Adding a Related Form for the Supplier

What are Related Forms

Through this screen, Enerpize allows you to add a complete form containing additional data specific to the supplier. You can add this form to the supplier in various scenarios in the program. Additionally, you can add a custom design to the added form and print it for each client individually.

Steps to Add a Related Form to a Supplier

1. Click on ‘Purchases‘ from the main menu.
2. Click on ‘Supplier Settings.’
3. Click on the ‘Related forms‘ tab.
4. Click on ‘New Custom Form.’
5. The screen displays the following template information:
6. 1. Custom Form Information
      • Name: Assign a name to the related form.
      • Key: Add the key for the form (number or English name).
      • Status: Select the form status (Active/Inactive).
      • Description: Add a description for the related form.
   2. Permissions
      • Add Record: Select the person responsible for adding a new record from the form, whether an employee, functional department, job role, or specific branch.
      • Update Record: Select the person responsible for editing records of added forms, whether an employee, functional department, job role, or specific branch.
      • View Record: Select the person responsible for viewing records of added forms, whether an employee, functional department, job role, or specific branch.
      • Delete Record: Select the person responsible for deleting records of added forms, whether an employee, functional department, job role, or specific branch.
7. Then click on “Save” button