Sales Order Defaults

Sales order defaults are accessed by choosing configuration from the settings menu. You will need to be logged in as a user with administrative rights.

After navigating to the configuration screen, scroll down to the section titled Sales Orders.

Settings

default printed instructions

This sets the default message saved for new sales order documents that is shown when printing a Quote or Invoice PDF document. It will not affect any sales records already created.

default payment method

This sets the default payment method for all new sales order documents. These defaults will be overridden if a client's sales order defaults are set.

The default payment cannot be a receivable-type payment.

default shipping method

This sets the default shipping method for all new sales order documents. These defaults will be overridden if a client's sales order defaults are set.

default discount

This sets the default discount applied for all new sales order documents. These defaults will be overridden if a client's sales order defaults are set.

default tax area

This sets the default tax area used for all new sales order documents. These defaults will be overridden if a client's sales order defaults are set.

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