Set account commercial defaults

Before you start

Open the customer account you want to update. You need permission to edit that account and create a quote.

Use Commercial defaults, below Properties on the account detail page. These fields are separate from any similarly named custom properties your company has added, such as Payment Terms.

Set the account's defaults

1. Edit each commercial field

   Click the current value, or the dash if blank, under Default payment terms, Default FOB or Default ship via. Enter the value and press Enter. Wait for it to return to its normal display before continuing.

   This example initially used:

   Account field	Value
   Default payment terms	Net 30
   Default FOB	Origin
   Default ship via	Customer carrier

2. Reopen and confirm

   Reopen the account and check the three values in Commercial defaults.

   

3. Create a new quote for that account

   Select the plus button beside the account's Quotes heading. In New Quote, confirm the selected Account, enter the quote details and select Create Quote.

   In this example, leaving Quote Number blank created quote 35, titled Protective packaging — 10 lb spools, with an initial Draft revision.

4. Check the new revision's Commercial fields

   Select Open Draft in Composer on the quote record. Under Commercial, confirm Payment terms, FOB and Ship via.

   The new draft received Net 30, Origin and Customer carrier from the account.

   

Changing defaults after a quote exists

Changing an account default did not update the already-created draft in this example. After Default payment terms on Harbor was changed to Net 45, reopening quote 35 still showed Net 30. Its other commercial fields also remained unchanged.

Check the existing draft's own values whenever the terms for that quote need attention. Do not assume an account-default change has updated it.

Expected result