Transaction Number Series

The transactions that are created in Vikra Seller are numbered by a default transaction series. For example, the first sales order that is created is SO-00001, and the second one will be S0-00002 and so on.

Scenario : Raj owns multiple grocery stores across India. To track sales across these stores, he uses a custom prefix for each location. For his Chennai store, he uses ‘CHN’ as the Sales Order prefix. Similarly, he uses ‘MAH’ as the Sales Order prefix for his Maharashtra store, and so on. This system helps him track and identify sales orders based on the respective stores.

Add Transaction Series

Sometimes, you will not want to go with the default transactions numbers. You can configure store specific custom series for invoices and sales orders. Here’s how:

  • Click the gear icon in the top right corner of the page.
  • Click Transaction Number Series.
  • Click + New.
  • Enter a series name.
  • Select the stores in which you want the series to be applied.
  • Enter a Prefix.
  • Enter a Starting Number.
  • Click Save.

Insight: If you have more than one GSTIN, it is important that the transaction series is unique for each GSTIN.

Delete Transaction Series

To delete a transaction series you’ve created:

  • Go to Settings.
  • Click Transaction Number Series.
  • Hover over the transaction series you want to delete.
  • Click the down arrow icon.
  • Click Delete.