Edition of documents' definition

Modus allows you for creation of new types of sales and purchase documents, as well as edition of individual types of documents' definition. Edition of a definition allows you for making changes in the range of:

  • type of a numeration of documents (annual, monthly, daily)
  • option of numbering documents (e.g. different for each warehouse, different for each batch)
  • formatting of documents' numeration,
Before making changes carefully read the following instruction. Changes of advanced options related to sales prices, reservations, registry of payments are done on one's own responsibility and should be done with discretion

Edition of documents' definition

In order to make edition of definition of documents:

  1. From the top menu choose Index cards - CONFIGURATION - Documents.
  2. Choose a type of document, whose definition has to be edited.
  3. Click on Edit
  4. Make changes in the window Edition of documents' definition

++++ Screen: Edition of documents' definition| Ekran: Edycja definicji dokumentów ++++

New type of a document

In order to define a new type of document:

  1. From the top menu choose Index cards - CONFIGURATION - Documents.
  2. Choose a type of document, of the same type as you want to create.
  3. Click on Clone
  4. Enter proper settings in the window Edition of documents' definition

++++ Screen: New type of a document| Ekran: Nowy typ dokumentu ++++

The function Clone is available for the following system documents: Invoice, Export Invoice, Intra-community delivery of goods, Advance invoice and Corrective invoice (these are default signatures).

Additionally, for documents of Invoice, Export Invoice and Intra-community delivery of goods documents and their clones in the edition window, in the tab Options, you can select a document of correction.

A list of documents available in the system you can find here.

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