Hi Cam - Just go to Admin > Studio > Quotes > Fields. Click on the field name quote_num and edit the setting labeled "Auto Increment Next Value".

Here's an article that will walk you through step-by-step:

Setting Starting Numbers for Quotes, Cases, and Bugs

Best regards,

Jill

*edited to include link

Hi Jill,

Thanks so much for your answer to my question.  I went in to Studio and changed the settings, but it still does not seem to work  Here are my current settings: (I saved the changes after making the change and before proceeding to test a new quote)

http://screencast.com/t/uAvCfNYZ

But here is the next quote, prepared after the settings were changed:

http://screencast.com/t/MGdQtO9Z3

As you can see, it is reverting back to the old sequence of numbers?  Any thoughts?  On a related issue, if we want to convert the quote to an invoice and change the invoice number, how is that accomplished?  (we would have many more quotes than invoices, and want to keep the invoices in sequential order as well ....but not necessarily the same number as the quote?)

Thanks so much for your help - we newbies are a pain!

Cam

Hi Jill,

Thanks so much for your answer to my question.  I went in to Studio and changed the settings, but it still does not seem to work  Here are my current settings: (I saved the changes after making the change and before proceeding to test a new quote)

http://screencast.com/t/uAvCfNYZ

But here is the next quote, prepared after the settings were changed:

http://screencast.com/t/MGdQtO9Z3

As you can see, it is reverting back to the old sequence of numbers?  Any thoughts?  On a related issue, if we want to convert the quote to an invoice and change the invoice number, how is that accomplished?  (we would have many more quotes than invoices, and want to keep the invoices in sequential order as well ....but not necessarily the same number as the quote?)

Thanks so much for your help - we newbies are a pain!

Cam

No problem! I appreciate the screenshots in your response. If you make a change in Studio that isn't getting broadcast to the application as expected (e.g., layouts, field settings) try performing a Quick Repair and Rebuild (QRR). This will clear and rebuild the database cache and usually resolves most studio-related issues.

Regarding the invoice numbers, is it the 'Print to PDF > Invoice' that you want to have unique numbers? If so, the invoice is just pulling in numbers from the Quote (and related) records to a PDF template. There may be some creative ways to do what you want, but first I need a little more information.

1. What version number and edition (pro, enterprise, etc) of Sugar are you using?
2. Please confirm whether you are referring to the invoice PDF or something else.
3. Finally, let me know if the QRR worked to resolve the Quote number issue!

Thanks

Jill