This article lists and explains all fields available on the Defaults tab when managing a 3PL Client.
Defaults
The Defaults tab contains fields for managing a 3PL Client, these include -
Currency ID - Set the default currency when manually inputting an order for the 3PL Client.
Courier Service Type - Set the default courier service type when manually inputting an order for the 3PL Client.
Default Courier Service based on Price if no Courier Mapping - If no courier mapping can be found for the client, it will allocate the cheapest courier based on the price.
Active - Set if the client is active or not.
Holding Order Policy - Set what Should happen when items are out of stock.
Back Order Stock Allocation Policy - Set the order allocation for back orders.
Picking Logic Type - Set the picking logic type for All, Batch or Single orders.
Alert Possible Merge Orders On Import - When importing orders from integration, it will alert if there is an order that can be merged with another, it matches based on Name and Postcode.
Infinite Stock - Enable if all products sold by the client can be set as infinite stock.
Mark Product as Discontinued when Stock level Hits Zero - If enabled when a 3PL Client's products stock level goes to 0 it will mark it as discontinued.
Record Inventory Levels & Stock Value Daily to build historical record - This is recommended to enable if you want to log historic inventory and stock value levels.
Default Unit Storage Fee - Fee used if Storage Unit Price is 0 on the product details.
Packaging Instructions - If needed, enter default packaging instructions.
Subscription Order Creation Delay - Set the number of days before to create a subscription order (0 is Instant)
Subscription Start Default - Set when subscription orders should start.
Import Billing Address - If enabled, this will import the billing address with an order. This is only available on selected integrations, if you would like to confirm the integrations supported, please raise a new case online and reference the title of this article.
Test Mode - More information can be found in our Test Mode - Auto Print and Despatch Orders help guide.
Archive Orders - If enabled, orders will start being archived on a schedule set below.
Number Of Months to Archive Orders after despatch - Set the number of months to archive an order after its been despatched.
Clients Orders Must have a rework item against it before they can be despatched - If enabled, an order must contain a rework item before it can be despatched.
Allow Duplicate Barcodes - This feature is only available when manually creating products, this won't work if they are being imported from an Integration. More information can be found in our Using Duplicate Barcodes help guide.
Auto Track All New Products With Batch Numbers - If enabled, all new products created for the client will require a batch number.
Auto Track All New Products With Expiry Dates - If enabled, all new products created for the client will require an expiry date.
Auto Track All New Products With Serial Numbers - If enabled, all new products created for the client will require a serial number.
Use Product Cost Price For Warehouse Transfer - If enabled, when carrying out a warehouse transfer for the client, the product cost price can be included in the transfer.
Replen Enabled - Enable this if you will be using replenishment with the 3PL Client. Additional information can be found in our Replen help guide.
Defaults tab FAQ
Unable to mark order number as despatched! Order doesn't have a rework item registered against it
The following error will show if the Clients Orders Must have a rework item against it before they can be despatched toggle is enabled, and someone is attempting to despatch an order that doesn't contain a rework item.