Creating a sequence
Adding a sequence to Accelerate is an easy way to keep track of your deals and progress. The sequence feature allows you to assign an individual number to each quote increasing each time - making it easy to find items in a logical order. A common example of this is an invoice number.
Note: Due to technical reasons, to do with concurrency in clustered databases a sequence is not guaranteed to be gap free, they are just guaranteed to be unique.
To start, head over to the 'Settings' tab, scroll to the 'Sequences' section and click 'Add Sequence'.
Here you can add the description, the starting point of the sequence. Enter the number you want for your sequence. Once you hit save the sequence will be ready to go!
Using a sequence
Now You can find available sequences within any quote or order. To assign the sequence scroll to 'Sequence Value' within any quote and hit the 'Assign Sequence' button.
Warning: Make sure user has appropriate access in order to assign sequences. In order to do this, go into settings > user > select relevant user > tick the 'Seq. Assign'. Then you are all ready to assign sequences!
Once assigned you can search for the quote in any screen by typing the sequence value!
Note: Special case sequences are case sensitive - e.g. you must create them as Invoice Number not ‘INVOICE NUMBER’ or ‘invoice number’ or ‘Invoice number’.