Once the serial numbers have been configured, StockAgile allows you to define which serial number to use by default depending on the type of document being generated. For example, the generation of an invoice uses the serial number "FC21-0345" and the generation of delivery notes uses the serial number "AL21-0054".
Requirements to be able to configure default serial numbers
The user must have the role of OWNER. You can see the different types of roles in the section Create or edit a user.
Steps to define default serial numbers
Go to the drop-down menu at the top right with the user name and click on the CONFIGURATION option.
Enter the DEFAULT SERIAL NUMBERS option.
You will find two subsections:
Default Product Serial Numbers:
Product Code Template: Enter {brand} to substitute with the brand code, {season} for the season, {category} for the category, {subcategory} for the subcategory, and {counter} for the total number of occurrences of products with the same code.
Product Counter Serial Number: Select the product counter serial number.
Product SKU code template: for the SKU codes use similar configuration from the product serial number.
Default Order and Delivery Note Serial Numbers: for each type of document, select the serial number you want to appear by default.
Default Billing Serial Numbers:
Retail Invoices
Wholesale Invoices
Wholesale Proformas
Wholesale Quotes
Once all the default serial numbers have been assigned, click the Save button to apply the changes.