Obit allows you to have a special and distinct numbering sequence for Pre-Need or Pre-Arranged Funerals so it's easy to distinguish them from regular funerals.


We recommend that you use a pattern that is clearly different from your regular funerals.


You can create your number sequence in the Documents section.


Click on +Document Template and select Funeral Reference Creation pattern.


You can create the pattern using a combination of text and tokens, the example below will create PPnnnn/yy, so my first pre-need in 2019 will be PP0001/19.

You can decide for yourself how large a counter to use (we recommend at least 3-digits) and whether to use a date/year element or not.


To activate this numbering system, you need to open the Admin Section


In the segment for Pre-Need funerals, you need to reference the template that you have just created, we recommend you leave the setting as Global for all companies and then set the counter - in this case I will set to zero so that the first number allocated will be PP0001/19