Default Field Values for New Products, Customers and Suppliers

Cin7 Core allows default field values to be configured for new products, customers and suppliers, allowing faster and more convenient data entry from anywhere within the system.

When default field values are set up, every time a new product, customer or supplier is created from within Cin7 Core, the available fields are pre-filled with these values.

When creating new product/customer/supplier records, the fields with default values remain editable, meaning you can change their values at any time.

Default field values are also referenced when creating customers in Amazon, eBay, Magento, ShipStation, Shopify and WooCommerce, if your Cin7 Core account is integrated with these systems.

Prerequisites

Getting Started Guide (required)
Reference Books (recommended)
Setting up Products (recommended)
Setting up Customers (recommended)
Setting up Suppliers (recommended)

Introduction

Default field values are set up from Settings → Reference Books. After navigating to Reference Books, you should see the Default Field Values section at the bottom. From here, select the applicable category that you want to set up.

Note: Only admin users and owners, as well as users with Configure default values for Product/Customer/Supplier access, can see the Default Field Values section in Reference Books. For more information, see User permissions explained.

Default Field Values for New Products

The fields that allow the setup of default values are dynamic – they are displayed according to the selected product type.

If Product Type = Stock or Non-Inventory, all fields in the table below, with the exception of Fixed Asset Type, are displayed.
If Product Type = Fixed Asset, all fields are displayed.
If Product Type = Gift Card or Service, only some of the fields are displayed.

See the List of Fields Based on the Selected Product Type below for a complete list of New Product fields available for default value configuration.

To set up default field values for new products:

Under the Default Field Values section of the Reference Books page, click Product.
On the Product Field Settings page, select the default values for the various fields, then click Save.

The various default fields for products are listed below.

Field Name	Possible Values
Type	Select from the following product types: Stock (this is the Default option) Service Gift Card Non-Inventory Fixed Asset The fields that are discussed in the next rows in this table are displayed to users based on the selected product type. See the List of Fields Based on the Selected Product Type for more information.
Fixed Asset Type	Select from any of the Fixed Asset types defined under Reference Books → Financial → Fixed Asset Types. This field will only be displayed when Product type = Fixed Asset.
Category	Select from any of the product categories defined under Reference Books → Stock → Product Categories. For more information, see Reference Books.
Brand	Select from any of the product categories defined under Reference Books → Stock → Brands. For more information, see Reference Books.
Costing Method	Select from any of the following costing methods allowed in Cin7 Core: FIFO (this is the Default option) FIFO - Serial Number FIFO - Batch FEFO - Serial Number FEFO - Batch Special - Batch Special - Serial Number. For more information, see Costing Methods.
Unit of Measure	Select from any of the units of measure defined under Reference Books → Stock → Units of Measure. For more information, see Reference Books.
Drop Ship	Select from any of the following Drop Ship options: No Drop Ship Optional Drop Ship Always Drop Ship
Product Discount	Select from any of the product discounts defined under Reference Books → Stock → Product Discounts. For more information, see Reference Books.
Default Location	If a default location has been specified under Reference Books → Stock → Locations & Bins, it will be displayed here. Otherwise, select from any of the locations defined under Reference Books → Stock → Locations & Bins. For more information, see Reference Books.
Additional Attribute Set	Select from any of the additional attributes defined under Reference Books → Other Items → Additional Attributes. For more information, see Reference Books.
I am selling this product	Select either Yes or No. Set to No by default.

List of Fields Based on the Selected Product Type

As mentioned in Default Field Values for Products above, the fields where default values can be set up are dependent on the selected product type. The table below shows the different fields that are available for default value configuration based on Product Type.

Product Type

Stock/Non-Inventory

Fixed Asset

Service

Gift Card

Available Fields

Category
Brand
Costing Method
Unit of Measure
Drop Ship
Product Discount
Default Location
Additional Attributes Set
I'm selling this product

Category
Brand
Costing Method
Unit of Measure
Drop Ship
Product Discount
Default Location
Additional Attributes Set
I'm selling this product
Fixed Asset Type

Category
Brand
Product Discount
Default Location
Additional Attributes Set
I'm selling this product

Category
Brand
Unit of Measure
Additional Attributes Set
I'm selling this product

Default Field Values for New Customers

To set up default field values for new customers:

Under the Default Field Values section of the Reference Books page, click Customer.
On the Customer Field Settings page, select the default values for the various fields, then click Save.

The various default fields for customers are listed below.

Field Name	Possible Values
Currency	Displays the default currency, set up during account creation, of the logged-in user. Allows selecting another currency from the list.
Sale Account	Select from among the sale accounts available on the Customer Details page.
Tax Rule	Select from any of the tax rules defined under Reference Books → Financial → Taxation Rules. For more information, see Reference Books.
Payment Term	Set to 30 days by default. Select from any of the payment terms defined under Reference Books > Financial> Payment Terms. For more information, see Reference Books.
Account Receivable	Select from among the accounts on the list. For more information, see Accounts and Chart of Accounts.
Sale Price Tier	Select from among the price tiers on the list. Price Tier names are set up in General Settings while Price Tier values are managed from the Inventory module.
Sales Representative	Select from among the sales representatives listed.
Default Carrier	Select from any of the carriers defined under Reference Books → Other Items → Carriers. For more information, see Reference Books.
Default Location	If a default location has been specified under Reference Books → Stock → Locations & Bins, it will be displayed here. Otherwise, select from any of the locations defined under Reference Books → Stock → Locations & Bins. For more information, see Reference Books.
Attributes Set	Select from any of the additional attributes defined under Reference Books → Other Items → Additional Attributes. For more information, see Reference Books.

Default Field Values for New Suppliers

To set up default field values for new suppliers:

Under the Default Field Values section of the Reference Books page, click Supplier.
On the Supplier Field Settings page, select the default values for the various fields, then click Save.

The various default fields for suppliers are listed below.

Field Name	Possible Values
Currency	Displays the default currency, set up during account creation, of the logged-in user. Allows selecting another currency from the list.
Default Carrier	Select from any of the taxation rules defined under Reference Books → Other Items → Carriers. For more information, see Reference Books.
Tax Rule	Select from any of the taxation rules defined under Reference Books → Financial → Taxation Rules. For more information, see Reference Books.
Payment Term	Set to 30 days by default. Select from any of the payment terms defined under Reference Books → Financial → Payment Terms. For more information, see Reference Books.
Account Payable	Select from among the accounts on the list. For more information, see Accounts and Chart of Accounts.
Attribute Set	Select from any of the additional attributes defined under Reference Books → Other Items → Additional Attributes. For more information, see Reference Books.