Frequently Asked
Questions

Find Solutions to Common Issues Related to features - ho bo

FAQs

How do I set up multiple branch locations in BUSY for accurate GST calculations?

To set up multy branch in BUSY :
 Step 1: Go to Administration Menu
 Step 2: Click on configuration
 Step 3: Then click on Feature and option
 Step 4: Then click on Enterprise feature 
 Step 5: Then enable multi branch details as Y and click on branch details option 
 Step 6: Then Click on ADD Branch Master option 
 Step 7: Then specify name of the branch and enable other respective option as per your requirement
 Step 8: Then tag particular series in voucher series configuration option fro correct calculation of amount of invoices 
 Step 9: Then you can check report with selective branch wise series in BUSY

How can I configure sales and purchase order processing in BUSY?

To configure sales and purchase order processing in BUSY, you can follow these steps:
1.Click on Adminstrations then Configurations then Features&Options
2.Click on Inventory option
3.Enable Order Processing option from there
4. Go to the Configuration menu and select Voucher Types.
5. Select Sales Order or Purchase Order from the list of voucher types.
6. Click on the Modify button to edit the voucher type.
7. In the Voucher Type Configuration window, you can set various options such as numbering, narration, printing, and more.
8. Configure the required settings for sales and purchase orders according to your business needs.
9. Save the changes and exit the configuration window.
By following these steps, you can configure sales and purchase order processing in BUSY."

How do I make bills from my factory and branch office in BUSY Software?

To make bills from my factory and branch office in BUSY by using HO-BO feature. If we are using enterprise edition we can use this option.
In this we can maintain different location wise data for every series and then after doing transaction we can check reports as per location wise.
Follow Below Steps:
Step 1: Go to Administration menu 
Step 2: And select Configuration option 
Step 3: Here you can see Voucher series configurtion option click on it 
Step 4: Now Add voucher series.
Step 5: Provide name of voucher series (name as branch name) 
Step 6: Now create voucher series group  (name as branch name) and then select all series of branch.

How do I handle multi-branch vendor management and procurement processes?

To handle multi-branch vendor management and procurement processes, you can follow these steps:
Step 1: Create separate vendor masters for each branch. This will help you to track the vendor details and transactions for each branch separately.
Step 2: Use a different voucher series for each branch and select it when recording vouchers such as purchase, purchase order, etc. This will help you to differentiate the vouchers for each branch.
Step 3: You can also use the master series grouping feature and tag the vendor masters with the appropriate master series group. Then, you can tag the same master series group to each branch. This will help you to filtration of vendors branch wise.

The data is not updating properly when I try to set up branch wise accounting. What could be going wrong?

Please check the options below:
1: Cross check the mutil branch configuration in HO ( check voucher / master series tagging in branch )
2: Check the data sync process after checking the server information from Ho/Bo data sync configuration option in the branch company.
3: Check the data sync process after checking the connection with the HO/BO through Check connection option of HO/BO data sync configuration. 
4 : Check data sync process after read head office configuration and existing data status from data sync from HO/BO data sunc configuration of branch
5: Port 1433 must be open on static IP
Make sure you have the latest backup of both your companies HO and BO.

What steps can be taken to resolve the data synchronization issue between the Head Office (HO) and Branch Office (BO)?

To troubleshoot the data synchronization issue between the Head Office and Branch Office, follow these steps:
1.Ensure you have a valid internet connection for syncing data across different locations.
2.VeriFinancial Year the presence of a valid and active static IP.
3.Check if the necessary port e.g., 1433 for SQL is open; if not, perform port forwarding on the router.
4.Ensure the port is not blocked by the firewall or antivirus; unblock if necessary.
5.Confirm you have valid access permissions to sync data between HO and BO.
6.Ensure that the latest release of BUSY is installed on both HO and BO; if not, download and install the latest setup.
7.VeriFinancial Year that the HO-BO features are matching.

What's the necessary network connectivity setup to ensure successful data synchronization between branches in BUSY?

To the proper synchronization data in HO and BO, you should check the Stable internet, ports and firewal setting in the system
 Please follow the given steps
 Step 1 First check internet must be proper and stable in HO and BO
 Step 2 Then check port number 1433 must be open on static ip in HO, you can use the website name "Can you see me"
 Step 3 Go on control panel then window firewall setting
 Step 4 Click on advanced setting and create inbound and outbound rule for the port number 1433
 Step 5 Create above Inbound and outboud rule in firewall in HO and BO both location

I need to record and view financial data separately for each branch of my company in different states. BUSY seems to aggregate everything. What should I do?

To track transactions for multiple branches in different states, you can use BUSY's Multi-Branch feature. This allows you to create branches with different GST numbers and consolidate all data in one place. To enable that option please follow below steps : 
 Step 1:Go to administration. 
 Step 2:Select configuration. 
 Step 3:Choose Features/Options. 
 Step 4:Select Enterprise Features. 
 Step 5:Search for Enable multi-branch details and set the option as Y (Yes). 
 Step 16:The multi-branch option will open. Configure your branches with different states here. 
 Now, you can manage transactions for multiple branches with distinct GST numbers and consolidate the data in one place.

How can I enter and track transactions for multiple branches of my company based in different states within BUSY?

To track transactions for multiple branches in different states, you can use BUSY's Multi-Branch feature. This allows you to create branches with different GST numbers and consolidate all data in one place. To enable that option please follow below steps : 
 Step 1:Go to administration. 
 Step 2:Select configuration. 
 Step 3:Choose Features/Options. 
 Step 4:Select Enterprise Features. 
 Step 5:Search for Enable multi-branch details and set the option as Y (Yes). 
 Step 16:The multi-branch option will open. Configure your branches with different states here. 
 Now, you can manage transactions for multiple branches with distinct GST numbers and consolidate the data in one place.

How can I troubleshoot if I am unable to sync data from the BO to HO?

To troubleshoot the data synchronization issue between the Head Office and Branch Office, follow these steps:
1. Ensure you have a valid internet connection for syncing data across different locations.
2. VeriFinancial Year the presence of a valid and active static IP.
3. Check if the necessary port (e.g., 1433 for SQL) is open. If not, perform port forwarding on the router.
4. Ensure the port is not blocked by the firewall or antivirus.
5. Confirm you have valid access permissions to sync data between HO and BO.
6. Ensure that the latest release of BUSY is installed on both HO and BO. If not, download and install the latest setup.