Sales Orders / Credit Notes Default Values
When we manually create a new Sales Order or Credit Note, there are always some default values that we need to go and change.
It would be helpful if we could set some default values that all new SOs or CNs inherit from.
Thanks
Comments
3 comments
Hi David,
Which field are you referring to?
If the data is entered in CRM, they should automatically come up in the SO/CN when you load up the customer.
If it is for a new Customer, there may be a way around it but I would need to get more info on your workflow before advising.
Thanks,
Chris Saju
CNZ Consultants
Hi Chris, thanks for the quick response.
The primary field we would like to have a different default value is: Accounting Invoice Status. Currently “Not yet imported” is the default value. We would like to be able to specify “Do not import” as the defult.
Additionally, we have several custom fields on our SOs which, depending on sales channels need to be manually populated.
E.g. the custom fields need to be set differently for EDI orders vs Ecommerce integration orders.
It would be good if we could have somewhere were we could set defualts for these via sales channel.
For CRM the Customer Group and Sub Group we'd like default values to be configurable, again by sales channel.
Thanks
Hi David,
I follow your requirements now.
Accounting Status
- E-Commerce Orders - It can be set up to be set as “Do Not Import”.
- EDI orders - Cin7 Support team should be able to set this up for you. Send a support ticket for it.
- Manually created orders - It cannot be automated. We could put up a custom solution to automate it for you with some minor development.
Custom field auto-populated based on Sales Channel
You are right. Unfortunately, this is not possible in Cin7 but it can be achieved by a custom solution with some minor development.
Thanks,
Chris Saju
CNZ Consultants
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