## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Transaction Number Series

The transactions you create in Zoho Inventory are numbered by the default transaction series. For instance, the sales order you create will be numbered as SO-001, the second sales order as SO-002, followed by SO-003 and so on.

However, some businesses might require their transactions to be numbered and tracked by a different transaction series that is not the default series. Let’s take the help of a scenario to understand this better.

**Scenario:** Brandon runs a hardware store that sells various items. To track the sales of pipes, he decides to use the unique prefix PIPE. In Zoho Inventory, he configures a transaction number series with this prefix. Now, whenever Brandon creates an invoice for pipes, he can select the configured transaction series, and the invoice will automatically include the prefix PIPE in its number.

**Insight:** You can create transaction series for vendor payment, retainer invoice, purchase order, credit note, customer payment, delivery challan, bill of supply, invoice, and sales order.

## Create Transaction Series

You can configure branch specific custom series for various modules. Here’s how:

*   Go to **Settings** in the top right corner.
*   Navigate to _Organization Settings_.
*   Go to **Transaction Number Series** under _Customization._
*   Click **\+ New Series**.
*   Enter a **Series Name**
*   Select the branch you want the series to be associated with.
*   Enter a **Prefix**.
*   Enter a **Starting Number.**
*   Under **Restart Numbering**, choose **Yearly** if you want the numbering to restart from your starting number the next financial year.
*   Click **Save**.

## Edit Transaction Series

Here’s how you can edit an existing transaction series:

*   Go to **Settings** in the top right corner.
*   Navigate to _Organization Settings_.
*   Go to **Transaction Number Series** under _Customization._
*   Hover over the transaction number series and click **Edit** from the dropdown to the right of the transaction series.
*   Make changes to the _Prefix_, _Starting Number_ and _Restart Numbering_ as required.
*   Click **Save**.

**Note:** To avoid duplicate transaction numbers, you can use the **Prevent Duplicate Transaction Numbers** option and choose the duplicates to be avoided in this fiscal year or all fiscal years.

## Delete Transaction Series

Here’s how you can delete an existing transaction series:

*   Go to **Settings** in the top right corner.
*   Navigate to _Organization Settings_.
*   Go to **Transaction Number Series** under _Customization._
*   Hover over the transaction number series and click **Delete** from the dropdown to the right of the transaction series.
*   Click **Delete** again.