In various kinds of transactions that exist in DealPOS, such as sales, purchases, logistics, and others. For each transaction you can customize the numbering format you want to apply. In this article, we will explain how to change the numbering format in DealPOS, please check the explanation below:
Step 1. Go to Setup - more Menu click Application
Step 2. Tab Transaction Numbering then Fill the Section, click Save
You can customize the format, fill the form on Order Number Generator and Prefix
Table Properties
Column Name | Function | Data Type |
Reset Every "Never" | Format invoice only using number Invoice | Option |
Reset Every Month "XX.MM.YY" | Format invoice using Number Invoice, Month and Year | Date And Time |
Reset Every Month "MM.YY.XX" | Format invoice using Month, Year and Number Invoice | Date And Time |
Reset Every Month "YY.MM.XX" | Format invoice using Year, Month and Number Invoice | Date And Time |
Reset Every "Year" | Format invoice using Year and Number Invoice | Option |
Reset Every "Day" | Format invoice using Day and Number Invoice | Option |
Customer Invoice Prefix | Used to make the initials on invoice | String |
Estimate Prefix | Used to make the initials on Estimate | String |
Supplier Bill Prefix | Used to make the initials on Supplier Bill | String |
Global Prefix | Used to enter a code into the global prefix | String |
Adjustment Prefix | Used to make the initials on Adjustment | String |
Append Outlet Code | Used to enter a more specific code prefix into the outlet | Option |
Force Update Number | Automatically +1 in next transaction | Option |
Step 3. After you set Auto Number, go to 'Outlets' - Choose the outlet
Step 4. Click Edit button
Step 5. File the Form on tab Numbering fill the form then Update
You might also like to read this article:
To add a prefix to each transaction, you can check the following article: Adding Prefix for Transaction Number
Do you have a messy Invoice numbering order? this article may help: Renumbering Invoice Number
For businesses with multiple outlets, you can differentiate the invoice code by adding a prefix based on the outlet code Assign Prefix Invoice Number by Outlet Code
