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Status: 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 Angebot

    • the year

    • the account (Kostenträger):

      • Extract or add the account here:

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

    • Incremental id number

  • Format

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

    • Example: q2020-134-01

Owner

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Reviewer

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