Contractor Document Types

Home Page→ System Settings→ Contractors/CRM → Document Types

Overview

Allows to create and edit types of documents for filtering customers, suppliers and employees lists of documents.

List description:

• Name - Name of the document
• Contractor Types - name of the type of contractor
• Order - prior
• N. Days - Expiry Notifications Days

Manuals

• By default, the type ‘customer’ of Contractor Types will be selected in selector Doc. Type. You can leave it that way or add the types you need.

Completing the form to create a  Document Type, if you opened the list 'Document Types' for the first time.

Or press on the ‘+’ button, if you started switching between records. Then the form to create Document Type will be empty

• Press on the Save button to save your entry after completing the form

  

• To delete, select the entry on the list and click the Delete button

Where you can use it:

Document Types you can use for filtering:

• Customers lists of documents

• Suppliers lists of documents

Document Types you can use when creating or editing a document for:

• Fuel Suppliers documents

• CAA Authorities documents 

Permissions

• There are no permissions for this page