| Both sides previous revisionPrevious revisionNext revision | Previous revision |
| public:tutorials:setting_defaults [2012/04/25 14:44] – dave | public:tutorials:setting_defaults [2025/05/22 21:53] (current) – external edit 127.0.0.1 |
|---|
| We reply, "Speed-Quote translates as much information from the Master Entry Sheet to the Retailer Quote as possible. But information that is specific to one Retailer or Quote sheet does not get automatically filled in. But Speed-Quote has an easy way to add missing information to a Retailer Quote sheet called **__Setting Defaults__**." | We reply, "Speed-Quote translates as much information from the Master Entry Sheet to the Retailer Quote as possible. But information that is specific to one Retailer or Quote sheet does not get automatically filled in. But Speed-Quote has an easy way to add missing information to a Retailer Quote sheet called **__Setting Defaults__**." |
| |
| When a field is set as a //Default// any new quotes that are created for the quote sheet template will automatically add the default information onto the new quote. For example, if you set "John Smith" as the default for the //Buyer Name// field then "John Smith" will be added to every new product that is created with that quotesheet template. | When information in a field is set as a //Default Value// any new quotes that are created for the quote sheet template will automatically add the default value onto the new quote. For example, if you set "John Smith" as the default value for the //Buyer Name// field then "John Smith" will be added to every new product that is created with that quotesheet template. |
| |
| For example: | For example: |
| |
| To set "John Smith" as the default for the buyer name field, you need to: | To set "John Smith" as the default value for the buyer name field, you need to: |
| -Create one quote with that Retailer Quote template. | -Create one product quote with that retailer's quote template.\\ \\ |
| -Type "John Smith" into the buyer name field. | -Type "John Smith" into the buyer name field.\\ \\ {{:public:tutorials:1-defaults.jpg|}}\\ \\ |
| -{{:public:tutorials:1-defaults.jpg|}} | -**Right-Click** with your mouse on "John Smith" and select "Set As Default"\\ \\ {{:public:tutorials:2-defaults.jpg|}}\\ \\ |
| -**Right-Click** with your mouse on "John Smith" and select "Set As Default" | |
| -{{:public:tutorials:2-defaults.jpg|}} | |
| |
| The buyer name field will now turn blue showing that it is a default value. | The buyer name field will now turn blue showing that it is a default value. |
| {{:public:tutorials:3-defaults.jpg|}} | {{:public:tutorials:3-defaults.jpg|}} |
| |
| If you have existing products on that quote sheet that you wish to set "John Smith" as the buyer you can **Right-Click** with your mouse on "John Smith" and select "Use Default->Apply to Selected Products". | If you have existing products for which you want to set "John Smith" as the buyer you can **Right-Click** with your mouse on "John Smith" and select "Use Default->Apply to Selected Products". |
| |
| {{:public:tutorials:4-defaults.jpg|}} | {{:public:tutorials:4-defaults.jpg|}} |
| |
| {{:public:tutorials:applydefaultsdialog.jpg|}} | {{:public:tutorials:applydefaultsdialog.jpg|}} |
| | |
| | Click the "Apply Default to Selected Products" once you have selected the appropriate products to save the changes. |
