To customize the quotation number prefix and enable precision numbering for your quotations, follow these steps:
- Access the Settings Menu
- Click on your profile avatar or name at the top right of the dashboard.
- Select Settings from the dropdown.
- Navigate to Quotation Settings
- On the left sidebar, click on Quotations Settings.
- Select the General Tab
- Once in the Quotation Settings, go to the General tab.
- Change the Quotation Number Prefix
- Locate the Quotation Number Prefix input field.
- Enter the desired prefix (e.g., “Quo-“) for your quotations. This prefix will be prepended to all generated quotation numbers.
- Enable Quotation Number Precision
- Toggle the Quotation Number Precision switch to enable precision numbering. When enabled, this option ensures that your quotation numbers follow a precise and consistent format.
- Save Changes
- After setting your desired prefix and enabling the precision option, click the Save Changes button to apply the new settings.
These settings allow you to standardize your quotation numbers with a specific prefix and a precise numbering format, making your quotations more organized and easier to track.
