To enable automatic numbering for purchase orders in our system, follow these steps:
Navigate to Financial > Financial Settings.
Click on the General tab (1).
Look for the checkbox labelled ‘Generate Purchase Document Numbers’ (2) and ensure it's checked.
Click Save (3) to apply the changes.
By enabling this feature, new purchase orders will be automatically assigned unique numbers, streamlining your financial documentation process.
When creating a new purchase order, you'll notice that a unique number is automatically generated for it after selecting the date, suppliers and adding a Order reference and clicking "Save". This number will be visible in the list of purchase orders.
Please note that purchase orders created before enabling this feature or before updating to the latest version of the software may display a number of 0 in the list. However, manually entered numbers from before will still be displayed in the Order Ref column.
You also have the option to manually enter a reference number alongside the system-generated order number if needed.
Currently, the Print function does not display the newly generated purchase order number, only the previous manual order references.