Just about every module in vTiger CRM can create records that feature a number sequence.
Accounts/Organizations get ‘account numbers’; Contacts get ‘contact numbers’ and Quotes, Sales Orders, Purchase Orders etc., get unique sequenced numbers too.
By default, vTiger will assign an alphanumeric number sequence beginning with the first 3 letters of the module name followed by a number starting with ‘1’. This sequence can however be changed to accommodate your own numbering system. To do this you should visit the vTigerCRM ‘ Settings’.
Note: to access settings, you must be logged in with ‘Administrator’ privileges.
Scroll down to the ‘Other Settings’ section where you’ll find:
Customize Record Numbering
Module Entity Number customization
Once in the Customize Record Numbering section, click the ‘Select Module’ dropdown and:
- Select the desired module (eg. Invoice).
- Enter the User Prefix (eg. My Company) .
- Enter the Start Sequence (eg. 1001).
Click Save and your invoices will feature an invoice numbering sequence commencing:
- ‘My Company 1001’.
You can follow the exact same process to create numbering sequences for all other modules.