Project Numbers

Learn more about customizing the number system used on your client and supplier-facing forms.

On this page

Setting your project numbers

Prefix purchase order with project number

Next order number

Changing your project numbers

FAQ

Setting project numbers

Project numbers are unique identifiers used on all of your documents. 

There are four different types of project numbers:

• Next project #
• Next presentation #
• Next order # (shared by estimates, sales orders, and invoice)
• Next purchase order #

To set your project numbers:

1. Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
2. Click the Setup section
3. Click the Project Numbers tab on the pop-up window
4. Click into the form type you'd like to set a number series for
5. Enter your project number 
6. Click Done

Once set, the project numbers continue to climb in ascending order.

[Back to top]

Prefix purchase order with project number

This option enables you to add the project number as a prefix on each purchase order to simplify communications between your suppliers and decorators. 

To change this preference:

1. Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
2. Click the Setup section
3. Click the Project Numbers tab on the pop-up window
4. Check the Prefix purchase order with project number box to enable the feature

Next order number

The next order # is shared between your team's estimates, sales orders, and invoices, which means it will export to your accounting platform. The best practice is to set your next order # to a higher number series than what you're currently using, so there is no risk of duplication (i.e., if your accounting platform's next invoice number is 5000, start your next order # at 10,000).

[Back to top]

Changing your project numbers

You can increase your project numbers anytime you need, but you cannot decrease them afterward because that may create duplicate document numbers.

Project numbers help avoid duplicate document numbers and will not allow you to use the same number more than once for the same form type. For example, two purchase orders cannot have the same PO number, but a purchase order and a presentation could have the same number because they are different form types.

[Back to top]

FAQ

• Can I use letters, numbers, and symbols?
• Can I change the number used on a specific order/PO/invoice?

Can I use letters, numbers, and symbols?

Project numbers are numeric and cannot contain letters or symbols. If you'd like to space out the project number to include the current year, try using a starting number like 2100001 (21 represents the year; the 0s give you a buffer to create thousands of forms within that year).

Can I change the number used on a specific order/PO/invoice?

The project numbers are generated based on the number series, so there's no way to change the number used on a specific form. 

[Back to top]