Defaults are a set of preselected options for use each time a new customer/contact or order/quote is created. 

Customer - Defaults

A Default customer profile can be created under Settings > Customers > Defaults. When a customer is created, the preselected options from the Default customer profile are applied. These options are then used each time a contact is created for that customer or a quote/order is placed for them. Multiple default customer profiles can be created for use on the 'New Customer Defaults' field on Settings > General or Settings > Online Configuration > Portals.

Note: These defaults will only be applied when creating a new customer and they can be overridden during the new customer setup. If a customer/contact has defaults set, these values will override default values set on portals or general defaults. Order/Item statuses and tags, however, will be applied from both customer and general defaults. 

Customer Defaults include:

General Defaults

Default options can also be set for orders/quotes under Settings > Dockets > General. When an order/quote is created, the preselected options from the General-Defaults are applied.

Note: If a customer/contact or portal has defaults set, these values will override the general defaults. Order/Item statuses and tags, however, will be applied from both customer and general defaults. 

General Defaults include:

• New Customer Defaults
• Default Order Customer
• Order Statuses
• Order Tags
• Default Handling Fee
• Default Assigned To
• Bill Estimated Graphic Time
• Graphic Rate
• Proof Approval Message
• Vertical Gutter
• Horizontal Gutter
• Has Bleed
• Top
• Bottom
• Left
• Right
• Imposition Center
• Item Statuses
• Item Tags

For more information on applying defaults, see General - Setting Up Order/Quote Defaults.