19 Customise module numbering

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button.

N.B. Once the prefix of a module has been changed, records previously recognised with the old numbering cannot be updated with the replacement.

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A practical example of the usage of the record numbering is surely the management of the current year in progressive number of Quotes and/or Sales Order. The year must be insert in the field PREFIX. In this way, every new record will have the year in its numbering. After that you can choose to set the START SEQUENCE to 0. 

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Example of numbering with the current year in the Sales Order module

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Example of numbering with the current year in the Quotes module


Revision #2
Created 14 November 2022 11:10:17 by Admin
Updated 13 January 2023 14:19:19 by Thomas