Defaults - Financial

Step     Action

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

           {Financial} on the right-hand side of screen to auto scroll to Financial section.  

   2.      Complete the Financial fields.

Enter a value for the default Discount percentage.
Credit Limit
Enter a value for the default Credit Limit.
Tax Type
Select Tax Type option from the drop-down menu.
Requires PO
Select Yes or No option from the drop-down menu.
Default Handling Fee
Select Default Handling Fee type (% or $) from the drop-down and then enter value for the fee.


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

   4.      Select to close pop-up results window.