Relationships - Default Settings

When you create Relationships on TradeGecko you can assign default settings to each relationship. These include:

  1. Assigned to
  2. Default Price List
  3. Default Tax Type
  4. Default Stock Location
  5. Default Sales Account
  6. Default Discount
  7. Default Payment Term
  8. 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.

Screen_Shot_2017-06-14_at_11.14.05.png

Set up default settings via the list of dropdown boxes.

Click save and your relationship will now have these default settings assigned to it.

Note
Assigning Default Sales Account through the above method is only available for accounts with Xero integration. For more details, read this article. For TradeGecko accounts with Quickbooks integration, you can only assign your Default Sales Account by variant. You can do so by going to Inventory> Select desired variant> Details> Under Default Sales Account, Select a Sales Account. For more details, click here
Print Friendly Version of this pagePrint Get a PDF version of this webpagePDF
Have more questions? Submit a request
Was this article helpful?
0 out of 1 found this helpful

Comments

NEW TO TRADEGECKO? START A 14 DAY FREE TRIAL, NO CREDIT CARD REQUIRED