Number series are used mainly by more demanding or larger companies. They help to divide some particular series of invoices, proforma invoices, orders or price offer due to various reasons, e. g. special project, client, …
Each new company in Trovi has preset one default number series for each document type. This default setting is recommended by our accountants.
Settings of number series can be changed and it is also possible to deleted them or add unlimited number of series for each document type. But there has to be at least one number series for each document type. You can also choose any from your series and set it as default for particular document type, then it will be automatically chosen when creating new document.
Settings of number series can be found in Edit company section, when you click on Number series tab. Here you will see list of your number series will all needed details. Number series can be modified, added, deleted or set as default.
When creating new number series, you have to choose document type you would like to use it for and period after which it should reset (e. g. monthly period has some symbol for particular month in its format). Next you can set static variable (e. g. number indicating document type, project, client, …), date format and dynamic variable (please think of how many documents in total you would need to create for this document type in that particular period). You can also change order for these 3 parameters, simply drag&drop any of them. In the end, you just enter name for the new number series and choose whether it should be default for the particular document type.