Defaults - General


Completing the Defaults for customers in this area will automatically populate the selected defaults when creating a new customer. 

You can override any of these when creating the customer, quote or order. 


Step     Action

   1.     Select {Settings} and then select {Defaults} under Customers section. 


   2.     Complete the General fields.

Field

Description 

Sales Rep
Select a Sales Rep from the drop-down menu who is to be the default.

CSR
Select a CSR from the drop-down menu who is to be the default.

Graphic Artist
Select a Graphic Artist from the drop-down menu who is to be the default for this customer (if applicable).

Tags
Select one or more Tags from the drop-down menu.

Ship Type
Choose a Ship Type from the drop-down menu.

Invoice
Select an Invoice option from the drop-down menu.

Terms
Select the Terms from the drop-down menu.

 

   3.      Select {Save}. A results window will pop-up to confirm the General section saved.


   4.       Select to close pop-up results window.