Document Sequences

Set the automatic numbering of quotes, purchase orders, delivery notes and contracts. You build the format from blocks (prefix, year, month, sequence, separator) and choose whether the counter restarts every year or every month. If the format lacks the block the reset needs, you get a warning.

Open the page from the Settings → Numbering card. Each document type has its own card:

• Prefix – for example AJ for quotes, MR for purchase orders.
• Format – drag the blocks to reorder them. Click a separator to switch to another character, double-click to type your own. The +/- on the sequence block sets the number of digits (4 gives 0001). The + button adds a new block; the sequence block cannot be removed.
• Yearly Reset / Monthly reset – when on, the counter starts from 1 with the first document of a new year or month. Numbers already issued do not change. When off, numbering simply continues.
• Last number – the most recent number issued.

If yearly reset is on but the format has no Year block (or monthly reset without a Month block), you see a warning, because the same number could then appear more than once.

By default the format is prefix–year–sequence with a four-digit sequence and yearly reset, for example AJ-2026-0001. Click Save on each type to keep your changes.