Adjust the customer number
The InLoox options provide various possibilities to edit the customer number. In the customer number area you also can define the rules for the number format.
Article content
Adjust a customer number
1. Open the InLoox options by clicking on File in the left corner. Afterwards click on the InLoox options button
2. Select General Options, click on Customers and then on Customer Number.
3. Individually edit the customer number:
- Prefix = Project number is displayed as a preceding character string.
- Sequence number = Project number is automatically continued.
- Suffix = Project number is displayed as a following character string.
For the number setting you need a least a prefix or a sequence number. You can combine a prefix or a suffix with a sequence number.
4. Click on OK or Apply to save your changes.
Mode description for prefix and suffix
|
Mode |
Data type and significance |
|---|---|
|
Any text |
Any changeable character string of any length. |
|
Fix text |
Any character string of any length, which cannot be changed, e.g. the word project. |
|
Regular expression |
To define the format of the customer number insert a Regular expression and a Default. Please note the format rules, for more information see: Change the number format. |
Examples of common formats
|
Example |
Configuration |
|---|---|
|
Four-digit year combined with sequence number (e.g. "2016-008")
components:
|
Prefix:
Sequence number: Digits: 3
Suffix: none |
|
Sequence number with country code
components:
|
Prefix: none
Sequence number: Digits: 5
Suffix:
|
|
Simple sequence number
|
Prefix: none
Sequence number: Digits : 6
Suffix: none |
|
Free format |
Prefix: any text
Sequence number: none
Suffix: none |
Effects of changing the number format:
- New projects are created automatically with numbers in the new format.
- Existing projects retain their old numbers.
- A once assigned sequence number cannot be used again.