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:
I. Transaction Numbering Configuration
Step 1. Go to Setup - More Menu - Application
Step 2. Transaction Numbering Tab to Configure Then Save
You can customize the format, fill the form on Order Number Generator and Prefix
Table Properties:
Column Name | Function | Data Type |
Automatic Number Enabled "Sell" | Automatic numbering on Sell pages. | Option |
Automatic Number Enabled "Buy" | Automatic numbering on Buy pages. | Option |
Automatic Number Enabled "Adjustment" | Automatic numbering on Adjustment pages. | Option |
Automatic Number Enabled "Transfer Order" | Automatic numbering on transfer order pages. | Option |
Automatic Number Enabled "Join Invoice" | Automatic numbering on join invoice pages. | Option |
Automatic Number Enabled "Join Supplier" | Automatic numbering on join supplier pages. | Option |
Automatic Number Enabled "Estimate" | Automatic numbering on estimate pages. | Option |
Automatic Number Enabled "Prepaid Package" | Automatic numbering on prepaid package. | Option |
Order Number Reset Range by "Day" | Used to configure the order number will be resetted to 1 again based on Day. | Option |
Order Number Reset Range by "Month" | Used to configure the order number will be resetted to 1 again based on Month. | Option |
Order Number Reset Range by "Year" | Used to configure the order number will be resetted to 1 again based on Year. | Option |
Order Number Reset Range by "Never" | Never reset order number. | Option |
Order Number Separator | Used to separate Day/Month/Year Format on order number. | String |
Digit Behind Number | Used to set how many digits behind number. | String |
Monthly Format | Used to set order for monthly format. | Option |
Add Outlet Code to Invoice Number | Used to add outlet code to invoice number. | Option |
Global Prefix | Prefix for order number globally. | String |
Supplier Bill Prefix | Prefix for supplier bill. | String |
Estimate Prefix | Prefix for your order estimate. | String |
Customer Invoice number Prefix | Prefix for customer invoice number. | String |
Transfer Order Prefix | Prefix for transfer order. | String |
Adjustment Prefix | Prefix for adjustment | String |
Advance | Used to enable or disabled force an update number after the transaction | Option |
II. Rearranging Invoice Number Configuration
Rearranging invoice number used to set where the order number starts from.
Step 1. Go to Outlets, then Choose Any Outlet
Step 2. Click Edit
Step 3. Go to Numbering Tab, Set Numbering for Outlet, then Click Save
File the form on numbering tab, fill the form then update it, rearranging invoice number used to set where the order number starts from.
Related Articles:
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.
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).