Save Steps Creating A Cart With Default Selections

Default selections can be set up to automatically populate Cart fields for users.  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 adjusted in a cart when exceptions occur.

Prerequisites
This process requires the Prendio Requester and Admin Roles.

 

Locate the Admin role and select the Users tab:

 

Find the user account to make adjustments and select Edit in the Actions column:

 

In the User Account Setup window, locate the Default Ship-To Address and GL Account found on the bottom right of the General section:

 

Select Change to add a Default Ship To address for the user:

 

Select a Default GL Account:

 

Save any changes to the user account:

 

Locate the Details Tab of the User Account Setup window:

 

The Default Department can be specified for the user:

As well as the Default Project and other Segments if available:

Cart Results

When the user creates a cart, the Default Ship-To Address is populated and can be changed by selecting the Ship-To link:

 

Default Segment selections are also populated and can be changed when exceptions occur by clicking in the appropriate dropdown menu: