Adding a Related Form for the Supplier
What are Related Forms
Through this screen, Daftra allows you to add a complete form containing additional data specific to the supplier. You can add this form to the supplier in various scenarios in the program. Additionally, you can add a custom design to the added form and print it for each client individually.
Steps to Add a Related Form to a Supplier
- Click on ‘Purchases‘ from the main menu.
- Click on ‘Supplier Settings.’
- Click on the ‘Related forms‘ tab.
- Click on ‘New Custom Form.’
- The screen displays the following template information:
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- Custom Form Information
- Name: Assign a name to the related form.
- Key: Add the key for the form (number or English name).
- Status: Select the form status (Active/Inactive).
- Description: Add a description for the related form.
- Permissions
- Add Record: Select the person responsible for adding a new record from the form, whether an employee, functional department, job role, or specific branch.
- Update Record: Select the person responsible for editing records of added forms, whether an employee, functional department, job role, or specific branch.
- View Record: Select the person responsible for viewing records of added forms, whether an employee, functional department, job role, or specific branch.
- Delete Record: Select the person responsible for deleting records of added forms, whether an employee, functional department, job role, or specific branch.
- Custom Form Information
- Then click on “Save” button