Only Allow Computer Generated Invoices and Quotes - System Option

>Utilities>System Options>Order Entry>Order Entry

Category-Configuration

Type- Can be Global, Assigned or User

Answering Yes to this option prevents manually entering a customer invoice number.  This will cause the browse search to default to the CG Order Number Tab with CG prefilled in the search field. With the option set to No, both manual and computer generated numbers can be used. This will cause the browse search to default to the Order Number Tab.  

If pre-printed invoices are used, do not answer yes to this option.

Using Pre-Numbered Orders:

The computer will verify that the number entered has not been previously used.  This number comes from the actual order that was used by the salesperson.  In many cases a company may use pre-printed contracts or orders that are already numbered.  This is often the case where sales personnel take these contracts or invoices with them to a job site and consummate a sale on location.  Having pre-printed and pre-numbered orders gives management tighter control on what has been done.

Using Computer Generated Orders:

Pressing F8 at the Order Number field will produce a computer generated order number.  Many users may want to produce an order number at point of sale or as the information is entered into the computer.  The format of the number will be "CG100123".  Each new number will be in sequence for a given calendar year.  There may be up to 99,999 different orders entered for any one year before the system begins to repeat numbers.  The format for the computer-generated number is as follows:  "CG" means computer generated. That sequence of letters cannot be used with a manually entered order number.  The first digit following "CG" represents the year of the decade.  The sequence this is from 00001 to 99999.