About This Document:
This document details the defaults that can be set up to automatically populate Cart fields. This is helpful when the Requester is using the same (Ship-To Address, Department, GL Account, Project,...) for the majority of their orders. These selections can also be overridden when exceptions occur.
Prerequisites:
This process requires the Prendio Requester and Admin Roles.
Admin > User > Edit User > General Tab:
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1. The Default Ship-To Address and GL Account located on the bottom right can be specified for the user in this tab.
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Admin > User > Edit User > Details Tab:
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2. The Default Department can be specified for the user in this tab.
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3. As well as the Default Project and other Segments if available.
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Cart Results:
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4. The Default Ship-To Address is populated but can be changed by pressing the Ship-To link.
5. The Default Segment Selections are also populated and can be changed when exceptions occur by clicking in the appropriate pulldown menu.