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Part list default settings
The main modules > Contacts > Contacts detail view > Part list default settings

In the part list default settings the preselection of single options of single part lists will be stored. This is interesting, when a customer always orders the products in the same (special) color or favors a specific manufacturer for single parts (e.g. for motors). When a project document is created (locally or in the web modules), the configurator of that part list is opened with already (pre-)selected options.

In the part list default settings the following additional functions are available:

 

Adds a new part list default setting.
Deletes the selected part list default setting.
Copies the selected part list default setting(s) into the clipboard.
Pastes the part list default setting(s) from the clipboard.

 

When creating a part list default setting, first the article list will be opened for chosing the part list to configure. In the appearing configurator the related optins can be set. Those then are always presetted when the part list is used in projects of ths customer. 

 

Configuration of the partlists default settings

Configuration of the partlists default settings

 

Changed options automatically gets the flag for taking over the default setting. But also deault values can be set as a default setting by manually clicking the checkbox for the corresponding option. This way they also keep preset when the default values are changed by adjustments of the part list itself (Change in the order of the options, not deletion of the options).

 

All default settings of a part list of one customer are displayed collected in a list. For each default setting it is apparent for which part list (matchcode) it is valid, which options are set and when and by which user they were created or changed.

 

Overview of all part list default settings of a contact

Overview of all part list default settings of a contact

 

Of course only one presetting can be created for each customer - part list combination. If anyone mistakenly tries to create a second presetting an error message is shown.

 

With the function "copy to clipboard" and "paste from clipboard" the presettings of one customer can be copied to another.