When you create Relationships on TradeGecko you can assign default settings to each relationship. These include:
- Assigned to
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Sales Account
- Default Discount
- Default Payment Term
- Default Payment Method
To assign these default settings got to Relationships and select the Relationship you wish to assign these attributes to.
Click on the Edit Button on the top right hand corner of the page.
Scroll down, you will the section, Default Settings.
Set up default settings via the list of dropdown boxes.
Click save and your relationship will now have these default settings assigned to it.