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Learn how to set your team's default options for new accounts and external-facing forms.
On this page
Setting your defaults
To set your defaults:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Defaults tab on the pop-up window
- Click into the default option you would like to adjust
- Select from the options in the drop-down
- Click Done
Users need permission to Manage users, billing, and company settings to make adjustments to defaults.
Default invoice view
There are two invoice styles to choose from:
- Summary
- Detail
Your team can change their view option as needed within a specific invoice.
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Default currency
Your default currency applies to all newly created client pages; supplier pages default to USD.
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Default presentation
There are four presentation styles to choose from:
Your team can change their view option as needed within a specific presentation.
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Default tax
Your default tax applies to all newly created client and supplier pages.
To set your default tax:
- Create your tax codes through your profile icon > Settings > Setup > Tax Codes
- Once created, click Defaults in the same pop-up window > Default Tax, click the drop-down and select the tax rate
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You do not need to set a default tax if your team is using Zip2Tax.
Default margin
Your default margin applies to all newly created client-facing forms (presentations/estimates/sales orders/invoices). Your team can change margins as needed within their client-facing forms.
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Default PO date option
There are two purchase order date options to choose from:
- Shipping date
- In-hands date
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