Smart Numbering Sequences

Every business document needs a reference number. Invoices, contracts, support tickets, purchase orders — each needs an identifier that's unique, meaningful, and ideally follows a consistent format.

Generating those numbers manually is error-prone and tedious. Generating them correctly and automatically is now built into the platform.

Configurable Number Formats

Numbering sequences are configured per object type. The format definition uses composable components:

• Prefix: Static text like INV, PO, TICKET, or any string you choose
• Date components: Year (2025), year-short (25), month (11), or combinations
• Counter: Sequential number, zero-padded to a fixed width (001, 0001, etc.)
• Separator: Dashes, slashes, or nothing between components

Combine them to produce the format you need: INV-2025-001, PO/25/0042, SUPP-001.

Configurable Reset Schedule

Counters can reset on a schedule — yearly, monthly, or never. Annual reset is common for invoice numbering: the first invoice of 2026 becomes INV-2026-001 even if the last of 2025 was INV-2025-847.

Reset schedules are configured independently per object type.

Auto-Assigned on Creation

When a record is created, the number is assigned automatically. No manual entry, no checking what the last number was. The sequence is maintained reliably even if multiple records are created simultaneously — concurrent creation is handled correctly without gaps or duplicates.

Manual Override

For records where the auto-generated number isn't appropriate — importing historical data, handling exceptions — the number field can be manually overridden. The sequence continues from the highest existing number, so overrides don't interfere with subsequent auto-generation.

Reference numbers should be automatic, consistent, and meaningful. Smart numbering sequences make all three the default.