49 lines
1.7 KiB
Markdown
49 lines
1.7 KiB
Markdown
# Naming Series
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### 1. Introduction
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Data records are broadly classified as “Master” or “Transaction”. A master
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record is a record that has a “name”, for example a Customer, Item, Supplier,
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Employee etc. A Transaction is a record that has a “number”. Examples of
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transactions include Sales Invoices, Quotations etc. You make transactions
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against a number of master records.
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ERPNext allows you to make prefixes to your transactions, with each prefix
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forming its own series. For example a series with prefix INV12 will have
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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
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separate series for each financial year. For example in Sales Invoice you
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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
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each of your retail outlets.
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### 2. Managing Naming Series for Documents
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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 The system will update the current series in the text box.
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2. Edit the series as required with unique prefixes for each series. Each prefix must be on a new line.
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3. 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 of a series by entering the series
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name and the starting point in the “Update Series” section.
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### 3. Example
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See how to set the naming series
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<img class="screenshot" alt="Naming Series" src="{{url_prefix}}/assets/img/setup/settings/naming-series.gif">
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{next}
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