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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
        urlhttps://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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