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Set your document numbers

Choose how PromptLab numbers your quotes, sales orders, invoices, opportunities and samples.

What you will learn

Counter formats
In Settings, under Counter Formats, each document type has a template, a padding and a start value.
Templates
A template must contain the number placeholder in curly brackets. The preview shows the result.
More than one format
Add a second format and pick it when you create a document, or reset to the standard format.

Products & sales documents

7 lessonsApprox. 20 min
Your progress0%
  1. Add your products2:55
  2. Set up price lists2:18
  3. Send your first quote2:45
  4. Send and track samples3:00
  5. Turn a quote into a sales order2:52
  6. Set your document numbers2:59
  7. Set up your bag types2:44

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