A DocType is the core building block of any application.

It outlines the Model and View of your data, detailing the fields stored for your data and their interactions. It includes information on how your data is named. Forms such as Sales Order, Sales Invoices, and Work Order are integrated as DocTypes in the backend.

DocType enables you to incorporate custom forms into BizCentric according to your needs.

To create a new DocType, go to:

> Setup > Customize > Doctype > New

1. How to create a New DocType:

1. Name: Enter the name of the new DocType.
2. Module: Enter which module would you like the new DocType to be added to.
3. Save.

1.1. Additional Details

1. FieldsYou have the flexibility to add as many fields as needed. Customize the Label, Field Type, Mandatory Fields, and other associated Options here. Learn more about field types here.
2. NamingIn this section, you can specify whether each form within this DocType should be automatically named. You can select from various patterns for naming forms, such as using a field within the DocType, a Naming Series, a Prompt, a defined Naming Series, or a Format-based Name. Additionally, you can add a Description and choose the Name Case (Title Case or UPPER CASE) for convenience.
3. Form SettingsConfigure additional settings for the Form, including Image Fields, Attachments, Timeline, etc. To know more about Form, visit Customize Form.
4. View SettingsDefine the View settings for the DocType, such as Search Fields, Default Sort Field, Default Sort Order, etc.
5. Permission RulesDefine the Permission Rules for the DocType here, specifying which users can use or modify this DocType. Learn more about Users and Permissions here.
6. Web ViewChoose whether to enable a Web View of this DocType. Enabling a Web View allows website users to access the Forms associated with this DocType. Feel free to learn more about Website Users.

1.2. More Properties

1. Is Submittable: You can specify whether this DocType can only be ‘Saved’ or also ‘Submitted’ by checking or unchecking this box.
2. Is Child Table: Determine whether the new DocType should function as a Child Table within another DocType. Refer to Child Table for more details.
3. Is Single: If enabled, this DocType will become a single form, like Sales Order, which users cannot reproduce. For instance, Selling Settings in Sales Module is a Single DocType.
4. Is Tree: Some DocTypes in BizCentric are structured as Trees, consisting of Parent DocTypes and Children DocTypes. For example, the Company DocType is structured as a Tree, with Parent Companies and Child Companies (subsidiaries). If you want your DocTypes to have a similar structure, enable this option.
5. Quick Entry: Specify if Quick Entry should be allowed for this DocType. This allows users to enter only essential details and save the DocType quickly. For example, enable Quick Entry in Journal Entry.
6. Track Changes: Choose this option to maintain a log of changes made to each Form. Refer to Document Versioning for more details.
7. Track Seen: Choose this option to keep track of all users who have viewed this Form.
8. Track Views: Select this option to log each time a user views this Form.
9. Custom: This field is automatically checked when adding a Custom DocType. Similarly, if customizing an existing DocType in the system, this field is unchecked by default.This field will be checked by default when adding Custom Doctype. Similarly, if you are customizing a DocType which already exists in the system, this field by default would be unchecked.