Default-Document-Settings

Default Document Settings

Changelog:  2018-12-12

We have noticed that is not very practical when you open a new document (e.g. Sales Order) that you need to select the same values every time (e.g. warehouse). The solution (for this annoying operation that's repeated over and over) is a new option in ERPAG that contains default values for new documents.

For now, you can set default values for:

·         Items (grouped by type)

·         Customers

·         Suppliers

·         Sales Orders

·         Purchase Orders

·         Work Orders

·         Utility bills

·         Quotations

Example:

If you set tax category to “services” and unit of measure to “h” for service type item

And when you open new service in product and service list item will be populated with those values.

 Note: These values will be set only if there are no requested data.

e.g. When Work Order has been generated through fulfillment the warehouse default setting will be ignored because fulfillment requests specified warehouse.

Regards,

ERPAG development team