Learn in this article how to configure the numbering line of your documents
How to get there
- Click on the Control menu, in the upper right corner
- Select Import
- Pulse on Other
- Select the Document Number Updater template
Updating the document numbering line in bulk
If there has been a jump in numbering or if you simply need to edit the numbering of several documents at the same time, Holded allows you to modify this information massively through a csv/Excel template.
1. Download the template
- In the pop-up window, click on the Download a sample csv/Excel file button
- Open the document you've just downloaded to start working with it
You can always make a copy of the template to work on it and leave the original intact.
2. Complete the template
Once you have completed the template fields, do not forget to save the spreadsheet in Excel or CSV format to be able to import the information correctly.
Fill in the fields indicated below. The required fields are marked with an asterisk (*):
Indicate the type of document you need to modify. It is mandatory that the elements in this field are in English and that they respect the following nomenclature, depending on the type of document you want to modify:
salesreceipt (corresponds to Ticket)
estimate (corresponds to Quote)
salesorder (corresponds to Sale order)
proform (corresponds to Pro forma)
purchase (corresponds to Purchase invoices)
creditnote (corresponds to Credit note)
purchaserefund (corresponds to Purchase refubd)
|Current Number*||Include the current number of your document as it is registered in Holded|
|Final Number*||Write the new updated number of the document|
To avoid to manually insert all the numbers, we encourage you to first export the list with the documents you need to modify. Once executed this step, simply copy and paste the corresponding numbering into the Current Number column of the update template and include the new numbering in the Final Number column.
3. Upload the template information to Holded
- From Import, go to Other
- Select Document Number Updater
- Hit the button Add file
- Select the spreadsheet or template you have previously saved
- Confirm the action