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Assign Custom Form to Customer
Assign Custom Form to Customer
Aeros ERP has functions to create and customize forms for printing such as the Shipping Document, Order Confirmation, Invoice, and others. Once designed, they can also be assigned to print for a specific Customer or Customer Location.
Pre-Requisites
Custom Forms
Step-by-Step Guide
Access the Master module.
Click Sales.
Click Customer.
Locate the Customer you wish to assign a Custom Form to and click OK.
Click Profile.
Click Custom Design.
Under the Report Type listing on the left, select the desired form. For example: Shipping Order
Under the Assignment tab, select the first blank row.
Select a Company / Division option.
Select a Design option.
Click Save.
, multiple selections available,
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