Creating docsheet in erpnext

good morning…
i want create a new doc sheet in erpnext as per the attachment… please help me in creating…with the proper steps…

@Shilpa you have to create a new DocType.

Just checked that there is no manual page. @neilLasrado will push something by later today.

@Shilpa
Best to add new custom fields on Sales Order…
and create custom print format to print Sales Order Review Sheet.

You can make fields allowed on submit, so user can update allow on submit fields after submitting Sales Order.
You can also add this custom field on Delivery Note.

for customizing form please see this link
https://manual.erpnext.com/contents/customize-erpnext/customize-form
https://manual.erpnext.com/contents/customize-erpnext/custom-field

Thanks @kolate_sambhaji and @rmehta for the reply. I have created a new doctype for CRM with couple of fields. Now the problem is that I don’t see it in the CRM module. Any ideas what can I do to make it appear/available in CRM module. Thanks again.

Set permissions:

Here is doctype help: Not Found

Thanks for your reply…
what does “update field” and “update value” actually do? I’ve been unable to figure this out so far. Thanks!

Hello… One question regarding Accounts… We have shortcut keys in tally erp 9 but in erpnext can we have any shortcut keys so that we can work faster as tally in erpnext also…or else can we add shortcut keys in erpnext? please reply me soon…
thanQ…