Assigning Forms to Documents

Use the Assign Form to Document screen to select the type of form on which you want a system document, such as an invoice, to print.

Installers define these forms when they install the system. The system administrator can edit forms assigned to documents, as necessary.

To assign a form to a document:

From the System > System Files > Printer Setup menu, select Assign Form to Document to display the Assign Form to Document screen.

In the Document column, the system displays the documents your company prints. The Form column shows the forms assigned to those documents.

In the Form column, position the cursor next to the document for which to change forms and enter the new form.
Press Esc to save changes.

The following table lists system documents and the form we recommend using for each:

Document	Form
Bid Packing Slip Physical Card Purchase Order Physical Card Sales Order Sales Slip Work Order	PLAIN
Invoice	INVOICE
Label	LABELS
Payable Check	PAYABLE.CHECK
Manifest Pick Ticket Purchase Receive Purchase Receiver Transfer Order	MULTI-PURPOSE
Statement	STATEMENT