Default Customer

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

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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”.

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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