Order settings: order number and file name
Admin
Instruction
Difficulty level: Intermediate
Configuration - Modules - Order settings
This section only applies if the module CRM is active.
In the order settings you decide what order numbers and file names of order documents look like. Set this up before you create the first order: the start number cannot be changed afterwards.
Go to Configuration > Modules > Order settings. You need the right menu_confmod_order for this.
The settings
| Setting | What it does |
|---|---|
| Order number format | How the order number is built, using the codes in the table below. The format must contain {KEY} (the sequence number). Without {KEY} an order only gets the bare sequence number. |
| Order start number | The first sequence number. Can only be changed as long as there are no orders yet. |
| Order filename format | The file name of a saved order document (pdf), for example {ORDER_NUMBER}-{TEMPLATE}. |
| Customer Account Code / Ledger Account sign | Only visible if you have the administration module. These values are put on the total line of each block. See also How do order lines, totals, discount and VAT work?. |
| Use block status | Gives each block its own status (new, open, processing, deliver, delivered, archive). Useful for partial deliveries, for example when an order consists of several events that you handle separately. |
Codes for order number and file name
| Code | Meaning |
|---|---|
{KEY} | The sequence number. With {KEY5} it is padded with leading zeros to 5 digits (00042). |
{YEAR4} / {YEAR2} / {YEAR1} | Year in 4, 2 or 1 digit(s): 2026, 26, 6 |
{MONTH} / {DAY} | Month and day |
{CUST_ID} / {COMP_ID} | Number of the customer or company |
{ORDER_NUMBER} | File name only: the order number |
{TEMPLATE} | File name only: the name of the template used, for example Quotation |
{OUTPUT_DESC} | File name only: the description of the order output |
Example: with QUO{YEAR4}-{KEY4} you get order numbers like QUO2026-0001, QUO2026-0002. With file name {ORDER_NUMBER} {TEMPLATE} the pdf is called QUO2026-0001 Quotation.pdf.
The sequence number runs per licence. If you work with sub-licences (for example per location or legal entity), each sub-licence has its own number range.
Accidentally created an order with the wrong number? The action Generate order number gives the order the next number. You need the right action_order_regenerate_number for this.
