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title: "Document Series & Types"
canonical: "https://wiki.soft1.eu/space/SS5EN/1025409025/Document%20Series%20%26%20Types"
format: markdown
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Document Series  in SOFT1 ERP is a way to organize a company's Documents,  e.g. invoices, orders, etc.  Each Series has specific characteristics, such as the numbering and printing of the Document, while the Type lies in parameters. Document Type  defines which transactions will be created,  e.g. stock/accounts/debits-credits updates etc.  It also sets the quantity and value data  suggested for the items and/or services inserted in the Document. Note that: Link Series to Type:  When creating or selecting a Document Series, it should be linked to a Type. When selecting a Series in the Document, the corresponding Type is automatically selected in the Document.  Link One Type to many Series : A Document Type can be linked to several Series, enabling easy management of different Documents for various categories or sectors of your business  (e.g. branches or B2B customers) . This offers flexibility, as one Type can serve various needs  (e.g. Documents for different branches or types of customers) . For example, if your business needs to manage 20 different Delivery Note Series, instead of designing 20 different Document Types, you can create a single Document Type  (e.g. Delivery Note)  and link it to 20 Series. Design : Series have the same design in all modules  (e.g. Sales, Purchases, etc.) , while Types are different in some of them. Parameters are set: by clicking on the Document Series or Type hyperlink, or from the Parameters Menu, by selecting Series or Types in the corresponding module  (e.g. Sales, Stock Management, etc.). Numbers and Numbering : Each Series has a specific numbering saved, tracking the progress of the Documents. This number is important to organize and number the Documents in the company. Copy Types and Series : You can copy Series & Document Types. Between Branches of the same company (Series). From one company to others of the same database (Types & Series) and in a Company Group model/schema (Types and Series). Refresh Data : By  right-clicking  in the Series/Type link and selecting Refresh Data, information is updated.