Understanding Form builders

Customise sales quotation forms, PO, invoice, sales order, and challan using the Quotation Form Builder in AntMyERP. This user-friendly approach helps customers understand the parameters better and makes the process of creating a form more convenient for them. 

 

Form builders Settings Options

Navigate to The Left Menu > Purchase > Purchase Order 

Click on the Three dots on the top right corner.

Click on Purchase Settings.

Go to Purchase Preferences. 

Under Purchase preferences, Click on the PO Form builder. 

Under this, click on Sales PO, and from the Action button, select Default Setup.

 

Customise Purchase order Form

Navigate to the Left menu > Purchase > Purchase Order 

Click on the Plus button on the right corner of the page. 

From the drop menu, Select Purchase, A Purchase Order form will open.

For example, If you want to change the D and E options from the form, you can customise them through the settings options under Purchase preferences. 

If you want to change the Vendor to supplier, you can do this by

Navigate to The Left Menu > Purchase > Purchase Order 

Click on the Three dots on the top right corner.

Click on Purchase Settings.

Go to Purchase Preferences. 

Under Purchase preferences, Click on the PO Form builder. 

Under this, click on Sales PO and from the Action button, select User Defined setup.

Then go to Edit.

Here, you can customise the Branch name and address, Location, and everything else accordingly. 

After this, there are some parameters that can be removed from the form, display and print. 

Click on Save. 

Note: Once you refresh the form, all the changes made will be visible in the form. 

 

Customise Sales Quotation Forms

Navigate to the Left menu > Settings

From there, go to the third option on the left menu, which is Sales.

In the Sales menu, select Quotation Form Builder.

Here, you’ll see a listing of existing business form builders for quotations that have been added. If you want to create a new form, click the right side header button labelled Add Proposal.

A form builder interface will open for the selected type, for example, Sales Quotation.

Start by adding the fields you want to include in the quotation form. These fields will determine what information you can capture when creating a quotation.

In the Form, View, and Print columns, checkmark the fields you want to display at each stage. This customisation allows you to control the appearance of the form during creation, viewing, and printing.

Once you’ve selected the fields and made the desired changes, remember to save your modifications.

As you create, view, and print quotations, the fields you’ve added and customised in the form builder will be displayed according to your changes.