Document Type view allows user to define types of transaction documents and assign different document numbering schemes for each type, that will be used in the application. For purpose of Audit the running number can be retrieved easily for the different types of transaction documents.

For example:

  1. Outright Sales Order
  2. Consignment Sales Order
  3. Employees Sales Order
  4. Online Sales Order, e.t.c.

Below actions are available under “Document Type”:

Samooha icon2  Create, modify, search and delete


Field Name
Mandatory Information
Document Type # Code number of document type


Document Type Name Name of document type


Document Name Which transaction document the type for


Document Sequence Which document sequence to use


Report Title Title of the report


Source Document Type Which source document type to inherit the type from

YES for some Document Names (i.e. Sales Invoice, Credit Note, Transfer Receipt)

Description Description


Create Document Type:

1. Click on “Create New” tab at the bottom of the screen


2. Fill up the information at bottom half of screen.

Select a “Document Sequence” to be assign to the “Document Type“. User will need to create “Document Sequence” first using “Organization (Master) – Document Sequence

For certain “Document Name“, user will need to select the “Source Document Type“. For example, “Document Name“: Sales Invoice, Credit Note, and Transfer Receipt

3. Click on “Save” to save the document type

Modify Document Type:

1. Select the document type to modify in the document types list on top half of screen

2. Update the information required

3. Click on “Save” button to save the changes.

Delete Document Type:

1. Select the document type to delete from the document types list on top half of screen

2. Click on “Delete” button at the bottom of screen

3. Click on “Yes” button on the pop-up window to confirm record deletion