General Settings - Admin screen for setting sequence numbers

Introduction

The ‘Manage Sequences’ screen allows you to set the sequence number format used in various areas of printIQ such as Quote numbers, Job numbers, Invoice numbers, etc

How to set up

From the ‘Admin’ heading, go into ‘Configuration’:

Under the ‘General’ heading is access to ‘Manage Sequences’:

Here you can see all sequence options and edit their format:

Click on the ‘Edit’ icon to open the options:

A dropdown will show with the following options:

A preview will show at the bottom of the modal

Site Prefix Setup

Use Site Prefix - (Only available on some options) Some sequences can pull the prefix from the site record.

The prefix defaults from the data entered into the ‘Product Code Prefix’ field in the ‘Settings’ section of the site:

Prefix – Sets the prefix to add in front of the number sequence.

Pad Numbers – Pads the number out with zeros to meet the ‘Amount of Digits’ set.

Amount of Digits – Specify the number of digits to be used.

The screen will display the ‘Last Used’ number in addition to a ‘preview’ based on the settings configured:

• Related Articles

• Settings and Changing Terminology

  Introduction In printIQ, you have the flexibility to rename various text elements to align with your preferred terminology. You can also choose to show/hide certain options. There are multiple places inside printIQ where terminology can be ...

• Sales Order Inventory Pick Sequence

  In Inventory Locations there is now the ability to set a position number or sequence number on each location to facilitate picking multiple order products quickly and efficiently. This is an optional field. Only locations that have ‘Items Stored ...

• IQstore Admin

  Under ‘IQStore Admin’ you can do various tasks such as create new IQStore items, adjust stock levels and create new tags and item types. To enter click onto Admin under the ‘IQStore’ heading. From here you can see a list of all the IQStore Items that ...

• Auto Assignment of Store Item Codes and Product Codes

  This details the process of auto assigning product codes for ‘Store Items’ and ‘Manufactured’ products. This is an ‘always on’ function, but these codes will only auto generate on creation if the Code field is left blank. Manual assignment of product ...

• Setting Up A Press

  1. Creating a Press [v39] To create a press in printIQ go to the Admin Menu and following it down to Configure Factory From here go to the EQUIPMENT section and click on PRESSES [v40] To create a press in Print IQ go to the Admin option and under ...