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The New Doc. Item allows the user to make a new document.

 

The following images show step by step how to create an invoice in this feature.

The first window allows you to choose, among others, the type of document and the payment terms.

 

The next step allows the user to choose the desired client, if it already exists in the database, automatically fills the data with the stored information. Otherwise, it will save the new client in the database.

If the option to VAT to auto-complete fields is selected in the system parameters, and the entered VAT belongs to a company based in Europe, the remaining data will be automatically populated.

 

The next step allows the user to select the articles to include in the document. The search is done by list, or directly by name or code.

 

 

After choosing articles you will be able to complete the document creation with a preview of the values ​​of the selected articles.

 

There are further steps if other types of documents are chosen. For example, in the following image you can choose delivery and shipping dates for a bill of lading.