Introduction

Quote numerators are useful to automatically assign a number to quotes whenever they are created. Quotes can be different according to purpose/type, for this reason, they system allows the creation of more than one numerator.


Creation of a Numerator

To create a quote numerator click on Settings -> Quote Numerators -> Add Numerator.


Each numerator requires the following information:

  • 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." in the white box
    2. click on the Number Tag
    3. type "/"
    4. click on the Sequence Tag
  • Sequence name of the numerator: e.g.: 2020 (current year).

Don't forget to Save Changes!


How to Edit a Numerator


You can edit the fields by clicking on the corresponding button next to the name of the numerator. 

Editable fields:

  • name of the numerator
  • format of the numerator
  • sequence name (click on Edit as shown in the picture below)
  • last generated number (click on Edit as shown in the picture below)


 


don't forget to click on Save Changes!


How to Start a New Numeration

It is possible to reset each numerator at the beginning of a new season through the button Reset to zero.

 


The system will also prompt to specify a new sequence name.



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.