The default customer is used when using the Load Defaults button when creating or editing a customer record.

How to Edit the Default Customer

The customer ID for the default customer is 0.

1. Go to Maintenance > Customers.

2. Search for the default customer by entering the “default” in the Look for field and selecting “ID - Name” for Search Under and click Find.

3. Double click on “Default customer”.

Which Fields are Used When Loading Defaults

Not all fields are used when loading defaults. The following fields will be entered or overwritten when loading defaults.

General

Local Information

• Origin Caption

• Origin Remarks

• Destination Caption

• Destination Remarks

Order Entry Options

• Default Service Type

• Default Order Type

• Dispatch Priority

• Allow customer address points

• Weight Required

• Pieces Required

• Service Type Required

• Require Parcel Dimensions - Rapidship

• POD Required

• Signature Required

• VPOD Required

  • Camera Required

• Credit Cards - XD

• Service Type Caption

• Default Mileage Unit

Accounting

Rate Charts and Override Pay Charts

• Rate Charts

  • Base

  • Items

  • Surcharge

• Override Pay Charts

  • Base

  • Items

  • Surcharge

• Rate Adjustment %

• Apply to base rate only

• Driver Override %

• Exclude from sales reports ( House Account )

• Tax Exempt

• Require verification before invoicing

• Print invoice detail format

• Email invoice detail format

• Account Status

• Billing Cycle

• Create a separate invoice for each order

• Invoice due in [ _ ] days

X Route

• Booked Percentage

Contacts

• Automatically save

• Required during order entry

Email Addresses

• Automatically save

• Required during order entry

Alerts

All alert settings are used when loading defaults.

References

References

• Display caption 1

• Display caption 2

• Reference 1 format

• Reference 2 format

• Warning for invalid reference length

• Accept listed references only ( Ref 1 Only )

• Reference 1 Required

• Reference 2 Required

• Show reference list during order entry

Billing Groups

• Display Caption

• Billing Group Required

• Accept listed billing groups only (On Demand)

• Accept listed billing groups only (Routed)

General

General Information

• Business Unit