Locate Defaults<\/strong><\/h3>\nTo set up defaults for records, sales, and your webstore, head to “Configuration Settings<\/strong>.”<\/p>\nNavigate to “Defaults for New Records and Sales<\/strong>.”<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_11h17_54.png\")
<\/a><\/p>\nClick on each area to expand the section.\u00a0<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_11h18_34.png\")
<\/a><\/p>\nCustomer Defaults<\/strong><\/h3>\nThis section concerns all defaults for new customer records. These changes will not be made to existing customer records.<\/p>\n
For example, let’s say you automatically want new customers to have the keyword “NEW” added to their Customer Record. You will then use that keyword to filter searches and run reports to help you analyze what these customers are regularly purchasing.\u00a0<\/p>\n
To do so, type in a keyword.\u00a0<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_11h16_24.png\")
<\/a><\/p>\nUpon creating a new Customer Record, Artisan will automatically add this keyword.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_11h16_43.png\")
<\/a><\/p>\n
\nInventory Defaults<\/strong><\/h3>\nThis section concerns all defaults for new Item Records, Vendor Records, and Purchase Orders. These changes will not be made to existing records.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_11h59_04.png\")
<\/a><\/p>\nItem Record Defaults<\/strong><\/p>\nLet’s say we want the pricing model for new items to be a specific pricing scheme. We’ll make that adjustment here.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_11h59_41.png\")
<\/a><\/p>\nIn a new Item Record, Artisan will default the “Pricing Scheme<\/strong>” to “Use Specific Pricing Scheme<\/strong>,” where we can choose the specific scheme, such as Keystone Markup. (Keystone Markup automatically sets the Retail Price to a 50 percent margin from the Standard Cost).<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h00_24.png\")
<\/a><\/p>\nVendor Record Defaults<\/strong><\/p>\nWe can also make defaults for new Vendor Records. An example might be that we mainly work with Artists for our shop, and want new Vendor Records to automatically have that applied as their “Vendor Type<\/strong>.”<\/p>\nWe can also input default terms, like “NET 30<\/strong>,” split percentages, and other consignment details.<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h40_43.png\")
<\/a><\/p>\nWe can see that this new Vendor Record has our updated defaults applied.<\/p>\n
Vendor Type:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h41_20.png\")
<\/a><\/p>\nConsignment Split:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h41_41.png\")
<\/a><\/p>\nPurchase Order Defaults<\/strong><\/p>\nSetting defaults for Purchase Orders is easy as well. We can change the “Shipping Method<\/strong>” default. For example, we can have all new Purchase Orders default to “UPS Ground<\/strong>” for shipping. Or, if you deal with more time-sensitive orders, you can choose a more expedient option, such as Overnight or Air.<\/p>\nYou can also set a Default Expected Date, such as “3 Work Days<\/strong>” or an option to type in the date yourself. This is the date you expect to receive the item(s) on the purchase order.<\/p>\nThis new purchase order has our updated defaults applied.<\/p>\n
Shipping:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h45_28.png\")
<\/a><\/p>\nExpected Date:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h46_17.png\")
<\/a><\/p>\n
\nSales and Order Defaults<\/strong><\/h3>\nYour Sales Tax Type should be tied to the state your store is located in, and you usually won’t have reason to change it. However, you can easily apply another Tax Type here as Default if necessary.<\/p>\n
For information on setting up Sales Tax, click here<\/a>.<\/p>\nTo learn how to use Tax Exemptions, click here<\/a>.<\/p>\nFor Destination-Based Sales Tax, click here<\/a>.<\/p>\nYou can also apply a default discount that affects the entire sale. Maybe you always want to be able to combine all discounts to a sale, or only use the best available discount.<\/p>\n
Setting a default Promise Date is possible as well. For instance, if you run a store that makes handcrafted items, you might have a mandatory three-day wait period before the customer can come to pick up their item.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h51_59.png\")
<\/a><\/p>\nHere, we can see that a new sale applied these defaults.<\/p>\n
Date Promised:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h53_16.png\")
<\/a><\/p>\nDiscount Type and Tax:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-02_12h54_04-1.png\")
<\/a><\/p>\n
\nInternet Store Defaults<\/strong><\/h3>\nIt’s also easy to add defaults that apply to Item Records, Category Records, and Vendor Records with your online store.<\/p>\n
For instance, maybe you want all Items, Categories, or Vendors to automatically show in your Internet Store. Selecting “Yes<\/strong>” will have these records automatically display on your webstore.<\/p>\nThe layout fields apply to Shopify users. You may enter the name of a Layout Template to use for the Internet Store page for new products. Layouts apply to the theme\/”look” of the product page. Shopify has prebuilt Page Styles, or you can create them yourself in Shopify.\u00a0 Insert the Template Suffix here.<\/p>\n
Example:<\/p>\n
Navigate to “Defaults for New Records and Sales<\/strong>.”<\/p>\n Click on each area to expand the section.\u00a0<\/p>\n This section concerns all defaults for new customer records. These changes will not be made to existing customer records.<\/p>\n For example, let’s say you automatically want new customers to have the keyword “NEW” added to their Customer Record. You will then use that keyword to filter searches and run reports to help you analyze what these customers are regularly purchasing.\u00a0<\/p>\n To do so, type in a keyword.\u00a0<\/p>\n Upon creating a new Customer Record, Artisan will automatically add this keyword.<\/p>\n This section concerns all defaults for new Item Records, Vendor Records, and Purchase Orders. These changes will not be made to existing records.<\/p>\n Item Record Defaults<\/strong><\/p>\n Let’s say we want the pricing model for new items to be a specific pricing scheme. We’ll make that adjustment here.<\/p>\n In a new Item Record, Artisan will default the “Pricing Scheme<\/strong>” to “Use Specific Pricing Scheme<\/strong>,” where we can choose the specific scheme, such as Keystone Markup. (Keystone Markup automatically sets the Retail Price to a 50 percent margin from the Standard Cost).<\/p>\n Vendor Record Defaults<\/strong><\/p>\n We can also make defaults for new Vendor Records. An example might be that we mainly work with Artists for our shop, and want new Vendor Records to automatically have that applied as their “Vendor Type<\/strong>.”<\/p>\n We can also input default terms, like “NET 30<\/strong>,” split percentages, and other consignment details.<\/p>\n We can see that this new Vendor Record has our updated defaults applied.<\/p>\n Vendor Type:<\/p>\n Consignment Split:<\/p>\n Purchase Order Defaults<\/strong><\/p>\n Setting defaults for Purchase Orders is easy as well. We can change the “Shipping Method<\/strong>” default. For example, we can have all new Purchase Orders default to “UPS Ground<\/strong>” for shipping. Or, if you deal with more time-sensitive orders, you can choose a more expedient option, such as Overnight or Air.<\/p>\n You can also set a Default Expected Date, such as “3 Work Days<\/strong>” or an option to type in the date yourself. This is the date you expect to receive the item(s) on the purchase order.<\/p>\n This new purchase order has our updated defaults applied.<\/p>\n Shipping:<\/p>\n Expected Date:<\/p>\n Your Sales Tax Type should be tied to the state your store is located in, and you usually won’t have reason to change it. However, you can easily apply another Tax Type here as Default if necessary.<\/p>\n For information on setting up Sales Tax, click here<\/a>.<\/p>\n To learn how to use Tax Exemptions, click here<\/a>.<\/p>\n For Destination-Based Sales Tax, click here<\/a>.<\/p>\n You can also apply a default discount that affects the entire sale. Maybe you always want to be able to combine all discounts to a sale, or only use the best available discount.<\/p>\n Setting a default Promise Date is possible as well. For instance, if you run a store that makes handcrafted items, you might have a mandatory three-day wait period before the customer can come to pick up their item.<\/p>\n Here, we can see that a new sale applied these defaults.<\/p>\n Date Promised:<\/p>\n Discount Type and Tax:<\/p>\n It’s also easy to add defaults that apply to Item Records, Category Records, and Vendor Records with your online store.<\/p>\n For instance, maybe you want all Items, Categories, or Vendors to automatically show in your Internet Store. Selecting “Yes<\/strong>” will have these records automatically display on your webstore.<\/p>\n The layout fields apply to Shopify users. You may enter the name of a Layout Template to use for the Internet Store page for new products. Layouts apply to the theme\/”look” of the product page. Shopify has prebuilt Page Styles, or you can create them yourself in Shopify.\u00a0 Insert the Template Suffix here.<\/p>\n Example:<\/p>\n<\/a><\/p>\n<\/a><\/p>\nCustomer Defaults<\/strong><\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n
\nInventory Defaults<\/strong><\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n
\nSales and Order Defaults<\/strong><\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n
\nInternet Store Defaults<\/strong><\/h3>\n