Quotes | Apply contact defaults
Hi.
Prior to the recent update to quotes, the default sales settings inputted onto a contact would carry across to the product rows on the quotes.
i.e you could set the default department and category for a customer which would auto-populate when you entered a product / tabbed across the product line whilst inputting the information.
Do you think this functionality could be restored?
The ability to tab across has actually been removed too, could this be re-added to? Or if there's an alternative key to press that would work too.
Purpose: to save sales people time when inputting large quotations as otherwise you have to select from your list twice for each row.
Chloe Chambers
shared this idea
Hi everyone, sorry we've not updated this idea sooner. With feedback and smaller iterations to the new experience for Quotes our team have made a change so that contact defaults saved within a contacts record will flow though to a new Quote once the Contact has been selected.
Once you select a contact within your Quote you should see a small pop up at the bottom of the screen to indicate that these have been applied - Like the example I've attached
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Andy Aplin
commented
I am new to Xero so can't comment on what used to come across to quotes from a customer's default sales settings, but as a newby, to find that this doesn't happen seems ridiculous.
What is the point of populating the default settings if you then have to re-enter details when creating the quote.
We are in the UK and have some customers who are CIS and VAT registered, and require a specific sales account, VAT treament, and we use a particular sales invoice layout. All of these things can be specified in the default settings for the customer. However, when creating a quote for those customers, through Projects, the customer defaults do not get auto-populated. Xero puts in system defaults.
We then have to overwrite the system defaults with those for the customer so they can see the correct VAT treatment that will be applied to their invoice.Come on Xero. Do some joined-up thinking.