Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read the reference in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read the reference in the reference.
Setup task
What this is
Most modules have a Settings > Default screen that holds organisation-wide defaults for that module. Setting them once means new documents start with sensible values, so your team does not pick the same things over and over.
Where to find them
Look under each module: Menu > [Module] > Settings > Default, for example Sales, Finance, Inventory and Purchase.
What they hold
The exact options differ by module, but they follow a pattern:
- Default accounts and ledgers (Finance). Where income, payments and tax post automatically.
- Default locations and groups (Inventory). The default location, the receiving, warehouse and production locations, the default unit, and the normal and return groups.
- Default terms and values (Sales). Quotation validity, the default sales term, the receiving account and the default location.
- Behaviour toggles. Such as requiring a tax code on every line, allowing multicurrency, or enabling an extra processing step.
- Editor preferences. Which columns show on line items, such as unit, tax and discount.
- Financial calendar (Finance). Your year-end day and month, and the first day of the week.
Good to know. Defaults are worth setting at the start, once you have your accounts, locations and terms in place. They quietly save time on every document afterwards.
Related
- Set up your organisation
- Configure taxes