Every Offer, Order and Client is unique, and has a unique identification number (ID). In ID Ranges section, you can decide on the format of these IDs and how they increment.
An ID can consist of three elements
- Normal letters
- Smart values
- Number to be incremented
Off-the-shelf format which utilizes all three elements is C-%year%-%number%, where the %year% and %number% are smart values, which are dynamically created each time.
An ID can be designed through below constraints:
- Start Number
- Minimum Lenght
For the format of C-%year%-%number% , where the start number is 0, and the minimum length is 6, IDs of registering clients from the first client in the year of 2024 will be as follows:
- C-2024-000001
- C-2024-000002
- C-2024-000003
- ..
- ..
To configure the ID formats:
- Select ID Formts from the menu bar.
- For Clients, Orders, and Quotes separately,specify the formats.
- Click Save.
Note: Changes in the formats will not affect the past IDs, but will take effect for the upcoming new entries.
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