Configuration

How to reset document numbering at year-end?
Before starting sales in the new fiscal year, make sure that document numbering is set up correctly. The cairo.ERP system automatically resets document numbering and also updates year symbols (e.g., yyyy or yy ) and month symbols ( mm ) if they are used in the numbering format. 

 Regardless of the automatic settings, before you begin working in the new year, it is worth checking the following elements: 

 

 

 Document numbering and number extensions 

 

 

 Cash document numbering 

 

 

 Numbering of RW (internal release) and K+ (stock correction) documents 

 

 

 Resetting numbering for all documents (for the highlighted warehouse) 

 If necessary, you can manually reset document numbering or change number extensions, such as the year or month. 

 

 

 Go to ERP > Administration > Warehouse List . 

 

 

 Highlight the warehouse you want to edit, then press the [Insert] key to enter the numbering and extension overview for that warehouse. 

 

 

 To reset the numbering, press the [F2] key. 

 

 

 If the year was entered manually in the number extension (e.g., 2025 ), change it to the current year (e.g., 2026 ). You can also use templates that the system updates automatically, such as: 

 

 

 <yyyy> (current year in four-digit format, e.g., 2026 ) 

 

 

 <yy> (current year in two-digit format, e.g., 26 ) 

 

 

 <mm> (current month, e.g., 08 ) 

 

 

 <mag> (warehouse symbol, e.g., CE ) You can also create your own combinations of templates, for example /<mag>/<yyyy> . 

 

 

 

 

 This procedure must be repeated for each warehouse. To change the warehouse, press the [F5] key. 

 Checking cash document numbering 

 You must check and, if necessary, edit cash document numbering in the cash register settings. 

 

 

 Go to ERP > Administration > Parameters > Cash/Bank > Cash register list . 

 

 

 Press the [Enter] key on the selected cash register. 

 

 

 Check and change the KP NUMBER , KW NUMBER , and EXTENSION parameters. 

 

 

 Checking RW and K+ document numbering 

 If the numbering of internal release ( RW ) and stock correction ( K+ ) documents is based on groups, you must verify it in the document group dictionaries. 

 

 

 Go to ERP > Administration > Dictionaries > K+ stock correction document groups . 

 

 

 For each defined K+ document group, press [Enter] and change the LAST NUMBER parameter setting. 

 

 

 Perform the same procedure for RW documents by going to ERP > Administration > Dictionaries > RW document groups . 

 

 

 After completing these steps, the numbering will be reset according to the selected method. 

 Other ways to change numbering are described >> HERE << .

How to configure your mailbox?
This article will show you, step-by-step, how to configure your email in cairo.ERP. This way, you'll be able to send documents directly from the program, saving you time and streamlining your work! 

 

 Benefits of setting up email in cairo.ERP 

 Setting up email in the cairo.ERP system offers great convenience. Thanks to it, you can: 

 

 

 Quickly send documents : You no longer need to save invoices or other documents to your disk and then manually attach them to emails. You can send them directly from the program! 

 

 

 Send various types of messages : The email sending option in cairo.ERP isn't just for invoices! You can use it for: 

 

 

 Sending documents to clients (e.g., invoices, orders). 

 

 

 Sending report printouts internally (e.g., to accountants, managers). 

 

 

 Sending general messages to clients. 

 

 

 Sending balance confirmations to clients. 

 

 

 Sending payment reports. 

 

 

 

 

 Save time : Everything is in one place. No more switching between email programs and ERP. 

 

 

 Improve organization : You can be sure you're sending correct documents directly from the system, which reduces the risk of errors. 

 

 

 Automatic email address suggestions : If you fill in a contractor's email address in their data ( ERP > CONTRACTORS > [Enter] > GENERAL DATA > E-MAIL ), the program will automatically suggest this address when sending documents, further speeding up your work! 

 

 

 

 Setting up email account data 

 To set up your email in cairo.ERP, do the following: 

 

 

 Go to ADMINISTRATION in the ERP program. 

 

 

 Select PARAMETERS . 

 

 

 Go to the E-MAIL tab, then ACCOUNT DATA . 

 

 

 Now, fill in these fields: 

 

 

 STATUS : Here you enable or disable email support. 

 

 

 DIRECTORY WITH CERTIFICATES : This is where the program will find the necessary certificate files. 

 

 

 HOST : This is the email server address. Examples: 

 

 

 WP: smtp.wp.pl:465 

 

 

 O2: smtp.poczta.o2.pl:465 

 

 

 Onet: smtp.poczta.onet.pl:465 

 

 

 If you have email with another provider, you can find the SMTP address (a special address for sending mail) on their website. 

 

 

 LOGIN : Your email login. 

 

 

 PASSWORD : Your email password. 

 

 

 FROM : The email address from which messages will be sent. 

 

 

 FROMNAME : The name that will be visible to the recipient. 

 

 

 CERTIFICATE : Here you select the certificate (if needed). 

 

 

 The program does not support Gmail. 

 

 Sending emails and documents via email 

 Once everything is set up correctly, you can send documents via email directly from cairo.ERP. 

 Example of how to send an invoice: 

 

 

 Go to ERP > SALES > INVOICES . 

 

 

 Press [Enter] , then [Tab] . 

 

 

 Select PRINT . The options print on - to file / email will appear. 

 

 

 Sending to email 

 If you select the  e-mail option, the program will send the selected document or other printout as an attachment in TXT format. Then, fill in the following fields: 

 

 

 TO : The email address to which the message should be sent. Remember that if the contractor's email address is filled in their general data , the program will automatically suggest it. 

 

 

 SUBJECT : The subject of your email. 

 

 

 MESSAGE CONTENT : What you want to write in the email body. 

 

 

 ATTACHMENTS : The name of the file you are attaching. 

 

 

 CONFIRMATION : Whether you want to receive confirmation that the message reached the recipient. 

 

 

 Sending to file 

 If you select the  to file option, you will have the option to save the document as a file in PDF format. After selecting the PDF format, check the SEND TO EMAIL? option to YES . You will then also need to fill in the same sending parameters as when directly selecting the "e-mail" option. 

 Sending emails from the contractor level 

 You can also send an email directly to a client if their address is filled in their contractor data: 

 

 

 Go to ERP > CONTRACTORS . 

 

 

 Select a specific contractor (press [->] ). 

 

 

 Select the SEND EMAIL option. 

 

 

 

 Email message templates 

 To further speed up sending, you can define email message templates: 

 

 

 Go to ERP > ADMINISTRATION > PARAMETERS . 

 

 

 Select the E-MAIL tab, then E-MAIL TEMPLATES . 

 

 

 Here you can create and edit your templates. 

 

 

 When sending a message, in the MESSAGE CONTENT field, you can load a ready-made template by pressing the [F2] key. 

 

 What to do if something isn't working? 

 Error:  NOT ALL MAIL ACCOUNT DATA ENTERED 

 This means you haven't filled in all the necessary fields with email account data. Go back to the Setting up email account data section (Point 1) and check if all mandatory data is completed. 

 Error: FAILED TO SEND MESSAGE 

 If the email won't send, check these things: 

 

 

 Login and password : Make sure you have entered the correct login details for your email. 

 

 

 SMTP (IMAP) enabled : Check if the SMTP service (sometimes called IMAP) is enabled on your email account. Some email providers require you to enable this manually. If you don't know how to do this, or if there's no such option, contact your email provider's customer support.