Genny Stevens on Dec 1, 2014 1:00:00 AM
WorkflowMax has automatic number sequencing for jobs, quotes, invoices, and purchase orders. You can change the sequences to match your existing number series, or manually enter job numbers each time you create a new job. This video also shows you how to manage the job number sequences when you import jobs.
Although WorkflowMax automatically generates numbers for jobs, invoices, purchase orders, and quotes, you can over-ride this, either manually or through the import process.
We’ll look here at how to: change the number sequence, how to set up so you can manually enter your own job numbers each time, and how to manage number sequencing when importing jobs or quotes.
For further details, go to the Editing organisation number sequences topic in the WorkflowMax help centre.
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