PATools Auto Numbering is a workbook for Microsoft® Excel® software that contains all the mechanics required for integrating with your workbooks and templates to number consecutive documents automatically within a controlled environment. You can also arrange to have copies automatically printed and saved using the number as part of the filename, and summary data can also be logged in an index spreadsheet.

It will operate on a network or stand-alone basis, and for single or multiple users.

Users of previous versions should note that this contains everything that ALL previous versions contained and more. R4.00 and above replaces both the earlier PATools Auto Numbering and the PATools Auto Numbering PLUS Logging.

The workbook contains one sheet with 3 buttons on it, plus hidden programming that provides the mechanics. It works by creating a data file which stores (securely) the most recent number allocated. You specify where this file is to be stored. From this file your master document can then import the next consecutive number to use.

It is initially set up as an Invoice for immediate use with only minor customisation, or it can be completely customised to run as a Purchase Order or any other document you wish. Copy in your own worksheets and with our mechanics you can make it work for you the way you want.

There are many settings you can change, such as:

• The cell to receive the automatic numbering and any text to be entered in front of the imported number.
• Automatically import a new number on opening the document - Y/N
• Format the imported number to include leading zeros
• Set an increment for the numbering
• A message to confirm the imported number - Y/N
• The location and name of the Master data - this .dat file stores the last number used
  (since you specify this name you can use multiple versions of this file eg one for invoices, one for PO's, etc
  so long as you have purchased enough licenses.)
• Automatically put the current date into your document upon opening - simply name the cell as GetDate in the Name Manager
• Whether you wish to use the automatic save (and close) facility (Y/N) and the location to store these files
  (clicking the button saves the file using the name you have given for the master data and the number imported)
• Print a number of copies when saving with the automatic save facility
• Whether you wish to use the automatic logging facility - each time you autosave a document certain data can be logged in a central Excel workbook elsewhere to act as an index. You specify which data is to be stored on the LogData sheet supplied by editing rows 1 and 2
• and more besides ...

Why not try it out for FREE and see if it works for you. You can set up your documents and try it out - on an evaluation basis you get unlimited use, except that it will not import numbers above 30 or log more than 30 documents. If you then choose to purchase a license you can license the document you have already created and start using it immediately without any further work needed.

Important Note: You will not be able to use any other macros in a workbook using PATools Auto Numbering. If you need to combine your macros we can prepare a workbook for you - please contact us for a quote. 

Click to see full size screenshot

Watch a video here

For new users, the software will run on an evaluation basis, which means that you can use it for as long as you wish but it will not import numbers above 30 or log more than 30 documents.

You can purchase a license 24/7 using our secure automated service from this webpage below.

Download as above and set up with your current settings, templates etc.

NB Old licenses will not work in Release 4. If your existing setup works then we do not recommend upgrading unless you require the new functionality, in which case you will need to purchase new licenses.

Contact us if you have problems.

BUY NOW from the secure ordering site of our payment partner share-it! where you can pay in various currencies

Licenses are issued per end-user per workbook* and have no time restriction or expiry

* You must purchase a different license / set of licenses for each workbook you intend to use as a licensed master document eg to use this for an Invoice and a Purchase Order, you would need 2 licenses. For each of these workbooks you must purchase a license for each end-user who will be accessing the workbook, so for 2 users to use both workbooks you would need 4 licenses. The number of end-users is defined as the number of people that will be using a workbook that incorporates any part of this software.

SAVE MONEY by buying several PATools Excel products - see here