Forms in Composity

Forms in Composity are essential for managing various documents and activities across different modules. They are customizable, allowing you to adapt them to their specific needs. Forms can be accessed and modified through Settings ➨ General or the respective module's grid settings.

Default Forms

Each module includes default forms created for user convenience. These forms contain predefined settings and can be edited, deleted, or used as templates for creating new forms. Default forms help users quickly start managing documents without additional setup.

Creating or Editing Forms

To create or edit a form:

1. Navigate to Settings ‣ General and click Open in the "Forms" section.
2. Alternatively, access the grid settings in the respective module.
3. Click New to create a form or select an existing one to edit.
4. Customize the form by adding a name, default stage (if applicable), and activating the desired fields.

Types of Forms

Forms can be created for the following modules:

Sales

• Define various sales models (e.g., direct sales, online sales, sales with freight forwarding).
• Key fields include:
  • Document External #: For additional numbering.
  • Location: Specifies the branch or warehouse.
  • Account: Links the sale to a customer.
  • Payment Method: Selects predefined payment methods.
  • Total Discount: Allows percentage discounts.
  • Multi-Currency: Enables transactions in different currencies.

Expenses

• Manage expense entries with fields like:
  • Item: Selects predefined items.
  • Location: Specifies the branch or warehouse.
  • Project: Links expenses to a project.
  • Billable: Marks expenses for billing.

Inventory Receipts

• Track external and internal inventory movements.
• Fields include:
  • Document Reference No: Links receipts to specific documents.
  • Batch Availability: Displays item stock by batch.
  • Total Tax: Adds tax fields to receipts.

Payments

• Forms include Payment, Transfer Payment, and Revision forms.
• Key fields:
  • Account: Links payments to customer accounts.
  • Profile: Adds company details.
  • Documents: Associates payments with sales orders, invoices, etc.

Tasks

• Customize task management with fields such as:
  • Completion: Tracks task progress.
  • Start and End Date: Defines task duration.
  • Project: Associates tasks with projects.

Items

• Manage product data with fields like:
  • Currency: Defines currency for transactions.
  • Minimal Quantity in Stock: Alerts on low stock.
  • Item Attributes: Adds custom attributes.

Deliveries

• Facilitate delivery processes with fields including:
  • Address: Specifies customer address.
  • Batch Availability: Tracks item stock by batch.
  • Line Discount: Allows line-specific discounts.

Customization Options

For all forms, you can:

• Add a unique name for easy identification.
• Select and activate fields relevant to your business.
• Specify a default stage if the module supports it.