Numbering

Module: Settings · For: Carrier users · Page address: /carrier-portal/settings/numbering

How to get there

Settings → Numbering

Who can use this page

Needs: No module permission: every signed-in member of the company can open it.

Seat	Can open it
Owner / Admin	Yes
Manager	No
User	No

Actions on this page and the permission each needs

Action	Permission	Notes
Save the Opportunity series	Any signed-in member	Manage also grants it
Save the Quote series	Any signed-in member	Manage also grants it
Save the Trip series	Any signed-in member	Manage also grants it
Export 10 rows to CSV	Any signed-in member	Manage also grants it

What this page tells you

Each record type has a fixed prefix. Choose the number its series starts from — up to five digits, for example 00001 or 10001. The platform issues the numbers in order and never reuses one. A series is saved once and then locked. Given to each sales opportunity you create. Set automatically from your existing records, continuing at OPP-00011. Confirm or change once.

What you see

• Record numbers
• Opportunity numbers
• Quote numbers
• Trip numbers
• Number log

Table columns

Number · Status · Record · Taken By · Taken On · Closed On

Tab: First page

Tab: Previous page

Tab: Page 1

Tab: Next page

Tab: Last page 1

What you can do

• How this works
• Save the Opportunity series
• Save the Quote series
• Save the Trip series
• Filters
• Export 10 rows to CSV
• Number
• Status
• Taken by
• Taken on

Fields

Field	Required	Type	Example
Starting number	Yes	textbox	00011
Opportunities	No	radio
Quotes	No	radio
Trips	No	radio
Status	No	combobox	Any status

Loading, empty and error states

Dropdown-Status state

Error state

Loading state

Tooltip state

Last updated 2026-10-27