Documents module settings
List of paragraphs:
Select Setup> Documents to manage document categories and statuses.
Document categories
When creating new document, mark document category. Document categories form document tree:
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- To enter new document category, select Setup> Documents> Document categories. Click New value.
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- Enter category name and parent category.
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- Save.
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- Select which category is default:
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Document statuses
When creating new document, enter its status.
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- To create new document category, select Setup> Documents> Document categories. Click New value.
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- Enter details:
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- Save.
Document number prefixes
Create document number prefixes according to category. Select Setup> Settings> Documents.
Enter Invoice number prefix, Next invoice number, select category and default value. Do not forget to press on blue check mark and save.