How to Manage Sequence Settings in BytePhase

By Published On: July 27th, 2023Categories: Features, Tips & Tricks0.8 min read
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How to manage sequence settings in BytePhase — step-by-step guide

Step-by-Step Process

  • Login to the BytePhase portal then click on a business logo
  • Then Click on  Business Settings ->Sequence Settings
BytePhase Business Settings menu with the Sequence Settings option
  • After clicking on Sequence Setting, a window will appear with options to change the sequence number for the Job-sheet, Job Invoice, Quotation, Sale, and Purchase
BytePhase Sequence Settings window listing Job Sheet, Job Invoice, Quotation, Sale, and Purchase numbering
  • Clicking on the Edit button of any item allows you to modify its Prefix and Starting Number
  • Here you can see how sequence number appears on Job sheet
Editing the prefix and starting number for a document sequence in BytePhase
  • In addition, you can conveniently check the sequence number of all remaining documents.

Bytephase’s sequence setting feature ensures that your documents are generated logically and sequentially, preventing duplication or confusion. It improves your business operations by promoting efficiency and organization.

Great job!

You’ve successfully learned how to manage Sequence Settings in the BytePhase CRM.

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Vishwajit Sayambar

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