Unless specified, these settings apply to the Invoicing and Sales Order Processing (SOP) modules.
Find this screen
Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings | Document Numbering.
Open: Sales Order Processing > SOP Utilities > System Set Up > View SOP Settings | Document Numbering.
Open: Invoicing > Invoicing Utilities > System Set Up > Invoicing Settings | Document Numbering.
Open: Invoicing > Invoicing Utilities > System Set Up > View Invoicing Settings | Document Numbering.
Setting document numbers
Here you can set the starting numbers for your sales documents: sales orders and returns, quotes and pro formas, despatch notes, invoices and credit notes.
With exception of sales orders and returns, these can only be numbers only and are automatically incremented by 1.
Order and return numbers
For sales orders and returns, you can choose whether to use automatically generated numbers or to enter your own number each time an order or return is saved.
If you want to generate order and return numbers automatically, select Automatically generate order and return numbers. Enter the Next order number and Next return number in the relevant boxes.
You can only use numbers and this number increases each time an order or return is saved.
If you also want to display numbers when order or returns are saved, select Show the order number when order confirmed. This allows you to give the order number to your customer as soon as the order is confirmed. Otherwise you will not see the order number during the order entry processResetting order numbers
You can set the next order number back to 1. If you do, Sage 200 will backfill where earlier orders have been removed from the system. If you do this, you'll no longer be able to see which orders are the earliest by looking at the order number.
If you want to enter order and return numbers manually or need to use letter and numbers on orders, clear this option. This is useful if you want to continue using your own reference number system. You enter the order number each time an order or return is saved.
You can use numbers and letters for your references.
Invoice and credit note numbers
Invoice and credit note numbers are used by both Invoicing and SOP, so your numbers are assigned to each one in turn. For example, you create invoice from a sales order so this has invoice number 1. You then save an invoice using the Invoicing module, this has an invoice number of 2, and so on.
Once you've printed an invoice or invoice from sale orders, the starting numbers can't be changed.
- Choose whether you want your invoices to use the same or different numbering sequences.
- Enter the starting number for invoices and credit notes.