A number series names documents with a prefix and a number, such as SINV-1001. Each series belongs to one document type.
Default Number Series
Frappe Books makes one series for each document type. Each series starts at 1001 and uses four digits.
| Document Type | Prefix |
|---|---|
| Sales Quote | SQUOT- |
| Sales Invoice | SINV- |
| Purchase Invoice | PINV- |
| Payment | PAY- |
| Journal Entry | JV- |
| Stock Movement | SMOV- |
| Shipment | SHPM- |
| Purchase Receipt | PREC- |
| Pricing Rule | PRLE- |
To see the list, click Setup > Number Series in the sidebar. Only a Books Manager or a System Manager can create or delete a series. See Roles and Permissions.
Number Series Fields
| Field | Description |
|---|---|
| Prefix | The text before the number, such as SINV-. Each series must have a different prefix. |
| Reference Type | The document type that uses the series. |
| Start | The number of the first document. The default is 1001. |
| Digits | The minimum number of digits. Frappe Books adds zeros at the start to fill them. The default is 4. |
| Current | Read only. The last number that the series gave. |
For example, the prefix SALES-PAY- with Start 1 and Digits 3 gives SALES-PAY-001, SALES-PAY-002, and so on.
Frappe Books does not add a dash after the prefix. The prefix INV gives INV1001. A prefix cannot contain /, ?, &, =, %, or some other special characters, such as @.
Create a Number Series
- Open a new document, such as a sales invoice.
- In the Number Series field, type the new prefix, such as
INV-. - Click Create.
- Make sure that the Reference Type is the type of the document.
- Enter the Start and the Digits, and then click Save.
Frappe Books selects the new series in this document only. To use it for all new documents, set it as the default.
You can also click New in the Number Series list, or import series with the Import Wizard.
How Documents Get a Series
A new document starts with the default series of its type. You can select a different series of the same type before you save. Frappe Books names the document when you save it for the first time, also as a draft. After that, you cannot change its series.
Set the Default Series
- Click Setup > Settings in the sidebar.
- Click Defaults.
- In the Number Series section, select the series for each document type.
- Click Save, and then click Yes to reload Frappe Books.
The setup wizard selects the default series for you. Pricing rules do not have a field here. New pricing rules use the PRLE- series. See Settings.
Change a Series
You cannot edit a series after you save it. To number new documents in a different way, create a new series and set it as the default. The documents that you saved before keep their names.
Each prefix has one counter. If you delete a series and create it again with the same prefix, the numbers continue after the last number that the prefix gave. Frappe Books then ignores a lower Start.
Batches and serial numbers do not use these series. See Batch Series and Serial Number Series.