System Defaults

System defaults provide the baseline values that new records and workflows inherit unless a rule or user action changes them.

Where defaults matter most

• New orders
• Purchase orders
• Shipping and warehouse assignment
• User and notification setup

Good default management

• Keep defaults simple and well documented
• Review them after adding new locations or channels
• Track when operators override them often
• Change them carefully during peak operations

Final check

• Make one change at a time
• Test the downstream effect
• Communicate visible behavior changes to users