This module controls all system prompted numbers such as the next available order number, quote number, etc. It will allow you to manually edit the next available number in the following areas of the system: Order Number, PO number, Work Order number, Work Order Batch Order number, Lead Order number, Invoice number, Quote number, and Credit Memo number. The system will automatically prompt “1” as the next available number in all these areas, but you can change any of those numbers, if applicable, through this module. For example, you can change the numbering to start at 1000 for all or some of those areas noted above, or you can change each Branch to reflect a different series of numbers—you must switch Branches and access this module in order to set sequence numbers for each Branch. You may also need to access this module if you ever experience file corruption in the program and need to reset any sequence numbers. The only sequence number that HAS to be initialized is the Purchase Order number, which must be set to 100.
When you enter this module, the screen will appear as follows:
When you enter this screen, the cursor will be positioned in the Next Order Number (1) field. Typically this module is used to set starting numbers in the system, but it can also be used to start new numbering sequences where applicable—please contact firstname.lastname@example.org prior to re-setting numbering sequences. You can access any of the “Number” fields to change or set new starting numbers. At the Zero Last Roll Tag Print Date (2) field, only click here if you are using the Print Receipt Roll Tags option in the Purchase Orders module to clear each inventory receipt batch and wish to reset this feature. The system will then print a roll tag for every piece of inventory that has ever been received in the system after this initialization takes place. Click the Run button when you have made applicable changes and are ready to initialize.