Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
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
How can I avoid voucher duplicacy in BUSY?
To avoid duplicate vouchers in BUSY, you can configure automatic voucher numbering by follow these steps:
To change your voucher numbering to manual follow these steps:
Step 1: Go to administration menu then click on configuration option
Step 2: Then click on voucher series configuration and select the required voucher type like sales, purchase etc.
Step 3: After choose the voucher type, select its series and then click on voucher numbering option appear at rights side of screen.
Step 4: Specify Automatic in numbering Type and the configure the setting by specify prefix, suffix, starting number etc.
Step 5: Save the voucher numbering option and click on no for renumber all voucher for particular series.
Note: Please ensure that you have a latest backup of your data before following above steps.
I want to add custom fields like PO number and delivery date to BUSY invoices. How can I do this?
To enter PO number and delivery date in vouchers, you can use voucher optional field feature in BUSY. To configure it follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type such Sales, Purchase, etc.
Step 3: Select the series and click on Voucher Configuration.
Step 4: Mention the No of optional field as 2 and configure it with the field name as PO No. and Deliver Date then save.
Now, when you enter the voucher can enter PO No. in the optional field.
The PO Number and Delivery will be print on the header part of standard format automatically. Further if you have any customize format then you to contact them with you customize it.
I am unable to find the place to define the PO number in the voucher in BUSY. Please guide.
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 PO 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 PO number.
Why am I unable to configure voucher series in BUSY or why is the option not appearing?
If you can't see the voucher series configuration tab, it means you are logged in as a sub user with limited access. To enable this option, follow these steps:
Step 1: Firstly you have to login your company with super user login credentials.
Step 2: Now Go to Administration then click on user tab
Step 3: Afterward , Click on modify option and select the required user master
Step 4: Here you need to navigate at top right side in menu rights and expand the administration and then configuration tab
Step 4: Now check on voucher configuration option and save the user configurations
Step 5: Finally login the same company with sub user and check the voucher configuration option under configuration tab.
