Update Numbering Series

After installation, the post-installation script automatically creates a default set of numbering series for your transactions, and these are ready for immediate use.

Updating Numbering Series

To update your numbering series:

• Open the App Launcher and search for Numbering Series.
• While it's possible to modify settings, we recommend keeping the Prefix and Separators unchanged to ensure optimized transaction identification.
• You can update the Last Number Used field for specific transactions, such as Sales Orders, Purchase Orders, or Sales Invoices, to maintain continuity with the numbering from your previous ERP system.

 
For consistency, it is recommended to use a 7-digit numbering series across all transactions.

Additional Information

• Numbering Series Configuration in GoldFinch – GoldFinch Clientcare