Page Comparison

Setting

...

the System default order type for order creation

Functionality- The When creating a new order - the system default Order order type will be auto-selected in the Order creation page.

Setting up- to set up a system default order type for order creation follow steps 1-5:

...

.

To setup the system default:

1. Navigate to: Administrator > Web administrator > Configuration > Defaults tab (fig 1-4)

2. Select the required default order type from the list (fig 5)

3. Click “Save & Close” (fig 6)
   

   Image Added

Setting up a Customer

...

default Order type for order creation

Functionality- Order When creating a new order - a Customer level default order type can be set on a Customer level to be applied by default when creating orders for this customer. .
When creating a new order for the specific customer - the Customer default order type will be auto-selected.

To setup the Customer level default default:

1. Navigate to the customers information page: Manager> Rolodex tables > Customers > Magnifying glass

2. Scroll down to the “Contact setup” section (fig 1) and select the required default order type from the list (fig 2)

3. Click “Save”
   

   Image Added

Once selecting the Customer in the order creation page, the Customer default Order type will be auto-selected:

...

Setting up- To set a Customer default Order type for order creation:

...