Customer Defaults are a set of predefined fields utilized each time a New Customer is created in the MIS using the Customer Default, or when a Contact Registers on an Online Ordering Portal that has the Customer Default Associated.

• Save time creating New Customers by utilizing Customer Defaults.
• Stop adjusting Customer Configurations for Newly Registered Online Ordering Portal Users.

Settings > Customer > Defaults

CREATING & EDITING CUSTOMER DEFAULTS

When most of the customers that you create in DocketManager, require the same field selections to be made during creation (Ship Type, Invoice Delivery, Payment Terms, etc...), Customer Defaults come in handy to predetermine some of those frequently used fields. Edit your system Customer Default Profile to add some of the most utilized fields.
Customer Defaults are applied when creating a New Customer, and can be overridden with alternative selections during the New Customer Setup. Learn more about Creating New Customers.
Customer Defaults Setup Configuration Options are defined at the bottom of this article.

• Click on an Existing Customer Default's Profile Name in the Customer Defaults List to Edit

If there is a second group of customers that you create in DocketManager, that require an alternative predefined set of field selections, you can create a secondary Customer Default or several more for unique customer types.
Multiple Customer Defaults Profiles can be created.

• Click {New} to create additional Customer Defaults

SELECTING BETWEEN CUSTOMER DEFAULTS FOR NEW CUSTOMERS

Enable the option to choose between the two or several more of your Customer Defaults when creating New Customers in DocketManager.

Settings > General > Customer Defaults > Allow Customer Defaults Selection > "Yes"

Your Customer Defaults are now going to be available as a selection to choose from when creating New customers in DocketManager.

Your Customer Defaults configurations don't lock the fields to the predefined selection, they can still be overwritten with alternative selections during New Customer Setup.

ASSIGNING CUSTOMER DEFAULTS TO ONLINE ORDERING PORTALS

Each Online Ordering Portal can have a Unique Customer Default associated. Allowing you to predefine Customer field selections for registering Online Ordering Portal Users.
Learn more about Online Ordering Portal Configuration.

Online Ordering > Portals/Themes > Portals > Edit Portal > Registration > New Customer Defaults

EDITING CUSTOMER DEFAULTS

Once a Customer Default exists, it can be Edited by Clicking the Customer Default's Profile Name in the Customer Defaults List. 

DELETING CUSTOMER DEFAULTS

Once a Customer Default exists, it can be Deleted by selecting the Customer Default from the Customer Defaults List and clicking the {Delete} button. 

CUSTOMER DEFAULTS CONFIGURATION OPTIONS

• All field selection within the Customer Default Profile Configuration are optional, except for [Default Customer Name].
• All field selections within the Customer Default Profile Configuration will apply to the Customer Level, except for the following fields when a Contact registers on an Online Ordering Portal that has the Customer Default Associated:
  • Contact Tags
  • Contact Roles

GENERAL

• Default Customer Name - Enter the Customer Default's Profile Name
  
  
• Sales Rep - Select a Default Sales Rep
  
  
• CSR - Select a Default CSR
  
  
• Graphic Artist - Select a Default Graphic Artist
  
  
• Tags - Tags are great way to organize your Customers for searching purposes. You can create as many tags as you need and you can add them to any Customer you want to locate faster
  Learn more about Customer Tags.
  
  
• Contact Tags - Tags are great way to organize your Contacts for searching purposes. You can create as many tags as you need and you can add them to any Contact you want to locate faster
  The Default Tags in this field will be applied at the Contact Level when a Contact registers on an Online Ordering Portal that has this Customer Default Associated.
  
  
• Ship Type - Select a Default Ship Type
  
  
• Invoice Delivery - Select a Default Invoice Delivery
  
  
• Payment Terms - Select a Default Payment Term
  
  
• Default Order Statuses - Select Default Order Statuses
• Default Item Statuses - Select Default Item Statuses
  Learn more about Statuses.
  
  
• Default Order Tags - Select Default Order Tags
• Default Item Tags - Select Default Item Tags
  Learn more about Order and Item Tags.

FINANCIAL

• Discount - Enter the Default Discount Percentage
  
  
• Credit Limit - Enter the Default Credit Limit
  
  
• Tax Type - Select the Default Tax Type
  Learn more about Tax Types.
  
  
• Requires PO - Choose the Default State of the Requires PO Toggle
  
  
• Default Handling Fee - Enter the Default Default Handling fee Dollar or Percentage value
  If left blank, the system default will be utilized. 
  
  
• Commission Contacts - Select the Default Commission Contacts from the list of system users.
  • Contact - Select a system user from the dropdown menu
  • Commission - Define a percentage
  • {x} - Used to remove the system user and commission percentage amount
  • {+} - Used to add an additional commission system user and percentage

COMMUNICATION DEFAULTS

• Documents - If the Customer of this Customer Default Profile needs to utilize a Document Style that differs from the System Default for any of the Document Types, select a specific Default Document Style from the Document Types dropdown menus below, otherwise leave as "Select an Option" to utilize the System Default Document Styles
  Learn more about Documents.
  
  
• Canned Emails - If the Customer of this Customer Default Profile needs to utilize an Email Style that differs from the System Default for any of the Canned Email Types, select a specific Default Email Style from the Canned Email Types dropdown menus below, otherwise leave as "Select an Option" to utilize the System Default Canned Email Styles
  Learn more about Canned Emails.

ONLINE ORDERING

• Language - Select the Default Portal Language. Otherwise, leave as "Select an Option" to default to the Portal Language
  Learn more about Portals.
  
  
• Payment - Select the Default Payment Options Contacts of this Customer should have available at Checkout, when a Contact doesn't have their specific Payment Options defined. If left blank, both options will be available at Checkout to Contacts that do not have their specific Payment Options defined
  
  
• Shipping - Select the Default Shipping Types to be available online for the Users of this Customer
  
  
• Contact Roles - Select the Default Online Security Role for Users
  The Default Online Security Role in this field will be applied at the Contact Level when a Contact registers on an Online Ordering Portal that has this Customer Default Associated.
  Learn more about Online Ordering Security Roles.