Transaction Number Series

The transactions you create in Zoho ERP are numbered using a default transaction series. For example, when you create invoices, the first invoice is numbered as INV-001, the second as INV-002, and more. This default series helps you track and organise transactions consistently.

Some businesses may need a different numbering format to match their requirements. To support this, Zoho ERP lets you either edit the default one, or create a new series in addition to the existing one. Each series can have a unique prefix, suffix, and a starting number.

Once you create a transaction series, you can select it while you create the respective transaction. Zoho ERP then automatically assigns the new transaction series whenever you create subsequent transactions. This lets you accurately track the organisations being recorded, and also provides flexibility according to your business requirements.

Enable Multiple Transaction Series

Apart from the default transaction series, you can create a new transaction series for the available modules based on your business requirements. To enable:

• Go to Settings.
• Under Organization Settings, select Transaction Number Series under Customization.
• In the next page, enable the toggle next to Enable Multiple Transaction Series.
• In the pop-up that appears, click Enable Multiple Transaction Series.

The multiple transaction series preference will be enabled. You can now proceed to create a new transaction series that matches your business requirements.

Add Transaction Series

To add a new transaction series:

• Go to Settings.
• Under Organization Settings, select Transaction Number Series under Customization.
• In the next page, click + New Series in the top right corner.
• In the New Series page:
  • Series Name: Enter the name for the new transaction series.
  • Configure the prefix and starting numbers for the transactions according to your needs.
  • Click Save.

The transaction series will be created.

Edit Transaction Series

In Zoho ERP, you can edit both the default transaction series and the ones you’ve created. Here’s how:

• Go to Settings.
• Under Organization Settings, select Transaction Number Series under Customization.
• In the next page, hover over the series you want to edit, click the dropdown icon and select Edit.
• In the Edit Series page, make the required changes.
• Click Save.

The respective transaction series will be updated.

Mark Transaction Series as Default

If you’ve created a transaction series to match your business requirements in your Zoho ERP organisation, you can mark it as default if required. Here’s how:

• Go to Settings.
• Under Organization Settings, select Transaction Number Series under Customization.
• In the next page, hover over the required series, click the dropdown icon and select Mark as Default.

The selected transaction series will be marked as default. You can also change it when required.

Delete Transaction Series

If you no longer want to use a transaction series, you can delete the series. Here’s how:

• Go to Settings.
• Under Organization Settings, select Transaction Number Series under Customization.
• In the next page, hover over the series, click the dropdown icon and select Delete.

The transaction series will be deleted.