Document Numbering Series
Evrykit automatically generates reference numbers for all documents — sales orders, invoices, purchase orders, payments, and more. Each document type has its own numbering series.
How It Works
When a document is saved, the system:
- Looks up the numbering series for that document type
- Takes the current counter and formats:
{PREFIX}-{YEAR}-{COUNTER} - Increments the counter
- Assigns the reference to the document
Example: INV-2024-00042
Configuring a Series
Go to Administration → Document Numbering (or Settings → Numbering).
| Field | Description |
|---|---|
| Document Type | e.g. Sales Invoice, Purchase Order, Payment |
| Prefix | Short code (e.g. INV, PO, PYT) |
| Starting Number | Set to match your existing records if migrating |
| Zero Padding | Number of digits (e.g. 5 → 00042) |
| Include Year | Whether to include the year in the reference |
Default Series
Out of the box, Evrykit includes series for:
| Document | Default Format |
|---|---|
| Sales Order | SO-YYYY-NNNNN |
| Sales Invoice | INV-YYYY-NNNNN |
| Customer Payment | RCP-YYYY-NNNNN |
| Purchase Order | PO-YYYY-NNNNN |
| Supplier Bill | BILL-YYYY-NNNNN |
| POS Transaction | POS-YYYY-NNNNN |
| Stock Adjustment | ADJ-YYYY-NNNNN |
Resetting a Counter
Resetting the counter is not recommended once documents are in use, as it can cause duplicate reference numbers. If needed, increase the starting number beyond the highest existing reference.