Default Settings for New Customers

How to Configure New Customer Default Settings in 10X ERP

In 10X ERP, admin users can set global default values for new customers through the General Settings section. These defaults—such as allowing backorders or printing CFC—automatically populate when creating a new customer, either from the customer table or within a sales order. Users can override these defaults as needed on a case-by-case basis.

• Go to Admin > General Settings
• Scroll to Bottom to Find New Customer Defaults
• Set Global Defaults (e.g., Print CFC, Allow Backorders)
• Defaults Auto-Fill When Adding New Customers via Customer Table or Sales Order
• Override Defaults Per Customer as Needed Under “More Details”