Number Series
The Number Series screen allows you to create customized number sequences for auto-generation. The Number Series will appear under settings once you enable all or any of the following options in the Settings screen - Automatic Customer Number, Automatic Pick Order Number, Automatic Purchase Order Number and Automatic Vendor Number
Accessing the Number Series Screen
Accessing the Number Series Screen
Click on Settings >Number Series.
The Number Series screen appears:
Creating a Number Series
Set Number series for - Select Customer Number, Vendor Number, Pick Order Number, or Purchase Order Number.
Add Segments - Build a series using segment - Segment Type - Choose segment type. The options are serialized alpha, serialized number, and static.
Segment Properties - Select the segment properties.
- When the Segment Type is serialized alpha.
- Character Set - Select if you want a lower case, upper case, or upper then lower case.
- Start at seed - Enter the starting letter.
- Step - Enter how many steps (one letter, two letters, etc.) you want the serialized alpha sequence to advance each time. For example, if you enter 'a' in the Start at Seed field, then enter 1 on the Step field, each label will advance one letter (a,b,c, etc.).
- When the Segment Type is Serialized Number
- Start at seed - Enter the starting value for the number series.
- Step - Enter how many steps (1,2,3, etc.) you want the sequence to advance each time. For example, if you enter '1' in the Start at Seed field, then enter Step = 1 Every 1 label, each label will advance one number. If you enter '1' in the Start at Seed field, then enter Step = 1 Every 2 labels, your labels would be as follows 1,1,2,2,3,3.
When the Segment Type is Static.
- Enter Value - Enter the value you want to appear. For instance if you want every Pick Order to begin with Pick-, enter that value here.
The number series preview appears in the "Preview the series" section.
Click on Add button.
A message will appear indicating that " Number series successfully created".
To update the segment and segment properties. click on the segment and update the details. After updating, click on the Update button.
To delete a segment from the series, select the segment by checking the checkbox. Click on the Remove button. Click on the Delete again on the confirmation screen.
