The [[wiki.openpro.com/doku.php?id=products:distribution:order-entry:so-app-guide|Standard Documents]] screen allows you to define different documents that are used within the sales process. With this screen you can add a new document type, edit or delete standard sales documents with details such as Document code and Description. {{:programs:so_crm-documentcodes01.png?nolink|}} {{:programs:so_crm-documentcodes02.png?nolink|}} Document Type Code: This is a unique code identifier for sales documents Type Description: Describes the type of document Use on Leads: Check to confirm the document can be used on sales leads Use on Sales Orders: Check to confirm the document can be used on sales leads