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Form Types

Adding forms for the different document types matching the active modules, allows you to personalize fields and settings, replicating your business model. The following types of forms can be created:

For user convenience, Composity created default forms for each module. Those forms can be very helpful - not only they have essential settings already defined, but they could also be easily edited. Users can add and deleted forms, too.

To customize the forms in the system, go to Settings/General and click on the green button "Open" in the "Forms" section. You will be redirected to a grid, containing all available forms. To create a new form, click on the "New" button and select the form type from the drop-down.

For all forms there are options to add the form name, choose default stage (if available for the module) and select fields to activate.

Sales

One or more business sales models can be determined by creating sales forms - for example direct sales, services, online sales, sales with freight forwarding and so on. A Reversal form can be created separately.

Enter a name for the form - this is the name users will see when creating a new entry in Sales module, and should represent the type of sales. The filed Defalut Stage is not required - if left blank, the system default stage for Sales module will be used. Next add the stages, available for the sales process.

Depending on the business needs, the form fields can be activated/deactivated. There can be different fields activated depending on the user device - mobile or not.

Form field options for sales form type:

Field Description
Document External # For additional numbering - to determine the sequence format and from which number to start counting.
Location The location can be a company branch or a warehouse. It is important to enter the correct location, because the system will process the item quantities from the specified location.
Address Select from the addresses added to the CRM account for the selected customer.
Account Activates a field to choose an account - an employee, a third party to the sales, or other. This field type allows the sales order to be tied to a customer - Account and to different Company details for invoicing. If this option is used, all sales documents will be visible in the account profiles.
Reversal In the field select a sales document to be reversed in the current form.
Due date Manually enter the date agreed transaction date.
Payment method Select one of the payment methods that were already entered in Administration/Payment methods.
Comment Free text entry can be added to the sales document.
Project In this field a project can be selected, from the records in module Projects and Tasks. The sales order will be associated with that project.
Employee The drop-down list contains entries from module Personnel.
Total Discount Selecting this option will add a field in the section for Subtotal and Total Amount. This option allows a percentage discount to be entered for the entire sale.
Total tax In this field you can select a tax from all entries in Administration/Taxes. Another field is also available, where the tax rate can be edited or entered manually.
Auto payment A checkbox will appear in the form - when active, a payment is created, depending on the sale stage.
Item In the column "Item" you can enter item code or item name. The item must be active, in order to be available in the drop-down menu.
Batch Enabling this option can track the stock availability by batch number. Once activated, a Batch column will appear in the item entry line.
Batch availability The current batch availability for the item is displayed in this field. The field is only visible if "Batch" is active.
Measure Select a measure from the ones previously entered in Administration/Measures.
Quantity In this column is entered the "Quantity" of the transaction.
Stock Availability Activating this option will add a column showing the current stock availability at the selected warehouse / branch. This field is not editable and displays the availability at the time of entry.
Pack In this field select the type of pack. Packs are entered in Administration/Measures.
Pack availability The current pack availability for the item is displayed in this field. The field is only visible if "Pack" is active
Price The price is per unit of the entered item. The system automatically takes the price that was entered when creating the item, but it can always be changed manually in the form. If employees should not have access to change prices, this field is deactivated.
Multi Currency Activating this option will add two new columns: Currency and Rate. Multi Currency provides the opportunity to sell items in different currencies. Important: The system always recalculates the value of sales in the currency set as the primary (default).
Line Discount Allows a percentage discount to be entered on each line.
Line Tax Tax amount on every line. Corresponds to the tax entered in the tax amount field in the form (below the item rows section).
Line total This amount is automatically generated by the system by multiplying Quantity by Price on each line.
Line comment Type a comment on each line.
Line project Select a different project on each line. The list contains projects from the records in module Projects and Tasks.


Expenses

To create a new form for the module Expenses enter the name and activate the required fields. The available fields are:

Field Description
Item In this field you can select from the items in the system, entered in Administration/Items.
Description The description can be added manually. If an item is selected, the description is auto-populated from the item description.
Measure Select a measure from the ones previously entered in Administration/Measures.
Location The location can be a company branch or a warehouse. It is important to enter the correct location, because the system will process the item quantities from the specified location.
Account Add a CRM account profile from the ones added in module Accounts.
Department Department of your company - in the field are listed entries from module Personnel.
Project In this field a project can be selected, from the records in module Projects and Tasks.
Employee The drop-down list contains entries from module Personnel.
Billable Allows the expenses to be billed.


Inventory receipts

Inventory receipts can be external or internal for the company. Main activities normally include using inventory receipts to release items from the warehouse or when purchasing items. Internal processes include transfer of items between different locations of the company, and revisions.

New release/purchase receipt

Forms in the inventory have a required field to determine whether they represent release or purchasing of items. Default stage can also be selected.

To customize the inventory forms to match your business needs, the following fields can be activated/deactivated:

Field Description
Address Select from the addresses added to the CRM account for the selected customer.
Comment Free text entry can be added to the document.
Document Reference No and Date Enter information in these fields to link a document to the inventory receipt.
Reversal In the field select a sales document to be reversed in the current form.
Total Discount Selecting this option will add a field in the section for Subtotal and Total Amount. This option allows a percentage discount to be entered for the entire receipt amount.
Total tax In this field you can select a tax from all entries in Administration/Taxes. Another field is also available, where the tax rate can be edited or entered manually.
Batch Enabling this option can track the stock availability by batch number. Once activated, a Batch column will appear in the item entry line.
Batch availability The current batch availability for the item is displayed in this field. The field is only visible if "Batch" is active.
Measure Select a measure from the ones previously entered in Administration/Measures.
Stock Availability Activating this option will add a column showing the current stock availability at the selected warehouse / branch. This field is not editable and displays the availability at the time of entry.
Pack In this field select the type of pack. Packs are entered in Administration/Measures.
Pack availability The current pack availability for the item is displayed in this field. The field is only visible if "Pack" is active
Price The price is per unit of the entered item. The system automatically takes the price that was entered when creating the item, but it can always be changed manually in the form. If employees should not have access to change prices, this field is deactivated.
Multi Currency Activating this option will add two new columns: Currency and Rate. Multi Currency provides the opportunity to sell items in different currencies. Important: The system always recalculates the value of sales in the currency set as the primary (default).
Amount Total amount of the receipt.
Line Discount Allows a percentage discount to be entered on each line.
Line total This amount is automatically generated by the system by multiplying Quantity by Price on each line.

Internal Inventory Receipts

Required for the internal receipts is the type selection. Choose between: Transfer, Partial Revision, Full Revision.

Fill in the form name, and if necessary - Defalut stage.

The fields that can be selected have the same functionality as those for the external receipts. Choose which ones to activate between:

  • Batch
  • Batch availability
  • Measure
  • Stock availability
  • Pack
  • Pack availability


Payments

There are 3 forms created by Composity for user convenience - Payment Form (for incoming payments), transfer payments (between 2 company payment methods) and Revision form (for payment method revisions). Enter form name and, if needed, select also the Defalut stage. The following fields can be activated:

Field Description
Account Add a CRM account from the Individual accounts added in module Accounts.
Profile Adds a section with company details and choose between the company profiles added in module Accounts.
Description The description can be added manually in the payment line.
Documents A field is added to select a document, associated with the selected company profile. The documents can be: sales orders, invoices, inventory receipts.
Employee The drop-down list contains entries from module Personnel.
Comment Free text entry can be added to the payment document.
Note: If both options are activated - Company profile and Account, you can enter a company and an associated contact for that company.


Tasks

The options when creating a new Task form, allow you to select which fields are available when creating a new task and which are displayed when the task is reviewed in the Calendar. Enter the form name and, if needed, select Defalut stage.

The list of fields, available for the form are:

Field Description
Completion In the field you can enter the percentage of completion of the task.
Account Add a CRM account profile from the ones added in module Accounts.
Employee Select an employee who is assigned the task. The drop-down list contains entries from module Personnel.
Project In this field a project can be selected, from the records in module Projects and Tasks. The task will be associated with that project.
Start and End Date Two fields are displayed, where you can enter the date and time of starting and finishing the task.
Description The description can be added manually in a text field.
Sale The task can be linked to a sales order from module Sales.
Address Select one of the addresses previously entered for the account.


Items

Add a name to the form and activate the fields, required for your business needs. Select from the following fields:

Field Description
Currency The currency is used when creating a new sales order, an invoice or inventory receipt.
Measure Select a measure from the ones previously entered in Administration/Measures.
Barcode The barcode can be entered in this field and then printed and used.
Location The location can be a company branch or a warehouse, entered in Administration/Locations - if an entry is selected, the item will be available only in that location.
Weight A field to enter the item weight.
Supplier The fields for supplier that are displayed in the form include: Supplier name, Supplier item code and Supplier barcode.
Main Item A check indication is added to the form to show whether this item is a main item or not. Also a drop-down selection is added if you need to choose a main item for the one currently entered.
Minimal Quantity in Stock In this field a minimum quantity of the item in stock is entered. If the amount in the warehouse is less than the amount in this field, the item will be displayed in the report on the dashboard.
Long Description A text area for a broader description of the item.
Item Images An option to upload image of the item.
Item Attributes Attributes can be set to an item or to a pack. They are created in Settings/Items.

Deliveries

The delivery form is used by companies that make the delivery of goods as part of the sales process. The fillable form is available in the sales order profile.

To create a new delivery form, enter the name and select fields from the below options:

Field Description
Location The location can be a company branch or a warehouse. It is important to enter the correct location, because the system will process the item quantities from the specified location.
Address The deliveries require customer address to be added.
Employee The drop-down list contains entries from module Personnel.
Comment Free text entry can be added to the delivery document.
Total Discount Selecting this option will add a field in the section for Subtotal and Total Amount. This option allows a percentage discount to be entered for the entire sale.
Total tax In this field you can select a tax from all entries in Administration/Taxes. Another field is also available, where the tax rate can be edited or entered manually.
Batch Enabling this option can track the stock availability by batch number. Once activated, a Batch column will appear in the item entry line.
Batch availability The current batch availability for the item is displayed in this field. The field is only visible if "Batch" is active.
Measure Select a measure from the ones previously entered in Administration/Measures.
Quantity Enter the quantity of the delivery in this field.
Stock Availability Activating this option will add a column showing the current stock availability at the selected warehouse / branch. This field is visible only if "Quantity" is activated.
Pack In this field select the type of pack. Packs are entered in Administration/Measures.
Pack availability The current pack availability for the item is displayed in this field. The field is only visible if "Pack" is active
Line Discount Allows a percentage discount to be entered on each line.
Line comment Type a comment on each line.

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