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Assigning defaults
Assigning defaults
Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over a week ago

If you handle recurrent customers, it will be good to store default values for your customer so that each time when you create an order for the same customer, all relevant information such as the customer address, currency will be captured inside the quotation or sales order automatically.

The following fields in customer details page can be set as default values for your quotation and sales order:

  • Shipping & Billing address

  • Credit Terms

  • Delivery Terms

  • Delivery Method

  • Currency

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