<< Click to Display Table of Contents >> Navigation:  System Configuration > System > Auto Numbering

Click: Tools > Customise > System > Auto Numbering

 

Auto numbering configuration allows you to change how EQ produces all the reference numbers that are used internally and on the printed documents.

 

Warning: Changing your auto numbering configuration could potentially cause old documents to be overwritten. Use this option with caution.

 

Order & Customer Prefix - Set this to prefix all of your numbers with a letter(s)

 

Add-on Prefix and Remedial Prefix - Set the prefix to help identify add-on orders and remedial orders respectively. The numbers are made up of the order number + prefix (set here) + suffix. Select either a character or number suffix. E.g. A1001AD1 (where AD is the add-on prefix and 1 because it is set to numeric prefix.

 

Last Order No. - This will read as the last order you created. A quotation and sales order keeps their reference number all the way through EQ and increases in sequence when you first create a quotation. For example if you wanted to change your quotations to the range B2000 you would set the last order no to 1999. Do not create long prefixes. The maximum length for an order number is 10 characters and you need to allow space for addon and remedial suffixes and prefixes within this.

 

Last Customer Ref. - Each customer has a unique reference number. The number increases in sequence when you first create a customer record.

You can optionally tick the box to prevent EQ from completing the customer account code, in case you need to manually insert an account code.

 

Invoice No./Prefix - Set a prefix in the left-hand box (e.g. INV) and a number

sequence in the right-hand box.

 

Credit No./Prefix - Set a prefix in the left-hand box (e.g. CR) and a number sequence in the right-hand box.

 

Ensure invoices and credit notes have different prefixes as any numbers the same will overwrite old invoices/credit notes.

 

Collection Note No./Prefix - Set a prefix in the left-hand box (e.g. COL) and a number sequence in the right-hand box.

 

Returns Note No./Prefix - Set a prefix in the left-hand box (e.g. RET) and a number sequence in the right-hand box.

 

Delivery Note No./Prefix - Set a prefix in the left-hand box (e.g. DEL) and a number sequence in the right-hand box.

 

 

The screenshot above shows how you might set up a new system.

 

Click Update to save and close the window when finished.