Numbering Options allow you to set up the numbering scheme for subsequent estimates, orders, invoices, and purchase orders. You can manage these options from Settings/Sales/Numbering Options or Settings/My Business/Locations/(select a location)/Settings/Sales/Numbering Options.
1. If you have multiple locations, you can choose to use the same set of numbers or a separate set of numbers based on location.
2. Choose the Estimate, Order, & Invoice Numbering your items will start from and whether or not they will be sequential.
Remember: Estimate, order, invoice, and purchase order Prefixes for these numbers are set under Settings/My Business/Locations/(select a location)/Location Details/Record Prefixes.
3. If you check a box to assign a new number, your next order or invoice number will not match the estimate number and will start with the next available number in your system.
Example: Est #1001, Ord #500 (box checked), and Inv #475 (box checked).
Note: If you uncheck both boxes, your numbers will match.
Example: Est #1001, Ord #1001, and Inv #1001.
4. Purchase Order Numbering is vendor-facing for your center’s purchasing needs and not for your customers' purchasing needs. If you’re using Purchase Orders in your system, set the Next Purchase Order Number here.
Note: PO numbers are not affected by changes to estimate, order, or invoice numbering.