Document

Mostly, documents were created by other menu in system. Also can be create the document manually to reference another menu. The module can be accessed via The Main Menu > Documents > Documents.

There are two ways to create document.

1. Create a document directly.
2. Create a document by other menu.

Create a document directly

• Go to The Main Menu > Documents > Document and  New Document

• The document form will appear on display.

• Input details of document

• Contact

• Select The contact (You can either select the customer or supplier are existing in system)

• Document Category

• Select The Document Category, You can create a new one by clicking New Document Category

• File

• Attach file by clicking Choose File

• Expiry Date : Enter the expiry date of a document

• Related To : Select the module you want a document appear to.

• Description : Input the description of document

• After completed, you can Save or Verified the document

Create a document by other menu

        An example as create a document by the Invoice Receivable

• Go to Main Menu > Accounting > Customers > Receivable, find your order and click open

• Scroll down the invoice form, you will see the documents section.

• Click Add to create a document or attach file

• Select the Category 

• You can attach file by clicking Choose File

• The Date Created will filled automatically.

• Input the description of document

• Click Save to add the document

• When you go back to documents module, you will see the document item created from The Invoice Receivable menu.