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Every quote and order in the CRM gets an automatically assigned number (e.g., ORD-0042, Q-0015). Order Management lets you control exactly how those numbers look and what they start from — useful when migrating from another system or when you want numbering to match your existing invoice format.

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What you can configure

The preview updates as you type so you can see exactly what the next number will look like before saving.

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Setting up numbering

1

Open Order Management settings

Go to Settings → Order Management.
2

Set your prefix

Choose a short prefix that makes sense for your business. Common choices:
  • ORD- for orders
  • INV- if you prefer “invoice” style numbering
  • Q- or QUO- for quotes
  • Leave blank if you want numbers only
3

Set the digit padding

Padding controls the minimum number of digits. A padding of 4 means numbers run as 0001, 0042, 1000. Once numbers exceed the padding (e.g., 10000 with 4-digit padding), they simply grow longer — no numbers are skipped.
4

Set the starting number

If you’re migrating from another system, set the starting counter to continue your existing numbering sequence. For example, if your last invoice was #127, set the next number to 128.
5

Save

Save the settings. The next order or quote created will use the new format immediately.

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Resetting the counter

You can reset either counter back to 1 using the reset button.
Resetting the counter can create duplicate numbers if orders with the old sequence still exist in your workspace. Only reset the counter if you’re certain the new sequence won’t conflict — for example, at the start of a new year with a year-prefixed format like 2026-ORD-0001.

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Number format examples