Offer Numbers

Status: 

Status
colour

Green title LIVE

Offer Numbers

• Each document (quote, estimate, …) gets a unique identifier called offer number

• The offer number consists of:

  • leading letter identifying the type: e.g. “q” for quote, “a” for Angebotalways use “a” as a leading character.

  • the year

  • the account profit center (Kostenträger):

    • Extract or add the account here:

      Lref gdrive file
      url https://docs.google.com/spreadsheets/d/1gKj6X_bUyOx8zjTcrWyIjkxAAFIWMHTZ_kpraWXC3nk/edit?usp=sharing

    • Each project (not the client) gets a unique account number

    • For more info about profit center see Profit Centers

  • Incremental id number

• Format

  • <TypeLetter><Year>a<Year>-<Account><ProfitCenter>-<DocumentId>

  • Example: q2020a2020-134-01.