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How do I add a transaction number series in Zoho ERP?
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.
Pro Tip: If you’ve enabled Locations in your Zoho ERP organisation, you can associate a location to the transaction series that you create.