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How to Adjust Document Numbering
How to Adjust Document Numbering

Set starting points for the automatic assignment of invoice numbers, shipment numbers and more

Mike Maloney avatar
Written by Mike Maloney
Updated over a week ago

When you create documents in Uphance, they are automatically assigned a number for reference purposes.

By default, those numbers start from 500. For example, if you create a shipment for the first time, it will be named Shipment 500.

Of course, this doesn't only apply to shipment documents, but also invoices, cancellations, credit notes, production orders, etc.

But you can always adjust this numbering to suit your business needs. For example, you can set your document numbering to start from 1, 100 or even 1000 if you desire. In this document, we will show you how to do just that.

How to Adjust Your Documents' Numbering

Here are a few things to keep in mind before you proceed to adjust your documents' numbering:

  • Aside from Pro-forma invoices, no two documents can have the same document number. What this means is that if for instance, you set, say, your cancellation numbering to start from 100, you can't reset it back to 100 again after creating a cancellation. If you do, when you create the next cancellation, Uphance will number it 101, ignoring the 100 because a cancellation document already has that number

  • You can go lower when adjusting your document numbering. For example, if you started your shipment numbering from 100, you can adjust it back to 1. Uphance will automatically number all subsequent shipments you create starting from 1 to 99. The next shipment document you create will skip 100 and start after the last number you stopped before reverting to 1.

To adjust your document numbering, navigate to Settings >> Document Numbering. For this example, we will be adjusting the Production Order numbering. As you can see, it has the default starting number of 500.

This is what the very first production order looks like:

The next production order numbering will start from 501. But if we set the numbering to start from one, the next production order we create will be numbered 1.

You can do the same for other documents.

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