Transaction Series

Transaction Series is a configuration interface used to define and manage the sequential numbering and prefix settings for various transactional documents within the system. This window ensures that each document type, such as invoices, purchase orders, or receipts, is uniquely identifiable through a systematically generated sequence number.

How to add / Configure a transaction number of series

1- Navigate to the toolbar menu and click on the gear icon (Settings)

2- Scroll down to find “Transaction Series” and click on it.

3- Click on “New” to begin adding a new transaction series or click on existing one to edit.

4- Fill in the required Details

• Name: Specify a name for the transaction number series in both languages.

• Branch: Specify the branch(es) that will follow this sequence from the added branches—see how to add branches.

• Document Prefix and Numbering Sequence: For each document, you will have a pre-defined default prefix and numbering sequence. Modify them as needed.

5- Click on “Save”