Multiple Quote Numbering Formats for Different Brands

[5k18a]

Is there a simple way to set up multiple quote numbering formats in EspoCRM?

I’m working with several brands and would like to generate quote numbers in the following format:

QT/{year}/{brandCode}/{month}/{auto-incremented}

Where:

• year is the 4-digit year (e.g. 2025),
• brandCode is a 3-letter code representing the brand the quote is created under,
• month is the 2-digit month (e.g. 08),
• sequence is an automatically generated incremental number.

The sequence doesn’t have to be brand-specific it can just be a globally unique incremental number.
The key point is that the format should include the brand code depending on the brand used when creating the quote.

Is there a way to achieve this using EspoCRM’s formula or extension system?

[yuri]

If you have the Workflows tool, you can utilize formula like:

number = string\concatenate(
    'QT/',
    datetime\year(datetime\now()),
    '/',
    numberA
);

The `numberA` is the built-in field of the number type. You can configure it so that it does not include the default prefix.