Define your document types to build your sales processes.
Document types enable you to establish your sales processes. This way, you can diversify and personalize your document types according to your organizational structure. The document types you create will be displayed in the proposal, contract, and order creation screens.
Add a Document Type
To create document types, there are fields available: 'Code,' 'Description,' 'Sales Document Type,' and 'Is it Default?'
Code: You can customize your sales documents by defining a unique code for them.
Description: You can name your sales documents.
Sales Document Type: You can specify the sales process to which the document type belongs, such as 'Quote', 'Order', 'Reservation' or 'Contract.'
Is it Default?: Marking the document type as default specifies the document type to be used if no other document type is specified.
With the "actions" button, you can perform viewing, editing, and deletion actions for your records.
Edit a Document Type
You can update the information related to the document type.
Delete a Document Type
You also can delete document type records.
Do you need more help? By contacting Fiona through the chat, you can get expert support.