Supplier default values are pre-set details—including a default currency, payment terms, and taxes—that are automatically applied to a transaction when you select a specific supplier.

How to Set Default Values

You can set these default values when creating a new supplier or by editing an existing supplier's profile.

Note: For payment terms and taxes, if you have existing tax codes and payment terms in your company settings, you will only be able to choose from a dropdown menu of those predefined options.

How It Works

When a supplier with default values is added to a new transaction, a prompt will appear asking if you want to use the supplier's default values to override the current transaction details. This ensures consistency and saves time when creating new orders.

When the pop-up appears, you will be able to select which values to apply and deselect any values you do not wish to apply. 

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