Two settings in Organisation defaults control how new suppliers and products are configured when they are created: the default margin type and whether options are auto-created for new products. Setting these once at the organisation level means you do not have to adjust them individually each time.
Where to find supplier defaults
- Go to Organisation settings.
- Open the Defaults tab.
- Scroll to the Supplier defaults section.
You will see two controls there: a checkbox for Auto-create options and a drop-down for Margin type.
Auto-create options
When Auto-create options is checked, Tourwriter automatically creates an option for each product when it is added to a supplier. If your workflow does not use options, this means archiving them manually every time.
Uncheck this box to turn off auto-creation for all new products. The setting applies to products created after you save the change. Existing products are not affected.
The system default is checked.
Margin type
The Margin type drop-down sets the default pricing type applied when a new supplier is created. The available options are Net, Gross, and Both.
Select the margin type that matches how you work with most of your suppliers. When you create a new supplier, it will be pre-set to your chosen type. You can still change the margin type on any individual supplier after it is created.
The system default is Net.
Note:
The defaults only apply to suppliers and products created after you save the change. Existing records keep their current settings.
The default controls what the checkbox is set to when a product is created. You can check or uncheck it on any product individually.