Creation of a Numerator

Numerators are important to number each document issued after a payment. To create a document numerator click on Settings - Quote Numerators - Add Numerator


Every type of quote has to be linked with a numerator. The same numeration can apply to various quote types or it is possible to create a numerator for each quote template. To link a numerator with a quote template, please click here.


Each numerator requires:

  • Name of the Numerator;
  • Format of the Numerator: it can include "Number" and "Sequence". These values will be replaced by the corresponding number of the numeration and the name of the sequence (for example the year the quote was issued); Example of format: doc.1/2020
    1. type "doc."
    2. add the Number tag
    3. type "/"
    4. add the Sequence tag
  • Sequence name of the numerator: e.g.: 2020 (year).

Don't forget to Save Changes!


How to Edit a Numerator


To edit an existing numerator click on Edit next to the name of the numerator.

Editable fields:

  • name of the numerator
  • format of the numerator

don't forget to click on Save Changes.


How to Start a New Numeration

In the same way you can also reset each numerator at the beginning of a new season 

 


or edit the name of the sequence and the last generated number




User Case



Fixed-length number


If the number for documents need have a fixed length, it will be necessary to edit the number tag in the box for the numerator format.
The tag is usually inserted with this code: {MT:NUMBER}
If for example the number must have a maximum of 6 digits, it will be necessary to type a number of 0 equal to the digits desired: {MT:NUMBER:000000}, resulting in 000001, 000002, etc.