Document numbering (SOP settings)

Order numbers provide traceability of sales order documentation. The number is applied as a reference to all documentation generated for a particular order.

• Select Automatically generate order and return numbers to assign your sales order numbers automatically.

  Enter the Next order number and Next return number in the relevant boxes. You can only use numbers for your references. This number increases each time an order or return is created.

  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. You will no longer be able to see which orders are the earliest by looking at the order number.

• Clear this option to enter your order numbers manually.

  Clear this to continue to use your own referencing system for your sales orders. You can use numbers and letters for your references.

• Select Show the order number when order confirmed to see the order number as soon as the order is confirmed, when generating order numbers automatically.

  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 process.

Quotation and pro forma invoices numbers are always generated automatically.

Enter the Next quotation number and Next pro forma invoice number. Subsequent quotation and pro forma invoice numbers are assigned in sequential order.

Despatch note numbers are always generated automatically.

Enter the Next despatch note number, if you have chosen to print despatch notes. Subsequent despatch note numbers are assigned in sequential order.