Documents, naming and customisation · Guide 549 of 624

Set default values for fields

Set default values in RockifyERP so fields fill in automatically, such as a default warehouse or customer group.

How to do it in RockifyERP

Open Customize Form for the document.
Set the field’s Default.
Or set user-specific defaults with session defaults or user permissions.

Tip: Good defaults reduce mistakes more than training does.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.