General - Setting up Order/Quote Defaults


Step      Action

  1.      Select {Settings} and then select {General} under Dockets.


  2.     Complete fields for any quote/order defaults.

Field
Description 
New Customer DefaultsDefault set to Default Customer.

Customer default setup can be customized. (See Customer - Adding Customer Defaults)
Default Order Customer
When creating an order, this customer will be assigned by default.
Order Statuses
Select some Order Statuses options from the drop-down.

Order Tags
Select some Order Tags options from the drop-down
Default Handling Fee 
Select the Default Handling Fee type and then enter the handling fee value.
Default Assigned To 

Select a Default Assigned To from the drop-down. Selecting value "Logged In User" will direct all Assigned To references in the system to select the current logged in user.

Bill Estimated Graphic Time
Select if Yes, No, or {Inactive}.
Graphic Rate
Select a Graphic Rate from the drop-down, if applicable.
Proof Approval Message 
Enter in the the default message you want to appear on the screen once the client has approved the proof.
Track Stock Inventory
Default set to No. Toggle switch to Yes to Track Stock Inventory.
Vertical/Horizontal GutterEnter in default value for Vertical/Horizontal Gutter.


Bleed
Has Bleed default set to No. Toggle switch to Yes if default bleeds applicable.

Enter in default value for Top, Bottom, Left, and Right bleeds.
Imposition Center
Select Yes or No.
Item Statuses
Select some Items Statuses options from the drop-down.
Item Tags
Select some Item Tags options from the drop-down.



  3.      Select {Save}. A results window will pop up to indicate the defaults have been successfully saved.