Customize Order Number Generation

ToolWorks lets to customize order number generation based on your needs. This guide will walk you through step-by-step actions for customizing order number generation.

There are several options to customize order number generation:

Based On Date

Order number will be generated based on date. For example, if today is 19th of August 2024 at 8:01 AM, order number will be 24232-080101-123. This number is guaranteed to be unique as it incorporates date and time down to the micro seconds. It also makes it easy to compare and sort order numbers based on date.

Based On User

Order Number will be generated based on user. So for bob@example.com, order number will be of format bob-123 where 123 is the last order number generated by bob + 1. This is useful if you want to keep track of order numbers for different users separately.

Based On Tool Store

Order Number will be generated based on Tool Store Name. So for CompanyHQ, order number will be COMPANYHQ-123, where 123 is the last order number generated by for tool store CompanyHQ + 1. This is useful if you want to keep track of order numbers for different tool stores separately.

Based on Custom Order Prefix

Order number will be generated based on custom order prefix that you can set for a tool store. It can be same for entire project or for particular tool store. For example, if you have order prefix "WhiteWaters" and order number is 123, then order number will be WhiteWaters-123. You can also make it dynamic by incorporating ${orderType}. At run time, order type will be replaced by 2 char type of order. Please note that is feature is only available for Enterprise customers.

Steps

Click Setting ⚙ on top bar and then click Configuration
Ensure Auto Generate Order Number and Auto Generate Transfer Number is checked
For Generate Order Number based on, select "Custom" (or other options as per your requirement)
For "Generate Transfer Number based on", select "Custom" (or other options as per your requirement)
Click Update and then Cancel
Navigate to Location tab
Select a Location
Enter custom prefix under "Order Number Prefix" field
Click Save