How are sequence numbers configured?

Settings sequence numbers calls up the configuration dialog. You see a list with all configured document numbers, customer numbers, etc.

The numbers can be composed with placeholders.

  •     $y (current year) e.g. 2020
  •     $m (current month) e.g. 06
  •     $d (Current day) e.g. 25
  •     $nd (reset daily) e.g. 1
  •     $nm (reset monthly) e.g. 55
  •     $ny (reset annually) e.g. 92
  •     $nn (never reset) e.g. 120

You can also enter your own, static text, e.g. EG-, RE-, etc.

Store a customer number

As you may have noticed, all configurable numbers in CashCtrl are uniformly named sequence number. After you have created a customer number according to your specifications, it can be set as standard.

The numbers are assigned to categories in the persons section. Every newly created contact receives the next free number.

If a subcategory is created, it inherits the number of the subcategory or you can assign your own.

Store order number, document number

Each document type can be assigned its own number, which is automatically incremented. The numbers are also known as number range or sequence numbers. After a template has been configured, it can be stored via Settings order categories e.g. invoices of the desired category.

Freely select sequence numbers

Assigned numbers are only the default, but can always be overwritten. If a new order or a new contact is created, you are free to choose the sequence number. The used number configuration is incremented even if it is not configured as default.