Sequence Number

This video provides an essential guide to managing Sequence Numbers in Odoo 18, demonstrating how to customize the naming conventions for documents like Sales Orders and Invoices to maintain organized and professional records.

Customizing Sequence Numbers in Odoo 18

• Concept of Sequence Numbers: The video introduces sequence numbers as the unique identifiers for every transaction in Odoo. Customizing these allows businesses to follow specific internal naming standards for their documents.
• Accessing Sequence Settings: To modify these numbers, the narrator navigates to Settings > Technical > Sequences & Identifiers > Sequences. This area serves as the control center for all document numbering.
• Defining the Prefix and Suffix: The video demonstrates how to set a custom Prefix (e.g., “SO” for Sales Orders) and a Suffix. This ensures that every new document generated follows the exact alphanumeric format your business requires.
• Adjusting Sequence Size: The narrator shows how to configure the Sequence Size, which determines the number of digits used (e.g., 0001 vs 00001). This helps in planning for long-term scalability as your order volume grows.
• Step and Next Number: A key feature shown is the ability to set the Step (the increment value) and the Next Number. This is particularly useful if you are migrating from another system and want to continue your numbering where you left off.
• Implementation in Sales: The demonstration shows the immediate effect of these changes. When a new Sales Order is created, the system automatically assigns the next number in the newly defined sequence.
• Business Organization: By mastering sequence numbers, businesses can ensure that their records are easy to search, audit, and track across different departments like Sales, Accounting, and Inventory.