Procedure to edit DocType:

Deployment of ERPNext for a small service company


Procedure to edit DocType:

  1. Go to the Customisation module.
  2. Click on DocType.
  3. CLick on any DocType according to the need.
  4. Edit it.

For write default value for any field: By clicking on right side triangle shape icon. image

Edited the default text box: image

Click on right side triangle shape icon on top right. file:///home/dell/Pictures/country.pngimage

  1. Click on Save.

Edited DocType for TCC Project

Customer DocType:
- Made mandatory Email and Contact number fields.
- Changed type column of particular Email row from Read only to Data.
- Changed type column of particular Mobile No. row from Read only to Data.
- Added GSTIN field (Label: GSTIN,Type: data, Name: gstin, Checked the mandatory option)

Quotation DocType:
- Added Tax ID and GSTIN fields.

Address Doctype:
- Made default [Country: India , State: Punjab ]