35 lines
1.5 KiB
Markdown
35 lines
1.5 KiB
Markdown
---
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{
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"_label": "Document Naming Series"
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}
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---
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Data records are broadly classified as “Master” or “Transaction”. A master record is a record that has a “name”, for example a Customer, Item, Supplier, Employee etc. A Transaction is a record that has a “number”. Examples of transactions include Sales Invoices, Quotations etc. You make transactions against a number of master records.
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ERPNext allows you to make prefixes to your transactions, with each prefix forming its own series. For example a series with prefix INV12 will have numbers INV120001, INV120002 and so on.
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You can have multiple series for all your transactions. It is common to have a separate series for each financial year. For example in Sales Invoice you could have:
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- INV120001
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- INV120002
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- INV-A-120002
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etc. You could also have a separate series for each type of Customer or for each of your retail outlets.
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To setup a series, go to:
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> Setup > Tools > Update Numbering Series
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In this form,
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1. Select the transaction for which you want to make the series
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The system will update the current series in the text box.
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1. Edit the series as required with unique prefixes for each series. Each prefix must be on a new line.
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1. The first prefix will be the default prefix. If you want the user to explicitly select a series instead of the default one, check the “User must always select” check box.
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You can also update the starting point for a series by entering the series name and the starting point in the “Update Series” section. |