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

1. Custom Forms

Step-by-Step Guide

1. Access the Master module.
   
   
   

2. Click Sales.
   
   
   

3. Click Customer.
   
   
   

4. Locate the Customer you wish to assign a Custom Form to and click OK.
   
   
   

5. Click Profile.
   
   
   

6. Click Custom Design.
   
   
   

7. Under the Report Type listing on the left, select the desired form. For example: Shipping Order
   
   
   

8. Under the Assignment tab,  select the first blank row.
   
   
   

9. Select a Company / Division option.
   
   
   

10. Select a Design option.
    
    
    

11. Click Save.