The Forms Wizard

Click on the Form Wizard to create form stationary. The Form Wizard then prompts you to select the type of form you wish to create. Select one of the entries from the list that matches what you desire and click on Finished.

A pre-defined "default" form will be created for you. It is usually easier to change a form that has already been created rather than create one from scratch. However, if you want to create a form from scratch untick the Standard Lay-Out check box before you click on Finished. A completely empty form will then be created, ready for you to "drop" objects (such as boxes, columns of information, etc.) onto it.

Available forms include the following:

Card File/Generic

A form to be created based on a card file.

Cheque

Cheque stationary.

Customer Form (Generic)

The default form that is printed when in the customer accounts area of CAPITAL.

Customer Letter (Notices, Collections, etc.)

For customer overdue letters or general notices.

Customer Payment Receipt

The receipt for customer payments.

Customer Statement

The customer statement.

Delivery Docket

The delivery docket for invoicing.

Hire Manager Job Card

The Hire Manager job card.

Requires Hire Manager Component

Invoicing (Credit Notes, Invoices, etc.)

The stationary for customer transactions such as invoices, credit or adjustment notes, transfers, discounts, etc. You may create a unique form for each type of customer transaction. Use this Wizard to create the basic template for each of these.

Invoicing (Hire Manager)

The form used when hire manager invoices are printed.

Requires Hire Manager Component

Invoicing (Service Manager)

The form used when service manager invoices are printed.

Requires Service Manager Component

Picking List

The sales order picking list.

Point of Sale Receipt

A point-of-sale receipt for a docket printer.

Note: Docket printers must be fully Windows compatible (capable of printing graphics).

Purchase Order Delivery

The form/report that is printed after a purchase order is delivered into stock.

Purchase Orders

The purchase order form.

Quotations

The quotation form.

Remittance Advice (Supplier Statement)

The supplier statement or remittance advice form.

Requisition Pick List

The requisition pick list.

Requires Enterprise Edition

Requisition

The requisition form.

Requires Enterprise Edition

Sales Order

The sales order form.

Service Manager Job Card

The Service Manager job card form.

Requires Service Manager Component

Stock Form/Label (Generic)

The stock control form that is printed for stock records when accessing the stock control area.

Stock Receipts

The stock receipt form which is printed when stock receipts are entered.

Stock Returns

The form that is printed for stock returns.

Supplier Form (Generic)

The default form that is printed when in the supplier accounts area of CAPITAL.

Shipment Order Delivery

An optional form to print when taking delivery of stock using the Importing & Shipment Costing system.

Requires Enterprise Edition