Forum Discussion

Magneto's avatar
Magneto
User
5 years ago
Solved

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
Sales
  • Steven_M's avatar
    Steven_M
    5 years ago

    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.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

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.