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This text refers to program version 8.4  

Number Series - Quotations

This page describes the Number Series - Quotations setting in the Quotations module.

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Whenever you enter a new Quotation, it will be given its own unique identifying number, based on a sequential number series.

You can have more than one sequential number series running at the same time, or at different times. For example, you may want to use different sequences to represent different departments or different quotation types, or you may want to use different sequences to represent different fiscal or calendar years.

The Number Series - Quotations setting allows you to take advantage of this feature. Here you can define the number sequences that you would like to use with Quotations.

To open the Number Series - Quotations setting, ensure you are in the Quotations module and double-click (Windows/Mac OS X) or tap (iOS/Android) 'Number Series - Quotations' in the 'Settings' list. The following window will appear:

Enter each new Number Series on the first blank line. The sequences that you enter should not overlap. The Comment will be shown in the 'Paste Special' list, so enter some text that will help you choose a number from the correct sequence.

The N/L field common to all Number Series settings is not used in this instance.

When the setting is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box or tap <.

Once you have defined number sequences for Quotations, you can set a universal default sequence in the Number Series Defaults setting, in the System module. When you enter a new Quotation, its Quotation Number will be the first unused number in that specific sequence. If you do not set a universal default, Quotation Numbers will be taken from the first valid Number Series in this setting. You will be able to change to the first unused number in any other valid Number Series using 'Paste Special'.

If you leave the Number Series - Quotations setting empty, Quotation Numbers will all be taken from the same sequence, starting at 1 and continuing consecutively. If you want to start from another number, simply specify it in a new Quotation before saving.

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Settings in the Quotations module:

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