Voucher Numbering Rules

Voucher Numbering Rules define the format and sequence of voucher numbers for various channels such as Ecommerce, POS, Agent App, and Shopify.
It helps maintain unique and organized numbering across branches and business operations.

Back Office → Settings → Account → Voucher Numbering Rules

Step 1: Access Voucher Numbering Rules

  1. Go to the Settings section in the Back Office menu.
  2. Select the Account tab under Settings.
  3. Click on Voucher Numbering Rules.
  4. The list view displays:
    • Created On
    • Template
    • Branch
    • Channel
    • Action (Edit/Delete)

📌 Note:
For e-Invoice generation, the voucher numbering must be 16 characters or fewer.
If the voucher number exceeds 16+ characters, the system cannot generate e-Invoice.

✔ Ensure your voucher sequence is properly configured before creating invoices.

Step 2: Create a New Voucher Rule

  1. Click the ➕ Create Voucher Rule button on the top-right corner.
  2. Fill out the following fields carefully:
Field Description
Template Define your voucher pattern. Example: Shopify-SO-<RollingNumber>-SY
User Assign a specific user (optional).
Branch Choose the applicable branch like Delhi NCR, Mumbai, Gurugram.
Channel Select the channel such as POS, Ecart App, Shopify.
Customer Group Specify a customer group if needed.
Priority Lower number = higher rule priority.
Order Types Select order types (ECommerce, POS, Purchase, etc.).
Voucher Numbering Rules

Step 3: Configure Rolling Number

In this section, you define how voucher numbers will increase automatically.

Setting Description Example
Number Starting number in the sequence. 1
Total Length Defines the total characters in voucher number. 5
Padding Character The character used to fill empty spaces. H
Padding Position 0 = Left padding, 1 = Right padding. 0
Preview Displays generated voucher format. HHHHH1

Step 4: Save and Apply

  1. Once all details are filled, click 💾 Save.
  2. The voucher numbering rule will be applied for the selected Branch, Channel, and Order Type.

Example Setup

Template: Shopify-SO-<RollingNumber>-SY
Branch: Delhi NCR
Channel: Shopify
Order Types: ECommerce, POS
Rolling Number:

  • Start: 1
  • Total Length: 5
  • Padding Character: H
  • Padding Position: 0

Resulting Vouchers: Shopify-SO-HHHH1-SY Shopify-SO-HHHH2-SY Shopify-SO-HHHH3-SY