Add default catalog lines to every new record
Make certain products get added automatically to every new record, such as a “Visit fee” on every quote. They show in the create form with their current prices and totals.
Before you start · for ownersThe permission to edit units
- You need: The permission to edit units
Steps
How it works
Default lines follow the same rules as picking by hand: they’re priced at the catalog price at the moment the record is created, and their names and units are copied. If one of the default products was deleted, or the person creating the record isn’t allowed to see it, it’s skipped, and the record is still created.
Saving the field’s settings without touching the default value keeps it as it is. To clear it, delete the lines from the default value box.
A real example
Every quote needs an “Inspection visit” line, and employees forget it.
- They made “Inspection visit”, with a quantity of 1, a default line in the line items field.
Every new quote starts with the inspection line, and the employee deletes it only if it isn’t needed.