Configure Default Product Fields

Users can save time when creating new products in Acctivate by setting product defaults. These are fields that are automatically filled in with data on the Product window when a user clicks the “New” button. To configure which data is entered in these fields:

  1. Go to File > Configuration Management to open Configuration Manager
  2. Select Inventory > Inventory Options in the Configuration Manager window
  3. Click the Edit button.
  4. Under the Product Defaults section, set the Stocking Unit, Control Type, Cost Method, and Tax Code most commonly used in your business. When finished, Save your changes.

The next time you create a new product, these product defaults will automatically be populated.
product defaults

Posted in Inventory - Last modified on June 13, 2019
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