Sequence Numbering

This guide will help you add or edit the sequence number to nearly all the records that you will need in this software.

There are 3 parts to the tutorial and there are 3 videos covering these areas.

Part 1: Adding New Sequences
Part 2: Running Numbers
Part 3: Special Numbers
Part 4: Bulk Edit

Part 1: Adding New Sequences

Here’s a tutorial video for your convenience.

In case you need this, this is for your reference:

Step 1: Go to: Main Menu  >  General >  Other  >  Sequences  >  + New Sequences 
Step 2: Fill in the relevant information.
Step 3: Click “Save”

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Part 2: Running Numbers

A running number

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Part 3: Special Numbers

Using the Year and Month as prefixes. You can do this by using:

  • %(Y)s = 2017
  • %(y)s = 17
  • %(m)s = 10 (Say Oct)
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Part 4: Bulk Edit

If you intend to do all the above in bulk, the next video will be useful to you.

Template File

As mentioned, you can download template file here.

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