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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.