Documents, naming and customisation · Guide 532 of 624
Naming rules
Document naming rules in RockifyERP choose a series automatically based on conditions, such as the branch or company.
How to do it in RockifyERP
- Search for Document Naming Rule and click + Add.
- Choose the document type and the prefix.
- Add conditions, such as Branch = Kampala, and a priority.
- Save.
Tip: Naming rules remove the need for staff to choose a series.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.