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

Invoice Numbering Options Format - Setup

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

Invoice Numbering Options Format - Transaction Numbering

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

Invoice Numbering Options Format - Setup Outlet

Step 4. Click Edit button

Invoice Numbering Options Format - Edit button

Step 5. File the Form on tab Numbering fill the form then Update

Invoice Numbering Options Format - Numbering for Outlets

You might also like to read this article:

DealPOS Demo

Did this answer your question?