Frequently Asked
Questions
Find Solutions to Common Issues Related to features - ho bo
Where do I need to configure the settlement and optional fields in the branch office, head office, or both?
to configure the settlement and optional fields - in the branch office, head office, or both then follow these steps
1. go to the configurations under administration menu
2. open voucher series configuration and click on sales voucher series
3. there you can see optional filed option there you can set optional filed
4. also there is option for settlement details click on configuration tab
5. select settlement accounts for voucher and save it
6. follow same process on all branch offices and head offices .
How can I create multiple branches in BUSY?
If you want to create branch in BUSY, you can follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on Enterprises Features.
Step 3: Set Y on Enable "Multi Branch Details" and click on Branch Details.
Step 4: Click on "Add Branch Master" and enter the Branch name and can create Voucher Series Group , User & Material Center.
Step 5: Now, enter all other the necessary details such as address, GST details, etc and save.
I'm trying to avoid overriding existing data when I transfer information between branches. What should I keep in mind?
To avoid overriding existing data and ensure a smooth transfer, consider the following guidelines:
Step 1: Before initiating any data synchronization process, always create a comprehensive backup of your data.
Step 2: Check the synchronisation configuration
Step 3 : Tag the each series properly with the voucher type
Step 4: Ensure that teams in both the sending and receiving branches are aware of the synchronization process.
Step 5: This means you can choose specific data sets or records to synchronize, reducing the risk of unintended overwrites.
I modified a configuration but it is not reading the changes in the Branch office. What should I do?
You should try refreshing the configuration by clicking on the Read Head Office Configuration option in the Enterprise Features section.
To Read Head Office Configuration in BUSY, follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Click on Features/Options and then choose Enterprise Features.
Step 3: Enable HO/BO Data Sync Feature and click on configuration tab and mention sql server information and company information for data sync then click on Read Head Office Configuration.
Note: Take the latest backup of data before any process.
I'm not able to understand the data sync between offices, can you explain the process again?
Sure, to sync data between offices, you need to have the Head Office-Branch Office (HOBO) configuration set up in BUSY. This allows data to be synced between the head office and branch offices. The data sync happens through a static IP configured at the head office. Transactions done at the branch office will sync with the head office, and masters created at the branch will also sync with the head office. The sync doesn't happen in real-time and can be scheduled or done manually.
I'm seeing entries from my Haryana branch showing up in my Delhi branch in BUSY. How do I fix this?
seeing entries from my Haryana branch showing up in my Delhi branch in BUSY then make sure that your voucher series tagged under which branch if series tagged under wrong branch then you need to untagged it from HO for that follow these steps
1. go to the configuration under administration menu
2. open voucher series configuration
3. click on voucher series group management
4. select series group and untagged voucher series from that group who tagged under Delhi branch then save it
What could be the problem with the data sync process and how can it be resolved?
The data sync process can be found various reason. Here are the some pottential settings to be check
1. Slow internet connections can lead to data sync failures
2. Recheck the data sync configurations
3. Incorrect credential or user permission issue
4. Large size data can be take more time to sync
5. Ensure that Sync center feature is turned on in you computer. before enable this you need to take backup compulsary
6. Firewall or security restrictions
Again same problem persists then feel free to call BUSY Support 8282828282
I want to be able to view invoices from multiple office locations in BUSY. What should I do?
To view invoices from multiple office locations in BUSY, you need to check the below option:
Option1:
1. You need to configure and sync the data between the head office and branch office systems.
2. Ensure that the data syncing process is set up correctly and that the necessary firewall rules are in place.
3. This will allow seamless data syncing and enable you to view invoices from all office locations in BUSY.
Option2:
You can also shift to BUSY online to view invoices from multiple office locations.
I created a new store/party recently but it is not showing up in the branch. How do I get the new store/party to show up?
If you created a new store/party recently but it is not showing up in the branch, you need to sync your data from the head office to the branch office. For this, you need to follow the below steps:
Go to Administration, then select Data Export Import, then select Bulk Data Updation to BO, then select Masters.
then select account and specify the branch name, and click OK to sync the data. Then you can see the store or party that you created."
I want to delete a material center in BUSY but it says it is tagged. What does this mean and how can I delete it?
want to delete a material center in BUSY but it says it is tagged and want to delete it then follow these steps
you need to untaged material cente from particular series or branch
1. go to the configurations under administration menu
2. open features and option then click on enterprise features tab
3. click on enable multi branch details
4. select relevant branch and untagged material center from branch then save configuration
5. after that you can delete material center from BUSY.