Prefix Codes

Prefix Codes

QicWorks allows for both system generated or editable customisation when it comes to your document's prefixes.

Editable naming conventions are available for your quotes, estimates, invoices, purchase orders, jobs and task numbers. 

Here you can set how you wish to see your prefix, for example:

  • Job FY23-001, JN-0123, JOBNO-0123, JN-0123 etc,
  • The number you wish to start auto counting from or,
  • Alternatively click “Yes” to the applicable checkbox to have complete customisation of your document Id’s

 When it comes to customising your document ID’s, QicWorks only restriction is that that particular document name/number can only be used once. 

Click on  Business  from the main menu, then click on Settings  . From the Account Settings menu click on  Prefix Codes .

System Generated Prefix Codes

The following image shows document prefixes within QicWorks are system generated and unable to be changed eg Timesheet, Safety Events, Picking Slip and Shift Reports to name a few.

Custom Prefix Codes

  Prefix: Set the your document prefix
B   Next Number: Set the next number you would like to auto appear on your document
C    Override: If ticked, Users will be able to override the assigned document id
D   Save and Cancel button
Make sure to click Save for your changes to apply.

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