Customize Order and Invoice Numbers

Admin Dashboard > Configuration > Sales & Rentals > Customize Order and Invoice Numbers

Configuring Customize Order and Invoice Numbers

Purpose of Customize Order and Invoice Numbers

The Customize Order and Invoice Numbers section in the Any.Rentals platform allows businesses to define the structure and behavior of order numbers and invoice numbers. This feature provides flexibility to align numbering formats with operational requirements, branding, or compliance standards.

This feature is accessible via Admin Dashboard > Configuration > Sales & Rentals > Customize Order and Invoice Numbers.

Settings and Options Overview

Order Numbers

• Customize Order Numbers:

  • Purpose: Enables the customization of order numbers.
  • Effect: Activates all additional settings for defining the order number format.
  • When to Use: Enable this option to override the default system-generated order numbers.

• Example Format:

  • Purpose: Displays a preview of the customized order number format.
  • Effect: Helps visualize the structure of order numbers before applying settings.
  • When to Use: Use this to confirm that the configured format meets your requirements.

• AlphaNumeric Characters:

  • Purpose: Allows the inclusion of alphanumeric characters in the order number.
  • Effect: Adds flexibility for incorporating letters and numbers for easier identification.

• Order Number 1st Section, 2nd Section, 3rd Section:

  • Purpose: Divides the order number into structured sections.
  • Effect: Each section can be configured to include specific text or numbers.
  • When to Use: Use this to create segmented formats for clarity and organization (e.g., prefixes for location or department).

• Counter "Reset":

  • Purpose: Resets the order number counter at specified intervals (e.g., daily, monthly, yearly).
  • Effect: Ensures sequential numbering within the defined period.
  • When to Use: Use this to maintain orderly numbering cycles.

• Number of Digits for the Counter:

  • Purpose: Specifies the length of the numeric counter.
  • Effect: Adds leading zeros to maintain consistency (e.g., 001, 002).
  • When to Use: Use this to standardize the length of order numbers.

• Counter Increment:

  • Purpose: Determines the step size for counter increments.
  • Effect: Sets how much the counter increases with each new order.

• Auto-Increment Failed Order Numbers?:

  • Purpose: Configures whether failed orders still consume a number in the sequence.
  • Effect: Prevents gaps in the numbering sequence caused by order failures.
  • When to Use: Enable this for a seamless and uninterrupted numbering sequence.