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Output, Emails, and Designers
Output (e.g. invoices), emails, and customising forms.
Email List View
Explains the interface that lists all the emails that have been created.
Email Edit View
Explains the interface from which emails can be created.
Output Button
Explains the Output button that is available on most views.
BOS Document Designer Interface
Explains the interface from which custom documents (e.g. quotations and invoices) can be designed.
BOS Document Designer Tutorials
Tutorials explaining how to create an output document (e.g. quotations and invoices).
Output Templates Module
Explains the Output Templates interface.
Output Template Tutorials
These tutorials explain how to add templates to transaction types and other modules.
Email Templates
Explains the interface from which email templates can be created. Lists all the available data fields.
Form Designer Interface
Explains the commonly used features for the Form Designer.
Form Designer – Reportbuilder Tutorials
These tutorials explain how to create or edit a template (form).
Knowledge Base Categories
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- Output, Emails, and Designers
- Production Planning
- Service Manager
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- Transaction Examples
- Transaction Type Examples – Customers
- Transaction Type Examples – Inventory
- Transaction Type Examples – Ledger
- Transaction Type Examples – Production
- Transaction Type Examples – Suppliers
- Transaction Types
- Transactions
- User Access
- VAT
- What's New
