Document numbering

A number series defines how documents are numbered. A new workspace has two — one for sales orders, one for sales invoices — and a profile names which series each of its documents draws from.

Invoices are numbered from their own series, so invoice numbers run unbroken however many orders are raised.

Set a series up

1. Open Configuration → Number Series and click a row. It opens in a dialog.

2. Set the Name, the Pattern, and the Next Value.

3. Save. The next document released takes that value.

The pattern

Placeholder	Meaning
{#####}	the running counter; the number of # sets the padding
{YYYY} / {YY}	the year the number is issued
{MM} / {DD}	month and day

SO-{YYYY}/{#####} produces SO-2026/00001, then SO-2026/00002.

Next Value is the only way to start, resume or reset a counter.

Set the counter before the first document

A number series that has issued numbers should not be renumbered afterwards. Set the prefix and the next value now, while nothing has gone out.

When a number is allocated

A number is allocated when a document is released, not when it is created. A draft carries no number at all, which is why a draft never appears in a list — see Drafts and releasing.

The counter does not restart with the year

{YYYY} picks up the new year but Next Value carries straight on, so SO-2026/00412 is followed by SO-2027/00413. Reset Next Value to 1 to begin each year there. The date is the day the number is issued, not the document’s own: an order dated 31 December but released 2 January is numbered under the new year.