This article explains how sellers can configure numbering series for Invoices, Credit Notes, and Challans using the New Series Configuration module in Easyecom.

• Financial year
• Document type
  
• Order type
• Channel (where applicable)

Default (System-Generated) Series

If no custom series is configured:

• Easyecom automatically generates a default system series
• The default series is created after the first document is generated
• Numbering starts from 1

Financial Year Handling

• At the start of a new financial year:
  • The default series is generated when the first document of the new financial year is created.

Location Handling

• The default series gets created in all existing locations separately.
• If a new child location is created later:
  • A separate default series is generated for that location
    

Default Series Logic

Series Configuration

Navigation

Account Settings > Finance Settings > Click New Series Configuration

Click on Create Series

- Old B2B View

1. Select Series Type (Invoice, Credit Note or Return Challan)
   

2. Select Financial Year

3. Select Order Type
   

1. Invoice
   
1. B2C
   
2. B2B
   
3. STN
   
4. Returnable Gatepass (RGP) (New B2B Only)
5. Non Returnable Gatepass (NGP) (New B2B Only)
6. RTV/Return to Vendor (New B2B Only)
   
2. Credit Note
1. B2C
   
2. B2B
   
3. STN
   
4. Returnable Gatepass (RGP) (New B2B Only)
   
3. Return Challan
   
1. B2B
   
2. STN
   

4. Select Channel (applicable for B2C and B2B)
   

1. Use this field to define a series specific to a particular channel.

5. Enter Series Prefix
   
   • The maximum allowed length depends on account configuration.

6. Enter Series Starting Number
   

• Use this to define the starting number of the series.
  
• The system generates document numbers starting from this value.
  
• If left blank, numbering starts from 1.
  
• The combined length of Series Prefix and Series Starting Number must not exceed 12 characters.
  
• The allowed length of the Series Starting Number depends on the prefix length.
  
• Example: If the prefix is 9 characters, the starting number can have up to 3 digits.

    7. Enter Description (Optional)

    8. Enable Auto-Continue Series if required

1. When enabled, the same series continues automatically in the next financial year.
   
2. No new series needs to be created for the new financial year.
   

    9. Click Add Series

• The system shows a preview to indicate the maximum possible sequence within this limit. (Applicable on the selected financial year)
  

Example

• Series Prefix: STN-2526-
• Series Starting Number: 100

• Maximum Possible number:999999


Result:

• First generated document number:
  STN-2526-100


• Maximum Possible document number:
  STN-2526-999999

If Series Starting Number is not entered:

• First generated document number:
  STN-2526-1

  10. Confirm by clicking I Agree and Proceed

Editing Rules

After a custom series is created:

Allowed

• Add additional channels to the same custom series
• Enable or disable Auto-Continue Series
  

Not Allowed

• Unmap an existing channel
• Map the same channel to another custom series

Series Selection Rule

• If both a default series and a custom series exist, the system always uses the custom series.
  

• Series selection is based on matching configuration parameters such as document type, order type, financial year, and channel (if configured).
  

• If a channel is selected in the series configuration, the series will be applied only when the channel matches the order.
  

• The History tab shows the creation and update logs for custom series