Masters and transactions can be given prefixes in the form of naming series.

BizCentric allows you to make prefixes to your documents, with each prefix forming its own series. For example, a series with prefix INV12#### will have numbers INV120001, INV120002, and so on.

You can have multiple series for all your transactions. For example, Sales Invoice IDs like these can be generated:

• ACC-SINV-.YYYY.-
• SINV12####
• SALESINV-00####

You can define or select the Naming Series pattern from:

> Home > Settings > Document Naming Settings

1. Setting up Naming Series for Documents

1. Select the transaction for which you want to make the series. The system will update the current series in the text box.
2. Edit the series as required with unique prefixes for each series. The first prefix will be the default prefix. Each new prefix Naming Series must be added on a new line. The newly added naming series will be available in the document.
3. If you want the user to explicitly select a series instead of the default one, check the “User must always select” checkbox. There will be no default naming series if this is ticked.
4. You can also update the starting point of a series by entering the series name and the starting point in the “Update Series” section.
5. Click on the Update button to update the set of Naming Series for the selected document.

> Note: To see the newly added Naming Series, click on Settings > Reload.

2. Financial Year in Naming Series

You can also show the financial year in the Naming Series. By default, if you enter ‘YYYY’ in the naming series, it’ll pick up the current year. To set naming series based on the fiscal year, enter something like ‘ACC-SINV-.19-20.-‘ where 19-20 is the current Fiscal Year. It is common to have a separate series for each financial year.

3. Updating the current value for existing Naming Series

You have the ability to modify the starting or current sequence number of an existing series.

• Navigate to the Update Series section and choose the prefix for which you wish to adjust the sequence.
• The current value will be retrieved and presented for your review.
• Make any necessary changes to the starting or existing sequence number.
• Click on “Update Series Number” to apply the changes.

For instance, if the current Sales Order series number is at 16, and you desire to reset it to 50, input 0 or 50 based on your requirement. Subsequently, any newly created Sales Order will commence from the updated sequence number.

Tip: Consider utilizing separate series for different types of customers or for each of your retail outlets.

4. Related Topics 

1. Bulk Rename