Step     Action

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

   2.       Select {New} under Defaults. A New Default modal window will open.

  



  3.      Complete the fields.


General

Item
Description
Name
Enter the customer Name
Sales Rep
Select a Sales Rep from the drop-down who is to be the default.
CSR
Select a CSR from the drop-down who is to be the default.
Graphic Artist
Select a Graphic Artist from the drop-down who is to be the default for this customer (if applicable).
Tags
Select one or more Tags from the drop-down.
Contact Tags
Select one or more Contact Tags from the drop-down.
Contact Roles
Select one or more Contact Roles from the drop-down.
Ship Type
Select a Ship Type from the drop-down.
Invoice
Select an Invoice from the drop-down.
Terms
Select Terms from the drop-down.

    

Financial

Item
Description
Discount
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.
Requires PO
Select Yes or No option from the drop-down.
Default Handling Fee
Select Default Handling Fee type (% or $) from the drop-down and then enter value for the fee.
Commission Contacts
To add a Commission Contact:
1. Select {New} under Commission Contacts. A Commission Contact modal
window will open.
2. Select a Contact from the drop-down and then enter a Commission a percentage.
3. Select {Save}. A results window will pop-up to indicate the Commission Contact
has been saved.

To edit a Commission Contact:
Step Action
1. Hover mouse over the Contact to be edited. A pencil icon will appear on the right-hand side of the name. Select the pencil icon. An Edit Commission Contact modal will open.
2. Make required changes.
3. Select {Save}. A results window will pop-up to indicate the Commission Contact has been saved. 

To Delete a Commission Contact:
Step Action

1. Select entries under Commission Contacts to be deleted by checking boxes on the left-hand

side. All entries can be deleted by checking box to left of {New} under Commission Contacts.

2. Select {Delete}. A window will pop-up to confirm selected items to be deleted.

3. Select {OK} to delete selected items. A results window will pop-up to indicate

the selected items have been deleted.



           

Communication Defaults

ItemDescription
DocumentsSelect the default documents to be used for Quote, Invoice, Label, Packing Slip, and Statement from the dropdown menus.
Canned EmailsSelect the default canned emails to be used for General, Login, Quote, Proof, Invoice, Shipping, Statement from the dropdown menus.


Online Ordering

Item
Description
Payment
Select some Payment Options from the drop-down.
Shipping Charge
Enter a value for the default Shipping Charge.
Shipping
Select some Shipping options from the drop-down.