CiuisCRM Documentation

2.4.How to manage Document Series? #

1. The Document Series tab can be found under the settings page as shown.

  • Prefix: These are the document prefixes. Ex: INV-
  • Document Number: A code assigned to a document. This is a combination of the Prefix and Series. Ex: INV-4
  • Series: Document series. When these are left blank, the document number assigned will depend on the database id number. When a number is assigned to the series here, the next document created will be assigned that series and the series will be auto incremented.

2.Click on  to save any changes.

Last updated on July 3, 2019
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