About Prefixes

You can access the Prefixes page via Settings | Prefixes. Before you start your transactions in Unleashed, you can nominate both the order number prefixes and start numbers for your transaction. Unleashed is an auditable system, which requires a unique transaction number for every transaction that occurs.  Unleashed require that each transaction has a prefix and a start number to coincide with it.  Prior to using the transactions in Unleashed, you can nominate the prefix and numbering sequence as desired.  For example, a purchase order could have the prefix PO and the start number of 001. All prefixes are editable. 

We recommend using short codes, which relate to the transaction e.g PO for purchase order or SI for sales invoice. These codes will display at the front of all unique numbers generated by Unleashed for each transaction. Both Prefixes and Start Numbers can only be setup once to protect your data.

How to set up Prefixes

Before you start your transactions in Unleashed, you can nominate both the order number prefixes and start numbers for your transactions (i.e. you may want your sales order numbers to start with INV as a prefix and 00564 as a number).

To set-up the prefix and numbers used for the unique code given to all your transactions in Unleashed; 

1. Go to the Prefixes page via Settings | System | Prefixes menu.
2. We recommend using short codes which relate to the transaction (e.g. PO for Purchase Order or SI for Sales Order).
3. These codes will display at the front of all the unique numbers generated by Unleashed for each transaction. Both Prefixes and Start Numbers can only be setup once to protect your data. Once you have entered the required prefixes and numbers click on the Save button.

You cannot update any prefixes, once you start transactions in Unleashed.

Prefix field descriptions

Purchase Order Prefix: Indicates that the transaction is a purchase order.
Next Purchase Order Number: Indicates what the start number is for the next purchase.
Sales Order Prefix: Indicates that the transaction is a sales order.
Next Sales Order Prefix: Indicates what the start number is for the next sales order.
Credit Note Prefix: Indicates that the transaction is a credit note.  Normally linked to a sales order when going through Xero.
Next Credit Note Prefix: Indicates what the start number is for the credit note.
Stock Adjustment Prefix: Indicates that the transaction is a stock adjustment.
Next Stock Adjustment Number: Indicates what the start number is for the next stock adjustment number.
Transfer Order Prefix: Indicates that the transaction is a warehouse transfer order.
Next Transfer Order Number: Indicates what the start number is for the next transfer order.
Assembly Prefix: Indicates that the transaction is an assembled item.
Next Assembly Number: Indicates what the start number is for the next assembly number.
Stock Take Prefix: Indicates that the transaction is a stock take.
Next Stock Take Number: Indicates what the start number is for the next stock take.
Supplier Return Prefix: Indicates that the transaction is a supplier return.
Next Supplier Return Number: Indicates what the start number is for the next supplier return number.
Sales Shipment Prefix: Indicates that the transaction is a sales shipment, part of the back-ordering function.
Next Sales Shipment Prefix: Indicates what the start number is for the next sales shipment.

Prefixes video tutorial