Documents

• Overview
• Update existing document
• Create new document
• Delete document
• Manage create and duplicate functionalities

Overview

The documents page lists all ERP sections, currently used in the ERP. Users cannot add any new document entries or export a generated excel file. 

Users with proper permissions can edit existing documents, but adding new documents is not available.

Update existing document

This action requires the "update documents" permission. 

On the edit page, document's name and description can be edited, while the table name is not.

Users can add new and remove existing document types and edit the document type's description and numbering format, which defines the document number format (eg. SE-%5N-%YYYY -> SE-00001-2024 ).

Users an also add, edit or remove status categories and define category's default name, background color and font style.

Create new document

To add a new document into the ERP, contact your ERP's administrator.

Delete document

This action requires the "delete document" permission.

To delete a document, select it with the checkbox. Once the "trash" icon appears, click it and confirm the deletion. Tee document will then be deleted.

Be careful, while deleting documents, as currently, adding documents is not supported for users.

Manage create and duplicate functionalities

This action requires the "update documents" permission. 

On the document's page, it is possible to define "rules", that determine what values are written into what fields. (eg. a date field is, by default, set to today's date on the 'create' form).

 

Create

Defined in the "Create rules" field.

• Here, you can define what values fields are given, when the "create" form is loaded
• eg. the date fields (date_vat, date_paid...) can be set to have the default value of "new_date" when the form loads.

At current, the rules need to be defined in the JSON format: { "field_name": "field_value" }.

 

Update

Defined in the "Duplicate rules" field.

• The duplicate rules are used, when duplicating a row (eg. products, serials...).
• These rules define which values are copied from the "original" into the "duplicate" form.

At current, the rules need to be defined in the JSON format: { "fields": [ {"field_name": "field_value"},...  ]}