Forms

To access start INSTALLATION Workshop and from the menu select Install|Forms.

Enter the default form file names for each form you wish to use. If you do not specify a form name here, users will be able to specify the forms they wish to use for each computer running CAPITAL, as per their local settings.

All these forms are optional. If you leave the form name blank, CAPITAL will not attempt to print the form.

Invoice (Standard)

The standard invoice form.

Invoice for Cash Sales

The invoice form that is used for cash sales.

2nd Invoice

The second standard invoice form. (If more than one invoice form is printed. This might be used to print an address label, etc.)

Quotation

The quotation form.

2nd Quotation

The second quotation form.

Collection Letter

The customer collection or notification letter when using the Customer and Mailing List Letters utility.

Customer Receipt

The form that is used when printing a receipt based on a customer payment.

Customer Statement

The customer statement.

Supplier Statement

The supplier statement or remittance advice.

Cheque

The form containing the cheque lay-out.

Sales Order

The sales order acknowledgement form.

Picking List

The sales order picking list.

Picking Label

The form used to print picking labels for sales orders. If a form is specified here, CAPITAL will print this form for each product item on the sales order.

Labels are not printed for stock items if the Labels field is unticked in stock control. CAPITAL also examines the Labels Per Unit field to determine how many labels should be printed per stock item.

To prevent label printing for a stock item untick the Labels field. It is not sufficient to set the Labels Per Unit field to zero.

Purchase Order

The purchase order form.

2nd Purchase Order

The second purchase order form.

Purchase Label

Specify a label form here if you wish to print stock labels when delivering purchase orders.

This suggested use is optional. Visual Builder forms can be designed to print any type of information you may require relating to the purchase order and its delivery.

For more information see the topic: Purchase Delivery Forms.

Purchase Delivery

The purchase delivery report printed when stock is delivered.

This suggested use is optional. Visual Builder forms can be designed to print any type of information you may require relating to the purchase order and its delivery.

For more information see the topic: Purchase Delivery Forms.

Stock Receipt

The stock receipt form.

Receipt Label

Specify a label form here if you wish to print stock labels when receipting stock. (This suggested use is optional. Visual Builder forms can be designed to print any type of information you may require relating to the stock receipt.)

Stock Return

The stock return form.

2nd Stock Return

The second stock return form.

Stock Label

The form that is printed from Stock Control. Typically a label.

EFT Remit

The EFT (Electronic Funds Transfer) Remittance form.

For more information see the topic: EFT Remittances

Enterprise & Corporate Edition Only

Requisition

The requisition form.

Requisition Pick

The requisition pick list form.

Shipment Delivery

The shipment delivery report printed when stock is delivered via the Import & Shipment Costing System.

This suggested use is optional. Visual Builder forms can be designed to print any type of information you may require relating to the shipment costing procedure and the delivery of goods.

For more information see the topic: Importing & Shipment Delivery Forms.

Shipment Label

Specify a label form here if you wish to print stock labels when delivering goods via the Import & Shipment Costing System.

This suggested use is optional. Visual Builder forms can be designed to print any type of information you may require relating to the shipment costing procedure and its delivery.

For more information see the topic: Importing & Shipment Delivery Forms.

Stock Transfer

The stock transfer form.

2nd Stock Transfer

The second stock transfer form.

Service Manager Component Only

Job Card

The Service Manager job card.

2nd Job Card

The second Service Manager job card.

The Hire Manager Component Only

Hire Job Sheet

The hire manager job sheet.

2nd Hire Job Sheet

The second hire manager job sheet.

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