Form Wizard

With Intuitive Form Wizard, you have the flexibility and freedom to make ongoing changes to your forms. You can edit the appearance of standard Intuitive forms to create required fields, such as descriptions, quantities, currency, dropdown lists, dates and memos. You can also label fields to match your company’s terminology and change the sequence of fields on a form to sync with your business processes, improving your speed and accuracy.

Using the wide range of tailoring capabilities available within Intuitive Form Wizard, you can add and position tabs to an Intuitive form and insert fields to the powerful grid capability. You can also designate business users with configuration rights.

And because all changes are stored as data, any upgrades to your Intuitive system will have little to no effect on any form modifications.

Sales:

• Keep track of notes for each customer.
• Flag key customers.
• Add fields to track additional customer region information.
• View additional customer information while entering sales orders.

Purchasing:

• Add a dropdown list to the Vendor Card to capture Vendor Types.
• Add a dropdown box on the Purchase Order to choose from a list of special instructions.
• Add codes to Purchase Order lines for Customs information.
• Capture and track metrics related to Purchase Inspect information.

Manufacturing:

• Track additional information related to Work Orders.
• Capture and track quality metrics related to WIP Inspect information.

Finance:

• Add additional fields for further sub-categorizing your chart of accounts, using this information for custom financial reporting.
• Track additional information related to A/P Invoices. Additionally, Intuitive Form Wizard enables you to simplify forms, providing an easy way for management to quickly and easily check customer, sales order, financial, purchasing and manufacturing information.

While Intuitive Form Wizard is designed to easily allow you to make quick changes to your forms, you may have more advanced requirements. To assist you in leveraging the full power of Intuitive Form Wizard, our consultants can assist your efforts by helping you review business processes, identify Intuitive Form Wizard changes and document the results.

• Extend form capabilities
• Tailor forms to your unique and changing business requirements
• Enhance data entry process with ability to specify tab stops
• Significantly reduce the costs and time commonly associated with form modifications and business process improvements
• Simplify new version upgrades