Forum Discussion

Magneto's avatar
5 years ago

How to change default comment and ship via fields

The Comments and Ship Via fields can be added here...

 

Lists>>Sales & Purchases Information>>Comments options

Lists>>Sales & Purchases Information>>Shipping Methods

 

But how do you change the default Comment or Shipping Method that automatically fills each new invoice. 

Can't see where to change the default anywhere! 

 

Thank you, 

 

  • Hi Magneto 

     

    The default field values such as ship via and sales comment will be pulled from the selected customer's card - Card File>>Card List>>Select the desired card and Selling Details tab. 

    We are aware that the system will uptake the last recorded value if they don't have a listed value on their card. For example, if Customer A is used on an invoice with the comment ABC and the next invoice Customer B is selected the comment ABC will still be shown. The workaround to this it to generate a sales comment that is a period/full stop " . " and then use that for as the sales comment on cards that don't require a comment. This way, with that customer B example, if they didn't have the comment it will update it to be . rather than the Customer A's comment.

  • Hi Magneto 

     

    The default field values such as ship via and sales comment will be pulled from the selected customer's card - Card File>>Card List>>Select the desired card and Selling Details tab. 

    We are aware that the system will uptake the last recorded value if they don't have a listed value on their card. For example, if Customer A is used on an invoice with the comment ABC and the next invoice Customer B is selected the comment ABC will still be shown. The workaround to this it to generate a sales comment that is a period/full stop " . " and then use that for as the sales comment on cards that don't require a comment. This way, with that customer B example, if they didn't have the comment it will update it to be . rather than the Customer A's comment.