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Each document (quote, estimate, …) gets a unique identifier called offer number
The offer number consists of:
leading letter identifying the type: e.g. q “q” for quote, e “a” for estimateAngebot
the year
the account (Kostenträger):
Extract or add the account here:
Lref gdrive file url https://docs.google.com/spreadsheets/d/1gKj6X_bUyOx8zjTcrWyIjkxAAFIWMHTZ_kpraWXC3nk/edit?usp=sharing
Incremental id number
Format
<TypeLetter><Year>-<Account>-<DocumentId>
Example: q2020-134-01
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