Setting the Default Batch
The Select a default batch user preference allows a default batch to be set up for all transactions (that use a batch) in NetForum . This batch will be used unless manually over-ridden, changed to a different default batch, or this option is turned off.
There are three ways to set up a Default Batch in NetForum . You can:
- Set the default batch from the User Preferences page.
- Set the default batch from the Centralized Order Entry page.
- Set the default batch from the Add Batch page.
From the User Preferences Page
You can set up a default batch through your User Preferences. With the default batch set up, when you add a payment, process fulfillment orders, or other accounting transaction, the batch number will automatically populate the batch drop-down list. The default is set until you change the user preference again.
Information
To set up a default batch, complete the following steps:
- Expand the user-settings menu by clicking the hyperlinked user-name in the upper-right corner of the NetForum interface.
- Click the My Preferences hyperlink to open the NetForum User Preferences pop-up window.
- Expand the Select a default batch drop-down menu and select the batch you wish to serve as your default batch.
Batches 03.gif
- Click the OK button.
From the Centralized Order Entry (COE) Page
The default batch can also be set up from the Centralized Order Entry (COE) page.
Clicking the make default? check box will set the batch selected in the batch drop-down menu as your default batch for all future transactions.
From the Add Batch Page
Clicking the make default? check box on the Add Batch form makes the newly added batch your default batch for all future transactions.
Tip: Setting a default batch can speed up your checkout process in NetForum.