Inventory Management - FAQ | Zoho CRM

Can I change the autonumber field for quotes and invoices?

No, you cannot change the auto number field for quotes and invoices. However, you can create your own auto number field and hide the Quote Number and Invoice Number fields. You can use the custom field that you create in the quotes or invoice email template. See Also Inventory Templates

To create auto number field for a given module,
  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields > Modules.
  3. Choose the Module that you want.
  4. If the module has multiple layouts, click Layout.
  5. In the Layout page, drag and drop the auto-number field. Update the numbers/values that you want in that field.
  6. Click Save Layout.
Note: The auto number field is hidden when you create or edit a record.

Here is a screenshot of the Auto Number field for Quotes. You can follow these steps for Invoices as well.



To hide fields
  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Customization > Modules and Fields > Modules.
  3. Choose the relevant module and click Layout.
  4. In the Layout page, hover the mouse over the field which you want to hide.
  5. Click on the Settings (gear icon)  on the right hand side of the field.
  6. Click Module Permission and set the necessary permission by selecting the profiles that should have access to the module.
  7. Select Don't Show for the fields that you want to hide from a specific user's profile. 
          
         8. Click Save.

Note: Those fields which have been defined as mandatory by the system can't be hidden.

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