Page Comparison

Setting

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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:

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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)
   

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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”
   

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

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

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