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Busy software invoice format download for R&D

hello everyone a warm welcome to the today's webinar session I hope you all are fine so as you know that we are conducting this type of webinars weekly basis so that it will enhance your busy knowledge as well as you just apply the skills to the your busy software so today the topic is Advanced concept of document designing if you are planning to uh do your invoice design customization so this skill will really help you a lot because in this today's webinar I'm going to explain you that some of the tips and tricks about the invoice designing so how you uh do the better designing and what are the commands Advanced commands that you can use and apply it into the uh invoice so let us begin to this training so please in this webinar till end so if you in between have a questions please you can put message in chat box it is open for all of you so let us start so here if you are configuring the QR code in your invoice designing so the customer can easily scan and make the payment so in B also you can able to apply this QR code so that the customer he can able to make the payment easily by scanning that QR code another is configure the data manipulation field so that the fields print ing to the requirements some of the data manipulations fields are internally have with busy these fields easily you can add it and after adding these fields so the some of the manipulation it means some of the customization that some of the validations will be takes place in internally on the specific Fields something like that if he wants to multiply two fields that is one is quantity and another is amount so that you can use the formula basis otherwise sometime you wants to trim the value or sometime you want to give some space to the values so that all are available and all are possible through this manipulation Fields so today I'm going to teach you how to add this manipulation fields and what all are the manipulation fields are available and then printing options in page settings to make invoice more advanced so really because in buy you can configure the page settings as per your need there are various types of options available if suppose uh you want to print the footer on last page or you want to group the items by group basis you want to print the items by group basis also you have various type of options when I teaching you to practical uh way so I can show you all those things and the apply formulas that already I said you that how to uh how it will work so either you can subtract either you can multiply either you can uh add it either you can can divide it so every type of formulas that you can able to apply not only single formula either you can add it multiple formula also quantity into price into Price Plus GST in this way also you can apply the formulas so combinations of parameterized data fields are printing as needed if just if you need to print the parameter informations just like brand size color Wise It's a sum of quantity alternate sum quantity sum of the price Etc that you can also do it so in this training program I'm going to give you the tips and tricks to apply these skills so please be in active in this session so let us see the page settings how to do this and what are the important features are included in this page settings so come to the point here page settings is available in buy you can see here Administration configuration feature and options so configuration invoice document printing in that advanced so in that advanced option you can see the invoice designs so in generally there will be three to four designs are inbuilt that is in standard designs are available apart from standard designs if you wants to add any advanced designs you can add it so you can create your own design by adding the add format option by clicking the add format option so after the page settings tab button will appear if you click in this tab so internally you will be getting page settings there are many options available the first option will be number of lines in header so this will be most important thing because how many header lines that you want to print if suppose header that you want to print up to 20 number of lines you can mention here 20 or else you can mention 17 but so this will be uh if if it is 15 lines but maybe in command or coding you mentioned that 20 number of lines then it only prints 15 only it can't print 20 numbers so that is the reason it is most important thing in the page settings even you can specify the body footer Etc and use full body space it means so in generally A4 size paper it print number of lines is 60 so if suppose you don't want to print all the 60 number of lines in A4 paper if you enabled if you disabled this option then the A4 size paper it can't print fully it where the printing is completed till that only that A4 size can print for example if you have only one single item in your invoice that only one single invo single item will be print after that the footer will print then the paper will be ejected so for example this will be the invoice copy just check the preview here by pressing the alt P you can see the preview of the invoice so now you can see here uh the invoice will be printing like this after printing the item name the putter is printing next the paper is completely blank in the bottom of the page because of this full body space setting so this type of settings internally that page settings it contains so let me again enable this page settings enable this full body space and if you enable the full body space then what happened the full entire space will be covered in the specific invoice format let me show it here you can see full whole page will be printing because I'm enabled full body space next is here you can see the eject invoice after putter printing if you wants to eject the paper after the putter printing you make this one as yes and number of document per page so if you want to print the number of document four per page then you can mention here four what happened in one single page there will be four documents to be print here here this design different design but if you uh wants to print some four documents in single page then on the basis of that you has to customize certain things but here we have the page settings option how many documents that you want to print in one single page that you can mention here similarly printing style there are different types of printing styles available mixed corer Taha Allon Etc that you can it here and printer configurations if suppose you have two printers two printers and this design is to be print in one printer and another design another invoice performant to be print in some other printer at each and every invoice document design you can mention the printer name that this print out will be comes into the one printer and another invoice copy will be print into the Another Printer each and every document wise each and each and every format wise you can locate the printer Name by here and you enable the double item body space generally this feature a double item body is required for the service businesses service related businesses where you know that in service industry he can be Print Service what are the consumables they are used for the service two wheer or four-wheeler service and bottom of that you maybe have another body another section in that the service amount service charges Etc to be print this type of uh invoice printing we need this enable double item body space likewise you can enable the landscape if you need if you wants to convert the paper size from landscape you can use this feature okay feature of format we have here print email SMS po mail Etc and multipage number the each and every page that you want to print your invoice numbers from 1 2 3 4 like that you just enable print page number in multipage invoices similarly print putter on last page only in multipage invoice this will be the very required thing for you because most of the cases if you are printing the invoice copy each and every Pages the putter will be print it should take more it should consume more paper right so instead of that you can enable this feature so that what happen each and every page the pter is not going to print only the last page only the putter will be print after that the paper can be ejected zero amount items if any items will be zero sometimes if if it might be free quantity you sold some free quantity this value will be zero in that case the zero item amount will not be print if you make this one as no otherwise it will be print zero amount Bill entry values if you want to print you can make this one as yes otherwise make this one as no non-impact bill entries Etc here this is very useful feature given here that is called enable item grouping in body printing that means if you wants to group the items by group wise that is something like if you have three four variety of products stationary textiles Etc one custom customer will bought different types of category products group products so on the basis of that you can categorize the it categorize the printing software can automatically sends the item group and it will be printed into the invoice copy order by order so after that you can see the action after which group that means if you want to eject the paper or you want to add some blank line or you want to cut the paper or you want to semic cut the paper so these all are the commands after after printing each and every Group which command that you want to give that you can either you can decide here and you canix it here each group print after the printing of one single group the paper will be ejected next again the printing will be takes place next again the paper will reject so this this type of configurations will be provided under this P settings Sly number of lines to skip after each group how many number of lines that you want to skip you can mention here that that number how that much number of lines will be skipped when you can have the repeat after each group if you wants to print the Header information in each and every Group after printing each and every group that you can mention here header or subheader whatever it is subheader it is a different concept that I can show you later similarly for reset serial number maximum entries per page that somebody says that sir I need maximum 10 number to be printed in my invoice copy maximum 20 number of items to be printed on my invoice copy it will be the number of items printing in per page that you can decide and you can apply here here similarly if you mention here zero then what happened the default number of items how much that have you in your invoice that much items to be printed apply the password that time what happened the password is restricted the user to make any certain changes if they want to make any changes in the invoice copy he has to enter the password then only it should be work this will be very important feature the concerned person he did some changes but later on anybody if they modified certain things means it the design will again they has to customize has to configure it will be take more time it will waste of time so that is the reason we have provided this password option also you can use this one also these are the Bas settings very after that let me go to the second slide and let me show you how to add the how to add and configure the QR code Response Code the QR code will be two types static and dynamic static field It capture the website information any static information just like if you given any text or keyword means that should be read in this QR code dynamic QR code means want to apply the payment information you want to configure the payment information into this QR code later the customer will scan this and he can make the payment let us see how it is work and foremost you should go to the feature and options menu under that go to the invoice document printing in that invoice document printing you can select the standard format Advanced format can create one name here it's like QR you can add the QR let me this company come to this company I can show you Advanced format already created one QR format you just you can create one format name and then go to the footer section this will be the API QR code API it's not for everyone it should be different things will be same but some points are different for here is everybody have the QR code in your phone pay Google pay and even your bank side right that QR code to be scanned by the code scanner app QR code scanner app is available in your Play Store or App Store you should download that application once you if you scan then this much code will be this much much code automatically generated this will be the link up to this you can get it after scanning just copy this link and paste it over here and you can add this much API let me tell you what is this here code will be 02 02 it's a default for everyone it's not any no any changes this will be the API here you can see the invoice invoice number this will be the invoice number number this data is aailable in software it should be should be by this parameter this will be one invoice number parameter and this will be voucher number voucher number in buy when you posting some purchase or sales voucher that there one voucher number will be there that number is here V number purpose purpose it is nothing you can mention like that only and am is amount am grand total you can see the amount grand total this will be the field and H up is the no currency format because what happened in generally in currency how it is rupes or 8 rupes like this right 00 is the decimal this decimal is if the value is contains this decimal then QR code it can cannot generate code cannot capture this decimal value so that is the reason who has to has to remove the decimal by using this no currency format ncf ncf uh at ncf data manipulation build next you can see the and m% simple to be us every every parameter you should use this m symbol you can see the m per here you can see the mously you can see the M perent here also this this will be the currency unit would be INR Indian national rupees minimum amount will be 1 rupees because why it is minimum amount because value above one rupees then only the QR code generate value means there is no no sense right that is the reason uh we are mentioned here minimum amount likewise you can uh configure this QR code if you need this QR code let me sh this API here in the chat box you should use this API it will be my API instead of my name you should apply your API name that is your QR and QR code name will be the I already shared you this uh you can change the company name also when you can change the company name ABC Trader instead of ABC Traders you can write your company name once you did this configuration after that you can go to any of the invoices that you where you want to add the QR code that invoice you can go example this will be the invoice otherwise you can create one new invoice the new format and go to the specific footer header or body wherever you want normally we add it in footer or header we can't add it so once you come to here you can press the F4 button you can the field QR code you can see the value uh f f means Dynamic QR code means QR code QR code means if you here ww. bz. after after scanning this QR code directly redirected to busy software website is called a static QR code let us one uh payment QR code okay here you can see format name is QR know that our format name is QR here I shown you how to configure the API how to that format that format name actually QR this name I entered here format name I have entered this this QR code field QR is the name of the of the API okay this will be the size S1 means it's a size if you wants to bigger QR code you should make the changes here instead of one you can put it here one either two either three Etc this will be the size of the QR code once it is done you can uh save and uh apply the changes later on you can some transaction to the parties the invoice copy will be printed this QR code let me show you how the QR code will be printing this will be my invoice page settings you can uh remove this this body can crease the footer my I am added this uh new format not in one format that is the reason format will be mismatched here let me use the size of the header body and footer the QR code will be printing like this this border is coming because was enabled this border settings in the page settings you can see here box I just disabled it now it is okay you scan this QR code then the customer has been make the payment this will be the payment QR code hope this will be understand for every let us continue that is our static QR code earlier I said that static QR code the main difference is T will be the static QR code ID T is the static QR code f is the dynamic QR code also you can configure similar way don't want to configure these all API and everything just you can mention the text that you want to scan example here I if I mention T is the static QR code you can mention the website name . bz. anybody scan this QR code then he can redirect it to the bz. in website your business means uh that is something like uh if you are having any Google uh review link review link you can add it here anybody if they scan the QR code he will be giving giving the review for your business can increase your business review should be very much useful for your business okay that also you can do it so any way you can do it have both the options in busy static as well as Dynamic see this will be the static QR code we will move to the some other topics of the day that will be interesting okay it will be called manipulation field data manipulation Fields this let us see how to remove the extra space this #te will be the command hasht hasht let us see how it is work so if you need any further assistance or any kind of P so you should use our manual this type of help manual is available internally directly went to any designing platform example you are designing your own Design This format so that time uh bottom you will be have a advance usage if you click that Advan usage the data manipulation field will be there read this data manipulation related help manual you can it can help you a lot you read this so you should apply this mation field for your noices let me show you what is this hasht see hasht is a you can use hasht to trim any string Bally it will remove extra space from before and after the string sytax of this will be the see the syntax here amount grand total T this is to be applied for trim the values let me show you how it how it will be work let me apply this uh data manipulation fill for my amount grand total here I can mention hash this will be the data manipulation all right that you can the characters how characters 16 character this will be the point2 means it's a decimal for example the value will be 80 rupees. so this why we are mentioning here 16.2 decimal is to be print now so that is way you paste it here you can re see the preview now with the preview of the invoice you can see the here you're getting confusing I can this particular relation to some other m format name is two and body it here this one copy this one and paste it here it here and save it 10,095 r85 P it was printing see that printing like this right if I remove the manipulation field then how it is print that also I can show youle assume that now I am using without any font I am if I'm applying CPI font CPI font having character limit of P6 and give 96 let me remove the manipulation field very first and show you how it is printing now can see printing in this way it was printing and 1095 it was printing right side because I have chosen right alignment I am applying this manipulation field body can this manipulation field here by here and instead of R I can make this one as left alignment see the infation because value value will be trimmed it means border you can see given 96 character 96 means it should be printed till left to end of the right paper but it was printing only the only the 8 to 10 characters entire entire page it is not printing because the Border it can't touching into the right side because of the stream value will be the manipulation field you should use for the the values can't print left to till the end of the right side of this hasht command I hope this should be understand next command what I'm trying to going to explain you that in words hashw W the hashw command you can use to print the amount in word let me go to same invoice design once again and here I can instead of hasht let me put hash w w let me add it and save it this you can see the preview value will be converted into into the words see the words 10, 195 and Pisa 85 only earlier it was value it is words amount in words this will be the second manipulation build other is Place dash for a blank value non zero values apply this printing 0 0 put this dash dash Can what I can do I can make this one as put it here NZ for example one thing putting into the body I just put into this in let me add one field on off all4 reignment I can here I can NZ manipulation field let me show you now see the pr and forwarding charges in bill sry will value will be zero right how it is coming Dash Dash is coming because put some manipulation field called enured for that reason it was printing like this plus another manipulation field similarly next is C B Printing dash dash this this instead of printing this one can print blank space are using hash NB then it should printed blank value there is no any value will be print you can get the blank values or round off quite interesting because wants to round off the value in your invoice copy for example now you can see here the cgst value will be 7735 is also 77 .35 print invoice print you want to make this one as round off or lower roundoff you have to use this manipulation build I can show you how to do that here let me save the invoice first go to my invoice designing the same bill Sentry value I was added here in that I was mentioned that round off lower means RL and Ru upper round off means Ru this command has to be used means me round off Ru means upper round off I can show in quickly with one single step itself add another option here also you how the round of upper will printing you can see 771 it was printing because our bill sunry value was 77 0.35 but when you're printing the invoice it should be printing like 771 because of this upper round of manipulation build you can either you can use for lower round of also similar way I'm going to explain you that automatic round of value just now we seen that how to Upper and Lower value now I can show you how to auto run off the value that same command itself I can add one more uh I can make some changes instead of L and U I can put a a means automatic automatic or Auto you can say U I can put some a value show you view here can see here 770 if the value will be below 50 PESA then you should be treated as lower uh round off if the value will be Point more than 50 PESA then you should be printed like 771 so that that will be takes place automatically no no need to do any such or nothing you has to put some manipulation build just like R A that's it that no need to do anything is left trim value you want to trim the left values example you have some unwanted values in left side so you want to trim that values spaces I'm saying so you can trim by using this hash LT and simultaneously for hash RT it also you can do values wants to add the padding characters so this I can show you padding characters means star star suppose for example I'm going to my designing section will be the grand total field instead of injured I put some hash symbol padding character p s p P padding and I mention here hash if any symbol you can give symbol to be printed over there called as padding characters me show you how it will be up you can see 10,962 as St star star is coming plus padding characters more away you maybe you can You' seen that in check Etc so checks Etc the printing will take place like this only you can use this padding characters of the character you can uh mention the position of the characters using the hash s symbol S symbol you can have this hash as symbol manipulation build here here only you can see here let me show you how the thing will work hash s manipulation build the space here I can use the hash s that you can mention the of characters to be number of characters that is 10 20 like that I can mention here 20 the position actually position of the character Ash s 20 is the position of the character save then you can see the of I'm adding this hash into my body section that is get this one directly amount in ver I can copy a grand total so that why it is not printed in words let me add it has is the manipulation field save it back and see see the preview 96 and P that much only printing because I was given 20 number of position 20 the characters it might be not print 21 characters only it should be print so how the thing will using this as position data manipulation Feld hashes is the position of characters next is line brakes it is quite important because most of the and partners they are asking this question because want to break the item lines because if the item lines lines is more than then in that case this this is required so you have to use this break off the line manipulation F let me show that sh you so you can add one item name here go item the item name add this field you can hash one line one if you need 40 characters to be print you can mention here 40 again you copy the same field and put it in a second line pasted P into the second line and the instead of L one you can change that one to L2 first line 40 characters to be print and second line again the 40 characters to be print so you can do this you can add this manipulation field then what happened if the item charact item name will be more than uh 40 characters first line will be print 40 characters remaining will be print second line these are are the fields and even we have another field called hash BC is the barcode field actually they're asking that sir I need to add my barcode bar in my instead of my item name so what to do so we have an data manipulation field # VC can use this field to barcode values or the invoice for the preview once again now the item name is not printing the barcode is printing this is as DC manipulation F some important manipulation F now going uh next slide let me show you that how the formula formula is you how you adding the formulas in Excel Excel Etc see only the EAS also you can add the formulas nothing it's quite difficult it's a very simple only you can uh see in my uh here I given that to calculate the amount of an item you can apply this following formula quantity into price simple you just go to the software the design the body section moving this all all these felds are here and you can press all4 to enter one quantity add another field called amount what the the field was added you just remove these two Arrow marks then next you can add the mathematical operation symbol that is multiply subtract minus Etc again you need to remove this one also alignments everything you has to remove see that quantity into 16.2 is the character comma R is the alignment done see how it is working now the 85555 it was coming here in this we can apply the formula some other formulas like divided by if you want to divide the value can same field only I can show you either you can divide and you can copy and it in next line and mply or subtract you can do this type of see the preview once again will be different value will be coming here okay so you can apply the formulas by using the manipulation Fields there also uh the another formula item MRP into quantity build 260 equal to 26,000 like become this we have a parameterized invoicing bills Etc some quantity at Value 5.2 you that suppose you want to if you created any new designs test test field and you can add one field value called available in our help manual just refer this help manual manual have this parameter feature related look at parameter sum quantity at Value 5.2 R it means paste the value and you can paste it here value means that is called when you're creating new item that parameter value whatever you are created brand size color that mention here for example you can add it see the parameter values size 36 38 40 42 these are the size of the this will be the MRP now I need to uh add this 36 size parameter value over there you can remove the value and you can add it here 36 this will be one command this will help you to calculate the sum of the sum of the sizes example with the invoice if you your invoice we can see whether this size is available or not item that that size is not available that size is available 36 and third item that 38 size will be available I do I can by Alt p is a shortcut to check the preview use this test in see number one is coming one means total sum of that size invoice if you have 10 number of 36 size overall sizes will be calculates and then the value will become 10 can do I just make some changes over here uh one quantity I just put it here two Quant quantity this is 30 similarly here also I make this one as two quantity this will be 36 36 now I just save it see the preview uh almost uh 2 + 3 3 is uh wants to show is three now sorry four total sum is four actually Four here it was showing total of sum is four so formula will be come like this okay the same way you can apply this form also parameter some alternate quantity at Value at value means sometime might be 36 3 37 38 or sometime it might be red color blue color whichever the value that you are giving here that values uh will be overall some value will be calculates and it should be printed into the invoice C parameter second uh field and another formula that was another manipulation field that was par some alternate price at Value 5. r alternate price as well as price both you can print by using this parameter so then use this command and put the value of the parameter 36 size 38 size whatever that is the size will be printed into the invoice copy next another thing here is parameter some amount if you want to summarize the amount in you should this field the value the value and you can add the Paran name after the tce some amount will be printed this is all about my side if you have any questions feel free to call to our 24 bar7 help desk number related to this type of changes or any modifications that you want first try by yourself if it is not possible feel free to call us for that to help you our helpline number will be 8282 82882 and also you can write a mail to us support.in so thank you so much for joining this today 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