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:

GeneralFinancialOnline Ordering
  • Sales Rep
  • CSR
  • Graphic Artist
  • Tags (for Customer)
  • Contact Tags
  • Contact Roles
  • Ship Type
  • Invoice
  • Terms
  • Default Order Statuses
  • Default Item Statuses
  • Default Order Tags
  • Default Item Tags
  • Discount Credit Limit
  • Tax Type
  • Requires PO
  • Default Handling Fee
  • Commission Contacts
  • Payment 
  • Shipping




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.