1. Kladana
  2. How Kladana Works
  3. Transactions

Set up transaction numbering

When you create a new transaction, Kladana automatically assigns it a number when saving. Each transaction type has a separate numbering that, by default, starts from 0001 and resets at the start of a new year.

Change the numbering sequence

  1. Click on the user icon and select Settings → Account Settings.
  2. Select the numbering cycle from the following variants:
    • Start new numbering with the beginning of a new year. At the end of the year, numbering restarts from the initial number.
    • Do not start new numbering, continue from the previous year. Numbering continues without a reset.
  3. Click Save.

Transaction numbers formatting

You can add your own letter prefixes to transaction numbering. Each transaction type can have a different prefix so you can quickly define what transaction it is by its number.

  1. In the Kladana workspace, select a transaction section you want to customize the numbering format in.
  2. Create a transaction.
  3. In the transaction No. field, specify the prefix and the start number (for example, CORD-0001).
  4. Click Save.

The transaction numbering restarts from the specified number. Transactions created after it will automatically have numbers that continue this sequence.

Set separate numbering for each company

If you manage several companies, you may need to assign separate numbers of transactions related to each company.

  1. In the Kladana workspace, select an appropriate transaction section (Sales Order e.g.).
  2. Click Frame_1-4.png.
  3. Select the Independent numeration of transactions for legal entities checkbox.
  4. Click Save.

By default, the app will assign the same number sequence for companies. You can make sequences different by adding prefixes denoting each company.