Masters and transactions can be given prefixes in the form of naming series.
OneOfficeERP allows you to make prefixes to your documents, with each prefix forming its own series.
For example, a series with prefix INV12#### will have numbers INV120001, INV120002, and so on.
You can have multiple series for all your transactions.
For example, Sales Invoice IDs like these can be generated:
You can define or select the Naming Series pattern from:
Home > Settings > Naming Series
3. If you want the user to explicitly select a series instead of the default one, check the “User must always select” checkbox. There will be no default naming series if this is ticked. 4. You can also update the starting point of a series by entering the series name and the starting point in the “Update Series” section. 5. Click on the Update button to update the set of Naming Series for the selected document.
Note: To see the newly added Naming Series, click on Settings > Reload.
You can also show the financial year in the Naming Series. By default, if you enter 'YYYY' in the naming series, it'll pick up the current year. To set naming series based on the fiscal year, enter something like 'ACC-SINV-.19-20.-' where 19-20 is the current Fiscal Year. It is common to have a separate series for each financial year.
As you can see, in the following screenshot of a Sales Invoice, the year 2019 is listed:
You can change the starting/current sequence number of an existing series.
For example, if the current Sales Order series number is at 16, and you want to restart or set it as 50, enter 0 or 50 depending on your case. Any new Sales Order created will start from the new sequence number.
To know more about this, visit this article.
Tip: You could have a separate series for each type of Customer or for each of your retail outlets.
Some companies prefer to make use of "short-codes" for suppliers, i.e. WN for company "Web Notes" that later can be used in naming series for quick identification.
For example: A custom field "Vendor ID" is created under Document 'Supplier'. Then under 'Naming Series', we allow something like
Resulting in "PO-1503-WN-00001"