Each order created in wflow.com must have a assigned number serie, which is used to generate the order number.

Therefore, you must have at least one number serie to place an order.

On the left side of the screen, go to Registers administration, subsection "Automatic document numbering - Sequences".

Using the “Add” button you will summon a dialog box to add a new order settings.

Enter any description and make the document kind "Order". We will explain the other fields using a practical example:

If you need to achieve the number series: ORD20220007.

1. ORD20220007 In the fixed part field, insert ORD2022. The position can be on the left or right side.

2. ORD20220007 In the alignment field, you will enter the digit 4. The alignment is to 4 zeros.

3. ORD20220007 In the counter field, type the digit 6. This lets the system know that the next order is to be entered as the seventh order in the queue because number 6 is already taken.

Use this if you need to continue in a number series that you have already used outside of the wflow.com system. If you are setting up a new number line, enter "0" in the Counter field. The number series will then start with number one.

We also recommend that you transfer the partner dialer to wflow.com before placing an order. You always have the option to add a new record to the dial when you are working on the order. However, you can import your existing supplier database into wflow.com to make your work more efficient. This is either done by automatic import from your ERP system linked to wflow.

Or in the Registers administration, subsection Partners, export the partners table from wflow.com (even if it should be empty). This will give you the column structure/layout, i.e. the format into which you will transfer the data from your database. Once you have transferred the data to the table, you can upload the table to wflow.com by the "import" button.

Tip: We recommend exporting a table from wflow.com with at least one record that you have manually created in wflow.com previously. You will then have a practical example of how the data in the table are organised This makes it easier to navigate the columns.

You will also need to fill in the company details, these will be displayed in the order as customer details. Go to Settings > Organization Profile.

The email address is essential. It is the address from which the orders will be sent when they are e-mailed to the supplier.

Let's stay in the Settings > Organization profile section for a while. Here you can also define the behaviour of issued orders or received invoices to issued orders.

The wflow.com system allows you to automatically match orders to received invoices. The following must match: order number, supplier (by ID number or VAT number) and amount. The order must be in the "Delivered" status).

Also set an amount tolerance for matching orders to received invoices.