Forms Designer is a tool that will assist you in changing Customer or Supplier documents. You need to ensure you customise the correct documents.

Form File Names

• CSDOC – Customer and Supplier documents
• CSMTH – Customer Statement and Supplier Remittance
• ISTRF – Store Transfer Document
• BOMSLIP – Manufacturing pick list

PPPXYZ.ENG represents the file name layout.

• PPP can be PDF or nothing
• X is the paper type: C – Continuous for dot-matrix printers or S – Single plain paper
• Y is the paper style: P – Plain, R – Preprinted and H – Header preprinted. This doesn't apply to transfer documents
  • Plain is for A4 single sheet paper, with boxes, lines and all headings
  • Preprinted means there are preprinted boxes and lines on the paper
  • Header preprinted means the paper has lines, boxes and the company information preprinted

• Z is an optional identifier you can use to indicate separate layout for tax exclusive and inclusive documents
  • Sage will use the same layout for inclusive and exclusive documents if the character isn't used
• ENG: Stands for language or country

Example: CSDOCCP.ENG

Form Description: Customer and Supplier document (CSDOC) printed on Continuous (C), Plain (P)

Example: CSDOCPDFCP.ENG

Form Description: Customer and Supplier document (CSDOC), PDF for emailed forms, Continuous (C), Plain (P)

Opening a Form

Ensure you're working on the Server if you're working in a multi – user environment.

1. Open Sage 50cloud Pastel and select Utilities.
2. Click Forms Designer and then Open.
3. Select if you want to create a new form or change an existing form.
   
4. Search for the document name you want to customise.

Inserting a database field

1. Select the database field from the left hand side and drag in onto the form.

Inserting a text field

1. Select Insert on top of the page.
2. Select Text then drag a box where you want to place it, it will show as Labelxx.
3. Select Properties at the bottom right hand corner, click by Label xx and insert your text.
   TIP: If the Properties screen isn't showing, right click the text and click Properties.

Adding a Logo

NOTE: The picture format must be bitmap or jpeg.

1. Select Insert then Picture.
2. Using the cross-hairs, draw a block where you want to insert your logo.
3. Browse for the image (Must be jpeg or bit map).
4. To change the image, right click the logo box and select Properties.
5. The properties window will appear at the bottom right hand side of the screen.
6. Select the 3 dots then browse to the new image.
7. Select File then Save As.
8. Ensure that you save the form inside the company folder.
9. Give the file a name.
   • .enz must be the extension for all customised forms

If you're emailing out your documents, you need to include PDF in the file name.

Example: csdocpdfsp.enz.

This means you'll have 2 forms saved in your company csdocsp.enz and csdocpdfsp.enz.

Additional Information

• Text fields display in black and you add them manually to add additional information
• Database Fields display in blue and pull the relevant information from Sage 50cloud Pastel

Supporting documents

You can save documents to apply to only Customers or Suppliers.

You'll still open the CSDOC or CSMTH to customise the form. When you save the form, you can break it down to apply to specific document types.

Example: Open csdocsp.eng and save as cquotsp.enz.