RockifyERP Knowledge Base
Documents, naming and customisation
27 step-by-step RockifyERP guides on documents, naming and customisation. Choose a guide to get started.
Guides in this section
- Naming seriesNaming series in RockifyERP control how documents are numbered, such as SINV-2026-00001.
- Naming settingsDocument Naming Settings in RockifyERP manage all your numbering series in one place.
- Naming rulesDocument naming rules in RockifyERP choose a series automatically based on conditions, such as the branch or company.
- Document versionsRockifyERP keeps a version history of every change to a document: who changed what, and when.
- Rename a documentRename records in RockifyERP, such as a customer or item, and every linked document updates automatically.
- Duplicate a recordCopy an existing record in RockifyERP to create a similar one quickly, such as a new item or quotation.
- Edit a submitted documentSubmitted documents in RockifyERP are locked to protect your records.
- Delete a submitted documentRockifyERP doesn't delete submitted documents directly.
- Delete and restore documentsDeleted records in RockifyERP go to Deleted Documents, where an administrator can restore them.
- See links between documentsEvery RockifyERP document shows its connections, such as the orders, deliveries, invoices and payments linked to it.
- Tree mastersSome RockifyERP masters are trees: accounts, cost centres, item groups, customer groups, territories and warehouses.
- Rename tree recordsRename a group in a RockifyERP tree, such as an item group, and its children and linked records follow.
- Set the next document numberSet the current value of a naming series in RockifyERP, for example to continue numbering from your old system.
- Company-wise naming seriesIf you run several companies, give each its own document numbering in RockifyERP.
- Add a custom fieldAdd your own fields to RockifyERP forms, such as a Vehicle Number on delivery notes.
- Customise a formCustomize Form in RockifyERP changes labels, hides fields, sets defaults and makes fields mandatory, without code.
- Document titleChoose which field appears as a document's title in RockifyERP lists and links, such as the customer name instead of the number.
- Customise workspacesCustomise RockifyERP workspaces with the shortcuts, charts and cards your team uses most.
- Control module visibilityChoose which RockifyERP modules each user sees, so menus stay relevant.
- Set default values for fieldsSet default values in RockifyERP so fields fill in automatically, such as a default warehouse or customer group.
- Fetch data from a linked recordRockifyERP can copy a value from a linked record into a field automatically, such as a customer's phone number onto a delivery note.
- Child table visibilityChoose which columns show in tables inside RockifyERP forms, such as the items table.
- List sort orderChange how a RockifyERP list is sorted, such as newest first or by customer name.
- Search by a specific fieldMake RockifyERP search a document type by extra fields, such as a customer's phone number.
- Disable rounded totalsIf you don't want invoices rounded, turn off rounded totals in RockifyERP.
- Edit a field after submissionSome fields can be changed on submitted RockifyERP documents, such as remarks or delivery details, if Allow on Submit is set.
- Options in a select fieldSelect fields in RockifyERP offer a fixed list of options.
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