In Shoply, setting a default customer and a default product category can greatly simplify and speed up the sales process. This feature automatically selects a default customer and category when creating a new sales invoice. This tutorial will guide you through the steps to configure the default customer and category and explain the benefits of these settings.
What is the Default Customer and Default Category?
The default customer in Shoply is the customer that will be automatically assigned when a salesperson creates a new sales invoice. Similarly, the default category is the product category that will be automatically selected when entering the point-of-sale (POS) screen to create an invoice. These features help streamline the sales process by ensuring that the most common customer and product category are preselected, saving time and minimizing errors.
Benefits of Setting a Default Customer and Category
1. Automatically selects the default customer when creating a new sales invoice, reducing manual entry.
2. The default category filters products in the POS screen based on the preselected category, ensuring quick access to commonly sold items.
3. Helps avoid errors in customer selection and product categorization, thus maintaining accurate sales records.
How to Set the Default Customer and Default Category
Steps to Configure the Default Customer and Category
1. Navigate to Settings > System Settings.
2. In the settings screen, scroll down to locate the fields labeled Default Customer and Default Category.
3. Click the dropdown next to Default Customer and choose the customer that will be automatically assigned to sales invoices.
4. Click the dropdown next to Default Category and choose the category that will be preselected when entering the POS screen.
5. After selecting both the default customer and category, scroll down and click Save to apply the settings.
When are the Default Settings Applied?
Once the default customer and category are set, they will be automatically applied in the following situations:
Default Customer Application
When a salesperson starts creating a new sales invoice, the system will automatically assign the default customer. This eliminates the need to manually select a customer each time and is particularly useful for frequent customers.
Default Category Application
When entering the POS screen, the system will automatically filter and display products from the default category. This allows the salesperson to quickly find products in that category, streamlining the sales process.
Setting a default customer and category in Shoply ensures that your sales process is efficient and error-free. By preselecting the most frequently used customer and product category, you save time and minimize the risk of mistakes. Follow the steps outlined in this guide to configure these default settings and improve the overall workflow in your store.
