Document System
We have devised the new categories and the document type that should be tagged in these categories. Please see the table below which guide you that which document type you should use and what could be the document name used for these document type.
For example, for customer with code “R1140599903”, following name format for document should be used.
|
Category |
Document Type |
Document Code |
Example |
|
Master Data |
Credit Application Form / Normal Customer Form |
Customer/Vendor -Form |
R1140599903-Form |
|
|
Commercial Registration |
Customer/Vendor -CR |
R1140599903-CR |
|
|
VAT Number (General Authority of Zakat & Tax) |
Customer/Vendor -VAT |
R1140599903 -VAT |
|
|
Commercial Activity License |
Customer/Vendor -CAL |
R1140599903-CAL |
|
|
National Address Registration |
Customer/Vendor -NA |
R1140599903-NA |
|
|
Owner's ID copy with Contact Detail |
Customer/Vendor -OWN |
R1140599903-OWN |
|
Transactional Data |
Promissory Note |
Customer/Vendor -PN-Amount |
R1140599903-PN-Amount |
|
|
Change Request (Limit Change/ Owner Change/ Customer Type Change etc) |
Customer/Vendor -RC-MMDDYYYY |
R1140599903-RC-12012024 |
|
|
Customer/Vendor Balance Confirmation |
Customer/Vendor - Salesman Name - MMDDYYYY |
R1140599903 - Kaleem Qadir - 12012024 |
|
|
Customer/Vendor / Bank Reconciliations |
Customer/Vendor-A/C#-MMDDYYYY |
R1140599903-A/C#-12012024 |
|
|
Branch Legal Documents |
Branch Name – Document Name |
Riyadh – Document Name |
|
|
Sales Invoices |
Sales Invoice Voucher Number |
|
|
|
Cash Receipt Voucher |
Cash Receipt Voucher Number |
|
|
|
Sales Return |
Sales Return Number |
|
|
|
Purchase Order |
Purchase Order |
|
|
|
Debit Note |
Debit Notre |
|
|
|
Credit Note |
Credit Note |
|
|
|
Bank Receipt Voucher |
Bank Receipt Voucher Number |
|
|
|
Bank Payment Voucher |
Bank Payment Voucher Number |
|
|
|
Stock Issue/Received |
Stock Issue/ Received Number |
|
|
|
Excess/Shortage in Stock |
Excess/ Shortage in Stock Number |
|
|
|
Purchase Voucher |
Purchase Voucher Number |
|
|
|
Purchase Return |
Purchase Return Number |
|
|
|
Bad Debts |
Customer/Vendor -BD- MMDDYYYY |
R1140599903-BD-12012024 |
|
|
Petty Cash |
Document Number |
|
|
|
Journal Voucher |
Customer/Vendor -JV |
R1140599903-JV |
|
Shipment Collection file |
|
File Number |
|
Document Uploading Procedure
Once the document is ready then the user needs to send an email to the relevant email address using his official email address. Below is an example of email addresses that we can use to upload documents related to the Riyadh Branch.
Riyadh Branch
Trading:
|
Categories |
Email Address |
|
Master Data |
masterriyadh@odoo.admashamran.com |
|
Transactional Data |
transriyadh@odoo.admashamran.com |
|
Shipment Collection file |
shipmentriyadh@odoo.admashamran.com |
Catering:
|
Categories |
Email Address |
|
Master Data |
mastercatriyadh@odoo.admashamran.com |
|
Translation Data |
transcatriyadh@odoo.admashamran.com |
|
Shipment Collection file |
shipmentcatriyadh@odoo.admashamran.com |
Dammam Branch
Trading:
|
Categories |
Email Address |
|
Master Data |
masterdammam@odoo.admashamran.com |
|
Transactional Data |
transdammam@odoo.admashamran.com |
|
Shipment Collection file |
shipmentdammam@odoo.admashamran.com |
Catering:
|
Categories |
Email Address |
|
Master Data |
mastercatdammam@odoo.admashamran.com |
|
Translation Data |
transcatdammam@odoo.admashamran.com |
|
Shipment Collection file |
shipmentcatdammam@odoo.admashamran.com |
Tabuk Branch
Trading:
|
Categories |
Email Address |
|
Master Data |
mastertabuk@odoo.admashamran.com |
|
Transactional Data |
transtabuk@odoo.admashamran.com |
|
Shipment Collection file |
shipmenttabuk@odoo.admashamran.com |
Catering:
|
Categories |
Email Address |
|
Master Data |
mastercattabuk@odoo.admashamran.com |
|
Translation Data |
transcattabuk@odoo.admashamran.com |
|
Shipment Collection file |
shipmentcattabuk@odoo.admashamran.com |
Qaseem Branch
Trading:
|
Categories |
Email Address |
|
Master Data |
masterqaseem@odoo.admashamran.com |
|
Transactional Data |
transqaseem@odoo.admashamran.com |
|
Shipment Collection file |
shipmentqaseem@odoo.admashamran.com |
Hail Branch
Trading:
|
Categories |
Email Address |
|
Master Data |
masterhail@odoo.admashamran.com |
|
Transactional Data |
transhail@odoo.admashamran.com |
|
Shipment Collection file |
shipmenthail@odoo.admashamran.com |
Makkah Branch
Catering:
|
Categories |
Email Address |
|
Master Data |
mastercatmakkah@odoo.admashamran.com |
|
Transactional Data |
transcatmakkah@odoo.admashamran.com |
|
Shipment Collection file |
shipmentcatmakkah@odoo.admashamran.com |
Madinah Branch
Catering:
|
Categories |
Email Address |
|
Master Data |
mastercatmadinah@odoo.admashamran.com |
|
Transactional Data |
transcatmadinah@odoo.admashamran.com |
|
Shipment Collection file |
shipmentcatmadinah@odoo.admashamran.com |
Abha Branch
Catering:
|
Categories |
Email Address |
|
Master Data |
mastercatabha@odoo.admashamran.com |
|
Transactional Data |
transcatabha@odoo.admashamran.com |
|
Shipment Collection file |
shipmentcatabha@odoo.admashamran.com |