Default Customer

YouTube: How to Automatically Set a Default Customer for Cash Bills in Sale Bill ?

How to Automatically Set a Default Customer for Cash Bills in Sale Bill?

In this tutorial, we will explore the Default Customer feature—a convenient tool that allows you to predefine a customer account for quick selection during cash transactions in billing.

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Step-by-Step Configuration

• Open the Sales Voucher Configuration.

• Select the relevant Billing Series.

• Click on “Other Setting 1”.

• Click on the “Other Settings” button.

• Locate the option labeled: “Default Customer”.

As shown in the picture, you can select the party from here.

• Use this option to select a predefined customer account.

  • This helps you automatically populate customer details during cash transactions, eliminating the need for manual selection.

• After selecting the default customer, click Save to apply the changes.

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Operational View of the Feature

• Begin a new billing transaction.

• Select the payment mode as Cash.

• The software will:

  • Automatically populate the customer's name as per the default customer configured earlier.

As you can see in the picture, when the Cash Payment Mode is selected, the default customer is automatically loaded.

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This feature streamlines the billing process, especially for frequent cash transactions, and helps reduce manual entry errors.