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Setting a Default Customer for a Sales Store

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“Edara” allows you to assign a default customer to a specific Sales Store, so that the customer field is automatically filled when creating new sales orders for that store.

Setting a Default Customer for a Sales Store

  • Go to the Sales module.
  • Open the “Sales Stores” page.
  • Search for the store using the navigation arrows at the bottom of the screen or from the dropdown list.
  • Click on "Edit".
  • Click the search icon 🔎 to find and select the customer.
  • Choose the desired customer.
  • Click on "Save".
Setting a Default Customer for a Sales Store — Click on "Save".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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