Add Initial Default with airSlate SignNow

Add initial default

hello and welcome to this p1 usability package elearning session my name is Rasmus wilkinson and the topic of this session is default data module first usability package so here we are business one have been heaven yet turned on the default data module key for data module is all about creating business partners and item master data and if we look at it without default date we will see that it when returns to add mode you'll see that some part of the system is default as a default grouped as a default type of course some atrocity will cure and see there's a few things that we don't have any default oh and a few things we have default for some of the things are something like payment terms price list and so on within Business one we can other default setup here on the general settings we can set up some default payments and so customers default payment source offend us some payment methods are default as well and we can also set up some default turning terms but that's basic basically it fired some stairs a few things we can set but us it's not that much and the rest is basically just either no default because like shipping time here a project while others just take the first one with it's simply just sorted alphabetically and first one is construction in this case and the first one is base price list and that is basically what business won't give us without any changes so default day so far usability packets will provide simply the rest of the default data that you might need in the system by setting up a simple configuration so let's start by journey alone we do that on the administration add-ons usability packets you should expect conflict and let's turn on default day so yeah so not as turned on we get again go to administration add-ons usability package module configuration default data configuration and here we have two tabs one for business partner setting default days for that and one for items sitting default days of them let's have a look at what we can access at default well we have the business panel type that makes sense if you do 99% of design make leads you can do that else it just leave it be you can set the default group for customers could see that they all in high-tech all the default group for suppliers if you choose chart up there so let's just set something here insert the different default currency could be euro instead of US dollars this is a default shipping time there was none at the beginning but we could say it it's always FedEx on area if you have that area territory set up projects after you always need to have it in a space visible project as default holidays text types price lists and so on so let's say they are always in the regular sales price here you can also search things up like we always give a total discount as default for two percent and of course this is always only default data a default credit limit a default commitment level or some default banking the same for items we can set the item type it's a default shipping time manufacturer default Benton issue method so if you're doing issue methods by manual all the time you don't need to remember to run share check it first is units of measure default it could be pcs for pieces quantity for paying unit all the different things that makes sense to have something deep on for and if you don't want any default just leave it be one of the most important ones is people not having inventory items it could be that since it's not an inventory item we don't want to have that check is default because the first time you actually do it you are stuck with it so again you can set it all up and let's try to uphills you so right now we setup that the default is high-tech we want to run euro shipping type with some project conscriptions with 2% discount so if we go to a business panel now and switch to add mode you will see it will turn into this it will take a check as default euros default shipping type there consider the met construction holidays over here director says price instead of just the one the first one lists and the total discount and the same way we could set for the bank so basically it's just to set it up and use it file items exactly the same switch to that mode because he turned off inventory item as default it said the manufacturer to all we see sits back flush and for the closest unis measure was pcs simply just sitting up to date just conclude this session the train material please go through service dot bomb - IG that comes education or if you want a free demo of the product go to licensed by um - IT coms last b1 you P if you want to contact us you can do it either by our sales email or our support email thank you for attending