Create document types

1. As a user with extended rights, go to the customer area > Order management > Settings > Manage voucher types. You will see all currently available voucher types.
2. Click on the "New" button in the menu.
3. You will now be taken to the voucher type editor. Fill in all fields as required and save the type.

The fields have the following meanings:

• Name: The name of the document type: this is multilingual and is displayed in the document itself, among other things. Example: "Cancellation invoice"
• Voucher number prefix: Here you can enter a prefix that is always placed in front of the voucher number: Example: "2020-"
• Minimum length voucher counter: Each published voucher is given a unique voucher number. Here you can define the minimum number of digits this number should have. The number is preceded by the corresponding 0s.
• last used counter reading: The current voucher number that was last used is recorded here. As a rule, no changes should be necessary here.
• Display clerk: You can define a clerk for each voucher. By ticking the box, the clerk is displayed both in the PDF and in the voucher view.
• Show prices: Specify whether prices should be displayed in the voucher. This is unusual for delivery notes, for example.
• Address line: Here you can specify the address to be displayed as the sender in the address window. This field is empty by default and the information is taken from the system settings.
• Show signature field: Here you can specify whether there should be a field for a signature in the receipt, e.g. for a workshop order.
• Text for signature field: If the signature field is to be displayed, you can specify an additional text to be displayed here.
• Display contact telephone in address line: This is used to display the telephone number of the contact in the address window. This is often necessary, for example, for forwarding deliveries and therefore for the delivery note.
• Swap the position of the billing and delivery address: This means that the delivery address (if available) is output in the address window instead of the billing address. Useful for delivery notes.
• Avoid stock selection: you can create a stock movement with a document. Depending on the process, this is not desired for certain document types. You can use this option to display a warning if a warehouse is stored after all.
• Warnings for missing warehouse: Depending on the workflow, you may want a warehouse movement to be generated automatically for the goods issue with a certain document - e.g. the delivery note. If the warehouse is not specified, you can display a warning here.
• Display warehouse item: When picking your orders, it is particularly helpful for larger warehouses if the clerk knows where the item can be found. With this option, the warehouse position of the item is also displayed on the receipt.
• Activate open item tracking: TYRIOS order allows you to track open items automatically. This option activates this function, which is useful for invoices and credit notes, for example, but not for quotations or delivery notes.
• Due in days: If you want TYRIOS to manage open items, TYRIOS can automatically enter the payment due date in the document. The date is calculated automatically. On this basis, an individually automated dunning procedure is then also possible at a later date.
• Output due date in voucher: Here you can specify whether the due date should only be used internally or whether it should be displayed visibly in the voucher - including in the PDF.
• Activate automatic dunning: Defines whether a dunning process should take place for this voucher type. Please note that the dunning procedure itself must be implemented individually.
• generate revenue: Indicates that this voucher reflects an increase in revenue. E.g. for invoices
• reduces revenue: indicates that this document reduces revenue, e.g. for credit notes or cancellation invoices
• indicates goods issue to customer: Indicates that items are going to the customer (e.g. for delivery notes)
• indicates goods receipt to customer: Indicates that items are coming back from the customer (e.g. for cancellation invoices)
• negative goods movement: indicates that the goods movement is in the opposite direction
• Standard warehouse: automatically selects the corresponding warehouse if stored.