Record Numbering

Second CRM offers default numbering that corresponds to every module according to your requirements.

To Customize Record Numbering:

  1. Click on the    icon at the top of the page.
  2. On the left sidebar, click Other Settings > Customize Company Numbering.
  3. Then, you can customize record numbering and prefix for Quote, Invoice, Purchase Order and Sales Order modules and other modules as shown below:

    settingCompNum1

  4. Once done, click the Save button.

Record numbering by company is only available for inventory modules (Quotes, Invoices, Sales Order and Purchase Order). Other modules can only have 1 record numbering.


Company Numbering

Setting Company Numbering helps you to separate record numbering for Business Documents (Quotes, Invoices, Sales Order and Purchase Order) based on company.

To enable Setting Company Numbering:

  1. Click on the    icon at the top of the page.
  2. On the left sidebar, click Other Settings > Setting Company Numbering and check the checkbox to enable setting company numbering as shown below:

    settingCompNum

  3. Once done, click the Save button.

Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.