Set Your Default Suppliers

Your default suppliers will be used to quote a job when it is first created. If you have multiple suppliers listed for an order category you will be able to swap between these in the designer.

If the supplier you wish to set as your default isn’t set up on your Order Category Suppliers page yet check out Order Category Suppliers.

Set your default suppliers on your Order Category Suppliers page.

Find the supplier you wish to set as your default and click the edit icon next to them.

This brings up some information for that supplier including a “Is Default” selection at the bottom.

Select this on and click “DONE”.

If you already have a default supplier selected the system will give you this warning:

Once you’ve set your new default don’t forget to deselect your old default supplier. Use the same method of above but make sure the “Is Default” selection is unchecked.

NOTE: If you have multiple defaults selected for a single category the system will use the first one listed.