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.
