Home / Counters

Overview

Counter is used to generate specific format sequence numbers, for invoices (e.g. IN-BR1-007, IN-BR1-008 (where different data is used from system, like broker no in the invoice, or binder UW year in the policy)), quotes, clients, policies and entities. Every counter has a template, that defines how numbers will be counted.

{info.fa-info-circle} You can only create counter templates for quotes and policies (for more information, see Create Schema), they automatically appear in the list. Templates for other modules are hardcoded.

Counters List

To access counters, click Admin on the left sidebar and from the drop down menu select Counters.

In the new page the Counters List will appear with the following columns:

Reference Number, that is automatically generated by the system.
Count From which number the counting will begin. E.g., if the number is 2, then the quote number will be 0003, etc.
Type Type to which the counter belongs. Possible options:
  • Quote
  • Invoice
  • Policy
  • Client
  • Entity
Year If specified, then counter will reset on the next year.
Template Counter template, that defines how numbers will be counted.
Is Active Status, that shows if the counter can be used or not. Possible options:
  • Active
  • Inactive
Note: Status of the counters related to quotes and policies cannot be changed.
Usage Type Defines the usage of the Reference field. Possible options:
  • Manual - the system changes the Reference field in Create Client and Create Entity view to read-only, hides the Generate Reference button and generates the reference by itself. Not applicable to the counters related to the quotes and policies.
  • Automatic - the system allows to edit the Reference field in Create Client and Create Entity view, shows the Generate Reference button and lets you to enter the reference number. Not applicable to the counters related to the quotes and policies.
  • None - the system hides the Generate Reference button, but lets you to enter the reference number.

counters list

Edit Counter

To edit the counter, hover over the three dots on the right of the row and click Edit, or click on the reference number.

edit counter

In the Edit Counter window edit the available fields. Click Save.

{info.fa-info-circle} You cannot edit the Type and Reference fields in any counter type.

edit window

{info.fa-info-circle} It is impossible to delete a counter.