Managing order placement defaults

  1. Select My Company > Profile > Order Placement Defaults.
  2. Specify values for these fields in the Business Terms section:
    • Default % Off list
    • Tax
    • Labor Tax
  3. Specify values for these fields in the Shipping Terms section:
    • Shipping Policy
    • Freight Terms
    • Shipping Carrier
    • Shipping Methods
  4. Specify values for these fields in the Payment Terms section:
    • Payment Method
    • Payment Term