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Set preferred values for sales contacts

You can enter preferred values for all the master data fields in Profit. For example, when adding a new contact you can have a default value entered for the relevant fields such as payment condition and credit limit.

By using preferred values, you can record a new contact more quickly, because you do not have to complete the fields with preferred values. You can change these values when you add a new contact.

To set preferred values for sales contacts:

  1. This corresponds to the procedure laid down in Set preferred values for fields.

Directly to

  1. Configure a sales contact
  2. Set up auto-numbering
  3. Set up a sales contact profile
  4. Add a payment condition
  5. Add a transporter
  6. Add a sales representative
  7. Set preferred values for sales contacts
  8. Set or view a credit limit for a sales contact/debtor

Process

Sales contact

Work area

sales