FAQ on Form Builder

 

How do I customize sales quotation forms using the Quotation Form Builder in AntMyERP?

 

To customize sales quotation forms using the Quotation Form Builder in AntMyERP, follow these steps:

Log in to AntMyERP and access the left menu.

Navigate to “Settings,” and 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 labeled “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 customization 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 customized in the form builder will be displayed according to your changes.

 

Configuring Form Builder for Sales Invoices in AntMyERP.

 

Q: How do I set up the Form Builder for Sales Invoices in AntMyERP?

A: The Form Builder in AntMyERP allows you to customize the appearance and layout of your Sales Invoices. To configure it, follow these steps:

Access Form Builder: Log in to AntMyERP using your credentials. Navigate to the left menu and click on “Settings.” From the left menu, select the third option, which is “Finance.” Under the “Finance” section, choose “Invoice Form Builder.”

View Existing Forms: In the “Invoice Form Builder” section, you will see a listing of existing business form builders for invoices that have been added. If you want to create a new form, click the right side header button that says “Add New” or similar.

Create a New Form: When you open the Form Builder for Sales Invoice, you’ll have the opportunity to add various fields to the form.

Field Configuration: Add Fields Name: Add the fields you want to include in the Sales Invoice form, such as Form, View, and Print. For each field, you can specify whether you want it to be displayed in the Form, View, and/or Print modes of the Sales Invoice. To enable a field in a specific mode, checkmark the corresponding box.

Save Changes: After configuring the fields according to your preferences, ensure you save your changes. Look for a “Save” or “Update” button and click on it.

Apply the Changes: With the Form Builder configurations saved, create a new Sales Invoice. When viewing, printing, or interacting with the invoice, the fields you specified in the Form Builder will display as per your settings.