Production Set-Up

Document Series: Once a document series is created for any type, the number will automatically increment by 1 each time new data is added.

1. Click on Create: Start by clicking the "Create" button to begin adding a new document series.

2. Name: Enter the name of the document series in the provided field.

3. Type: Select the type of document series from the available options.

4. Prefix: Enter the desired prefix for the document series.

5. Number: Enter the number that will follow the prefix in the document series.

Store:

1. Name: Enter the name of the store in the provided field.

2. Type: Select the type of store from the available options.

3. Work Address: Choose the work address from the dropdown list.

Routing:

1. Name: Enter the name for the route.

2. Description: Enter a brief description of the route.