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 | Financial | Online Ordering |
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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.