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:
- Go to the drop-down menu at the top right with the user name and click on the CONFIGURATION option.
- Enter the DEFAULT SERIAL NUMBERS option.
- For each type of document select the serial number you want to set as default. Stockagile allows you to define the default serial number for:
- Retail sales
- Sales invoices
- Purchase invoices
- Transfer notes
- Retailer invoices
- Wholesale invoices
- Wholesaler Proformas
Step 3: List of default serial numbers