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Setting a Default Customer for a Sales Store

“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.

This article walks you through how to configure this setting.

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".

If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.

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