{"id":45136,"date":"2025-01-31T16:57:24","date_gmt":"2025-01-31T09:57:24","guid":{"rendered":"https:\/\/zortout.com\/?post_type=docs&p=45136"},"modified":"2025-02-18T00:19:04","modified_gmt":"2025-02-17T17:19:04","password":"","slug":"how-to-set-up-prefixes-for-users","status":"publish","type":"docs","link":"https:\/\/zortout.com\/en\/docs\/how-to-set-up-prefixes-for-users","title":{"rendered":"How to Set Up Prefixes for Users"},"content":{"rendered":"

Setting up entry prefixes allows you to configure the starting characters for purchase and sales order numbers. For example, a sales order number might appear as SO-202401001, where “SO” is the prefix. You can also assign prefixes based on users, which is useful for differentiating sales numbers by user or branch. Follow these steps to set up prefixes:<\/span><\/p>\n

Example<\/span><\/strong><\/p>\n

1. If you set the sales order prefix to “SO” in the \u201cDocument Settings\u201d menu, the system will generate sales orders with numbers like \u201cSO-202401001.\u201d<\/span><\/p>\n

2. If you set the sales order prefix to “SO” and assign “SO-USER1” to User 1, then User 1 will have sales order numbers like \u201cSO-USER1-202401001.\u201d Other users will have numbers like \u201cSO-202401001.\u201d<\/span><\/p>\n

How to Set Up Prefixes<\/span><\/strong><\/p>\n

1. Go to the \u201cSettings\u201d menu and select \u201cUsers.\u201d<\/span><\/p>\n

2. Click on the name of the user you want to configure.<\/span><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

3. Click \u201cEdit\u201d to modify the prefix settings.<\/span><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

4. Input the desired prefix for the entry. For example, if you are setting a prefix for sales orders, enter it accordingly.<\/span><\/p>\n

5. Click \u201cSave\u201d to apply the new prefix settings.<\/span><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

6. When creating a new sales order, the system will apply the prefix settings as configured.<\/span><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

By following these steps, you can efficiently manage and differentiate entry numbers based on users or branches, making your tracking and reporting more organized.<\/span><\/p>\n

 <\/p>\n

If you are interested in utilizing our comprehensive store management system,<\/span><\/p>\n

we encourage you to reach out for further information. <\/span><\/p>\n

Please do not hesitate to contact us at:<\/span><\/p>\n

\n

Phone: 02-026-6423<\/span><\/p>\n

Email: support@zortout.com<\/a><\/span><\/p>\n

LINE: @zort<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Setting up entry prefixes allows you to configure the starting characters for purchase and sales order numbers. For example, a sales order number might appear as SO-202401001, where “SO” is the prefix. You can also assign prefixes based on users, which is useful for differentiating sales numbers by user or branch. Follow these steps to […]<\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[],"doc_tag":[],"class_list":["post-45136","docs","type-docs","status-publish","hentry"],"acf":[],"year_month":"2026-04","word_count":259,"total_views":"270","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"author_nicename":"kritsanee","author_url":"https:\/\/zortout.com\/en\/blog\/author\/kritsanee"},"doc_category_info":[],"doc_tag_info":[],"author_list":[{"ID":"20","user_login":"Bell","display_name":"Bell","id":"20"},{"ID":"60","user_login":"Chaaim","display_name":"Chaaim","id":"60"},{"ID":"8","user_login":"deeboon","display_name":"deeboon","id":"8"},{"ID":"6","user_login":"Fluke","display_name":"Fluke","id":"6"},{"ID":"1","user_login":"gae","display_name":"gae","id":"1"},{"ID":"17","user_login":"Green","display_name":"Green","id":"17"},{"ID":"7","user_login":"kim","display_name":"kim","id":"7"},{"ID":"28","user_login":"Kritsanee","display_name":"kritsanee","id":"28"},{"ID":"2","user_login":"maad","display_name":"Maad","id":"2"},{"ID":"11","user_login":"Moo","display_name":"Moo","id":"11"},{"ID":"4","user_login":"nan","display_name":"Nan","id":"4"},{"ID":"61","user_login":"new","display_name":"new","id":"61"},{"ID":"27","user_login":"newwebsite","display_name":"top","id":"27"},{"ID":"26","user_login":"nine","display_name":"nine","id":"26"},{"ID":"10","user_login":"or","display_name":"or","id":"10"},{"ID":"25","user_login":"Pang","display_name":"Pang","id":"25"},{"ID":"62","user_login":"Ppraserts","display_name":"Ppraserts","id":"62"},{"ID":"5","user_login":"puk","display_name":"Puk","id":"5"},{"ID":"15","user_login":"Ruja","display_name":"Ruja","id":"15"},{"ID":"63","user_login":"Sahaphop","display_name":"Sahaphop","id":"63"},{"ID":"19","user_login":"Serbpong","display_name":"Serb Pong","id":"19"},{"ID":"9","user_login":"Top","display_name":"Top","id":"9"},{"ID":"58","user_login":"worawit","display_name":"worawit","id":"58"}],"knowledge_base_info":[],"knowledge_base_slug":[],"yoast_head":"\nHow to Set Up Prefixes for Users - ZORT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/zortout.com\/en\/docs\/how-to-set-up-prefixes-for-users\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Up Prefixes for Users\" \/>\n<meta property=\"og:description\" content=\"Setting up entry prefixes allows you to configure the starting characters for purchase and sales order numbers. 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