In Rentman, number series are used to keep track of different elements. They can be useful for keeping your list of items or documents complete. In this article, we will explain how to edit number series or how to create multiple number series for one document type.
Edit number series
You can change the numbers of many things, for example: equipment items, project numbers and (financial) documents. See the dropdown below for the complete list.
- Equipment Items
- Subrental jobs
- Project number
- Contact number
- Packing slips
- Subrental slips
- Repair order
You can edit your number series by going to settings Configuration module > Settings > Number series. The current number of each series is the latest element created of that series. Note: You can only insert letters in the Financial documents series. Equipment codes including letters can instead be imported, or manually added to your equipment list.
By customizing the number series of your documents, you can differentiate between different files.
For example, you can add 2020 or 20 before document numbers to easily identify this year's documents or use a specific number to distinguish between different document types (quotations, invoices, etc.). See image below.
In this case, the next packing slip created, will have the number 2020138.
Multiple financial documents series
You can set up multiple number series for your financial documents. This is useful if you want to distinguish between your sales and rental invoices, or if you use Rentman to manage different companies and you want to differentiate their documents.
To add a new number series:
- Go to settings Configuration module > Settings > Number series.
- Scroll down to the section Financial documents and click on the add
- Type in the name of the series and add a number.
It is also possible to use letters and symbols in your number series to make them more recognizable. In this case, make sure the number starts with a letter/symbol and ends with a numerical digit.
- Click Save on the top-right corner of the screen.