Thursday, 1 March 2012

Getting started with custom record numbers

If you would prefer to use your own numbers for purchase orders, sales orders (quotes), and invoices follow these instructions to make us of the Reference # fields as an alternative to the OfficeBooks assigned record numbers.

Under the Business Profile section in your settings menu, you have check boxes in each of your document setup tabs.



When these checkboxes are checked, OfficeBooks will generate PDF reports (like Purchase Orders, Quotations, and Invoices) using whatever number you choose to enter in the "Reference #" field on that record.

Given the broad range of user requirements and situations, we've opted to allow the Reference # field to contain anything.  Duplicates are okay, it can be empty, etc.

We plan to add some (optional) automation to support this.  So if you want the Reference # field to auto-increment, or have a standard prefix or suffix - that will (eventually) be possible.

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