Set up the purchase contact preferred values

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 up a preferred value for purchase contacts:

  1. Preferred values for fields

Directly to

  1. Configure a purchase contact
  2. Set up auto numbering
  3. Purchase contact profile
  4. Add the payment method
  5. Add the payment condition
  6. Purchaser
  7. Set up the purchase contact preferred values