Default settings that carry over to every order
Preferred language, account manager and brand are filled in automatically on new orders
Set default settings once, at customer level. Every order picks them up.
In short
- Preferred language determines the language of emails and documents for this customer
- Default brand is filled in automatically on the brand field for new orders
- Account manager appears automatically when you create an order
- Leave fields empty to use your company-wide default values
- Override inherited values on individual orders without changing the customer record
What you set once
You set the preferred language, default brand and account manager on the customer record. When someone creates an order for this customer, Catermonkey copies that information straight into the new order. You don't need to fill in the same information again for every quote or confirmed order.
Your customer's language
The preferred language determines which language Catermonkey uses for quotes and order confirmations sent to this customer. Leave the field empty and Catermonkey uses your company's default language. The default brand and account manager work the same way: set them here, and they appear automatically on the order screen.
Why it saves time
These settings save time for sales teams working with regular customers. You set delivery rules, payment terms and these default values once, and spend the rest of your time on order details instead of data entry.
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