash and bank payments made against a sales voucher,.
To enable the settlement detail follow the below mentioned steps:
Step 1: Go to Administration select Configuration, and click on Voucher Series Configuration.
Step 2: Select the Voucher Type then choose the series in which you want to enable Settlement Details.
Step 3: Toggle Y for Enable Settlement Details, then click on Configure. Add a tag account for settlement, write captions, and save.
Step 4: If you are using POS in this series, click on Configure Advanced POS. Enable the settlement window and configure it.
Step 5: Now, enter the voucher after filling in all the details. When you save, the Settlement window will appear, where you can add your amount.
How do I generate an invoice when the goods are shipped to an unregistered dealer in another state?
To generate an invoice when goods are shipped to an un registered dealer in another state 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 then click on voucher configuration
Step 5: Enable billing/shipping details as Y then save the configurations
Step 6: Then while creating invoice billing/shipping detail window will appear
Step 7: Then select billing shipping details in the field of Gst report basis
Step 8: Then select unregistered party
Step 9: Then specify party name and address and other details on the respective window
Step 10: Then click on save button to generate the voucher
How can i charge discount at item level in order to include the discount value in taxable figure?
To charge discount at item level in order to include the discount in taxable value, follow these steps:
1.Enable the item wise discount feature.
Step 1: Go to administration menu and select configuration option.
Step 2: Then select voucher series configuration option then select the required voucher type and select relevant series.
Step 3: Then click on voucher configuration button and in next window of voucher configuration mention Y on item wise discount option and then click on save button.
2.Apply item wise discount at voucher.
Step 1: Go to Transaction section then select the required voucher type.
Step 2: Click on add option
Step 3: While creating voucher, You need to mention item wise discount in the discount window that will display after enter item name and its quantity.
How can I maintain the description of an item in the database for future use?
You can maintain the description of an item in the BUSY by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on voucher series configuration after that select the voucher such as sale,purchase etc
Step 3: Select the series and click on voucher configuration button
Step 4: Then select item wise description option as Y to disable it and save the changes after that click on configure button
Step 5: Afterwards specify the number of description and specify other fields as required and click on ok button and save the changes
Step 6: Go to transactions menu to create a new invoice after that whenever you you will create the voucher you will see description option for each of the item
