Defaults Tab

Updated May 13, 2024

Select the Defaults tab and the following fields and options will be displayed.

 

Defaults Tab

 

Order Discount : The amount that will by applied to all new orders made by the customer.

Discount on AR Invoice : Will apply the discount at the time of the invoice on line item. This discount can work with an order discount to have 2 discount levels.

Production Markup : Applies to the Labor calculation of the estimate or order.

Paper Markup : Applies to the Paper material included in the calculation for an estimate or order.

Material Markup : Applies all none Paper material included in the calculation for an estimate or order.

Outside Service Markup : Allows the user to set a default markup that will be used if an Outside Service has been added to a component.

Freight Markup : Default for increasing the price of the Freight applied in the Shipping module unless the customer profile has the Don't Bill this Customer for Freight option checked.

Markup Table : Default applies to estimates and orders in Estimating/Order Entry.

Default Handling Charge : Defines a handling charge for a customer that will automatically create a line item on invoices for the default amount.

Handling Charge Per Line Item : Define a handling charge amount for a customer that will automatically create a line item on invoices for the default amount.

Don't Bill this Customer for Freight : This option will cause all shipping costs entered the shipping module to not be transferred to Invoicing.

Use Ship Service Markup and Minimum : If selected the system will use values assign in the Ship Via Service.

Commission Rate A : Commission A calculates based on the cost plus method. 

Commission Rate B : Commission B is used for custom reports.

Sales Reps Code : Associates a Sales Rep with an estimate or order.

Sales Reps Code #2-4: Used for custom reports.

Currency Code : Default for customer foreign currency exchange table.

Custom Reports: Quote, Acknowledgement, Packing Slip, Labels : Allows the user to default Custom Reports to the client in certain areas of the system.

Default Image Location: Allow the user to define a location where images can be stored for the client. The 

Allowable Overs : Used as default to allow for a percentage of overs to be applied to an Estimate or Order.

Allowable Unders : Informational, Can be used to on Custom Reports.

Don't automatically bill the full Allowable Overs :

Include Overs in Total Quantity Shipped (not separate line item) :

Ship Via Code : Defaults a Ship Via Code method for the customer.

Terms Code : Defaults the payment terms extended to the customer.

Tax Jurisdiction : Default the amount of tax required based on locations in Shipping and Invoicing.

Default Pay Method : Define a default payment method.

Bank Name, Branch, Account Data : Reference only.

Default Sales Code : Allows the user to default a specific Sales code to the Customer. The Sales Code can be changed at the time of invoicing.

Must enter Valid Chargeback Code on Orders : Cause the user to enter a valid Chargeback Code before any order can be saved.

Chargeback Code : Assign a default Chargeback Code to the Customer for a list created.

Schedule Priority : Assigns a priority when the Scheduling system must choose when scheduling more than 1 job.