A Document Series is a structured numbering system applied to documents like invoices, quotes, and sales orders (e.g., INV-2025-001) to ensure consistency, efficient tracking, and easy communication.
Example of successive sales orders: `INV-0001` → `INV-0002 → INV-0003
No duplicate numbers allowed
Suffix cannot carry any alphabets.
How this works:
System applies prefix automatically
Number increments with each successive document
Update Series
Click on any series to edit format by clicking on the yellow pencil:
Make changes.
Click Save.
> Note: Changes only affect new documents – existing records maintain original numberings
Important Notes on Editing
Suffix Updates:
If changing current suffix (e.g., 0002 → 0012):
All future documents use new sequence (0013, 0014 etc.)
The numbers that have been skipped cannot be used in the future (0003-0011 in this example)
System will show an error if attempting to use skipped number
Prefix Updates:
Affects only new documents
Existing documents keep original prefix
How this works
Prefix auto-applies to new documents.
Suffix auto-increments.
Skipped numbers cannot be recovered – plan edits carefully.
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