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Customer default order prefill

Duygu Demir avatar
Written by Duygu Demir
Updated this week

Order prefill based on transport service / customer

📑 You can now create prefills via transport service (for all the orders that will be made under that transport service regardless of the customer) and customer level(for the orders that will be made for a specific customer).


GENERAL SETUP


If you select a transport service or customer that has a prefill defined, we fill in the entire prefill (while not overwriting any user-inputted form fields).

To configure it on Transport Service, Navigate to Rates -> Order input -> Transport services -> Click on "Add order default values"):


CUSTOMER LEVEL OVERRIDES

To configure it on customer level:

  • Navigate to COMPANIES module

  • Select the 'Customers' Tab

  • Click on the customer profile

2. Scroll down and click "add order default values"


Below GIF shows how the default values are automatically filled in once the related Transport service is selected upon order creation:





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