Default Settings

Default settings fill common values automatically so users do not have to re-enter the same choices on every transaction.

Common defaults

• Warehouse
• Shipping method
• Carrier account
• Order hold reason
• Purchase order terms

Good default strategy

• Use defaults only where the majority case is stable
• Avoid masking exceptions with overly broad defaults
• Review defaults after process or organization changes
• Pair defaults with clear exception queues

Review cadence

• Validate defaults during onboarding
• Recheck after adding new warehouses or channels
• Monitor overrides to find weak defaults