Set default serial numbers

Once the serial numbers have been configured, StockAgile allows you to define which serial number to use by default depending on the type of document being generated. For example, the generation of an invoice uses the serial number "FC21-0345" and the generation of delivery notes uses the serial number "AL21-0054".

Requirements to be able to configure default serial numbers

• The user must have the role of OWNER. You can see the different types of roles in the section Create or edit a user.

Steps to define default serial numbers

1. Go to the drop-down menu at the top right with the user name and click on the CONFIGURATION option.
2. Enter the DEFAULT SERIAL NUMBERS option.
3. You will find two subsections:
   • Default Product Serial Numbers:
     • Product Code Template: Enter {brand} to substitute with the brand code, {season} for the season, {category} for the category, {subcategory} for the subcategory, and {counter} for the total number of occurrences of products with the same code.
     • Product Counter Serial Number: Select the product counter serial number. You can configure this in the "Create and Edit Serial Numbers" section.
   • Default Order and Delivery Note Serial Numbers: for each type of document, select the serial number you want to appear by default. Stockagile allows you to define default serial numbers for:
     • Purchases
     • Purchase Delivery Notes
     • Transfers
     • Transfer Orders
     • Transfer Delivery Notes
     • Wholesale Sales
     • Wholesale Orders
     • Wholesale Delivery Notes
     • Wholesale Sales Returns
     • Wholesale Return Delivery Notes
     • Retail Sales
     • Stocktaking
     • Productions
     • Adjustments
     • Pickings
     • Packings
   • Default Billing Serial Numbers:
     • Retail Invoices
     • Wholesale Invoices
     • Wholesale Proformas
     • Wholesale Quotes

Step 3: List of default serial numbers