Setup Default Location & Default Customer for Quick Invoicing

TABLE OF CONTENTS

1. Why is it necessary to set up the default location and default customer?
   • Step-1: Log in to the Asaan Retail portal.
2. How to Set up Default Location & Default Customer
   • Step 1: Click on the Edit Personal Default button under the Default Details section.
   • Step 3: Choose your desired customer and location as default, then click the Save Changes button. For instance:
3. How to Set up Default Service for Invoices (i.e Delivery Charges)
   • Step-1: Log in to the Asaan Retail portal.
   • Step-2: Hover your cursor to the flyout menu on the right and click the settings icon (3rd from the bottom).  
   • Step-3: Go to the “Company” tab in a new window.
   • Step-4: Scroll down and in the Company Details panel, click the “Edit Company Details” button.
   • Step-5: A pop-up window will appear with the 2 tabs:
   • Step-6: Go to the other Details tab and scroll down to the button > Add your delivery service product > Click “Save Changes”.

Why is it necessary to set up the default location and default customer?

Each user can set a personalized default location and customer. It is helpful if each employee dispatches sales orders to a particular customer in a particular location. Therefore, it is recommended for each user to set their own default location and default customer to avoid having to always change the inventory location and customer in a new order. It will help them make their work more efficient and leverage quick invoicing.

Asaan Retail’s personal settings page allows you to set up default location and default customer for quick invoicing. To add or edit your default customer or default location:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the left and click the settings icon.

 (Or you can access settings by typing settings in the search menu at the top).

In the window, you will have 4 tabs. In the first Tab “Personal” you can add or edit:

1. Personal Details including Name, Phone no, (Reply to) Email, CC email, BCC email
2. Default Location and Default Customer.
3. Current Password.

How to Set up Default Location & Default Customer

Step 1: Click on the Edit Personal Default button under the Default Details section.

In the new pop-up window, you can add or edit your default details including:

• Default Customer
• Default Location
  
  

Step 3: Choose your desired customer and location as default, then click the Save Changes button. For instance:

Your new default location and default customer will be saved as:

How to Set up Default Service for Invoices (i.e Delivery Charges)

Default service is intended to add any service by default to all of the invoices you create (eg: Delivery Charges, Packaging Fees, etc). It will free your team from the repetitive task of adding services/service charges to all orders each and every time.

To set up your default service in your Asaan Retail account:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the right and click the settings icon (3rd from the
bottom). 
 

OR you can access Settings by typing Settings in the search bar on the top.

Step-3: Go to the“Company” tab in a new window.

Step-4: Scroll down and in the Company Details panel, click the “Edit Company Details” button.

Step-5: A pop-up window will appear with the 2 tabs:

1. Basic Information
2. Other Details

Step-6: Go to the other Details tab and scroll down to the button > Add your delivery service product > Click “Save Changes”.

Learn how to add service products in Asaan Retail.