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Administration - Customization

This section enables you to customize various aspects of the user interface and experience.

Settings

The Settings controls behaviours and UI elements shown to users.

List

Edit/Add Restrictions

Editing/Adding can be restricted for both Items and Customers. This is useful when the source of this data is another system (such as ERP). Disabling add/edit would prevent these records from being edited/added in Velosity - thus avoiding a mismatch between the data source and Velosity.

Text

Text enables you to rename various elements of the user interface to align with your company conventions.

List

Sales Quote Numbering

  • YYYY — four‑digit year

  • Example: 2026

  • YY — two‑digit year

  • Example: 26

  • MM — two‑digit month

  • Example: 04

  • DD — two‑digit day of month

  • Example: 09

  • # / ## / ### / #### / … — sequence number, zero‑padded to the number of # characters

  • Example:

    • Format: ####
    • Sequence: 12
    • Output: 0012

  • Literal characters (letters, numbers, dashes, underscores, etc.)

  • Example:
    • Format: Q####
    • Output: Q1002
  • Q is always literal (no quarter logic)

Examples

  • Q#### → Q1002
  • QYYYY-#### → Q2026-1002
  • INV-YYMM-### → INV-2604-012
  • QUOTE-YYYY-MM-DD-#### → QUOTE-2026-04-01-1002