These presets provide flexibility in customizing document numbering.
The API resources overview / Organization Sales Setup includes two fields to define the default presets: one for invoices and another for credit notes.
OperationalNumberPresetText
Quick Links
Accounts Accounting Entries Products Customers Sales quotes Sales invoices Suppliers Purchase invoices| HTTP | Operation | Type | Object |
|---|---|---|---|
| Query | operationalNumberPresetTexts filtered by id Why? |
||
| Query | operationalNumberPresetTexts |
Description
Represents the Operational Number Preset Texts in the API context, used for defining numbering prefixes for different types of sales documents.
These presets provide flexibility in customizing document numbering.
These presets provide flexibility in customizing document numbering.
Header
| Key | Value |
|---|---|
Authorization |
Bearer Current access Token How to find? |
X-TenantId |
Current tenant id How to find? |
X-OrganizationId |
Current organization Id How to find? |
x-api-key |
Primary or secondary subscription key of your app How to find? |
operationalNumberPresetTexts
| Fields | Type | Description |
|---|---|---|
| id | UUID | Id |
| creationDate | DateTime | Creation date |
| modificationDate | DateTime | Modification date |
| description | String | Description of the preset text |
| isDefault | Boolean | Indicates if it is the default preset |
| operation | String | Operation type related to the preset |
| presetText | String | Preset text |
Info
- Description:
Provides details about the operational number preset text. - Is Default:
Indicates that this preset will be the default prefix proposed when creating a document of the type specified in Operation, such as Quote, Order, Delivery Note, or Invoice. - Operation:
Specifies the type of operation associated with this preset, such as Quote, Order, Delivery Note or Invoice. - Preset Text:
Defines the predefined text or prefix applied to operational numbers.