Last update: 09/21/2023

Settings - Quick Start

    In the Quick Start section, you'll have the opportunity to streamline your initial setup by defining specific settings. These settings will work to automatically populate various related fields across multiple pages, including Quotes, Order Creation, Order Import, and Product pages. This simplifies your workflow and enhances efficiency as you navigate through these different areas of the application.

1. Click on 'Settings' and the, on 'Quick Start'.

2. Personalizing your experience

    The starting page lets you view your existing configurations, take actions on them, and create new ones.

    First, you will select which area to configure by clicking on its name in the dropdown menu. Selecting the field will highlight it in blue over the selection bar. Please note that more than one category can be added in the configuration you are setting.

After selecting the categories, click on 'Add' to proceed with the setting.

2.1 Where and what to apply 

    You can then set a rule for the situation to which this setting will apply, whether it is for Order Create, Order Import, Product, or Quotes (multiple fields can be selected). After this step, choose one of the options from the menu on the right to finalize the configuration. To save the settings, click 'Save.'

3. Editing and excluding

    You can also edit or delete an already set configuration. Click on the 'Modify' button for the configuration you want to adjust or remove, and the menu, illustrated in the next image, will appear.

• To edit the configuration, click on the '+' button.
• To delete the configuration, click on the 'x' button.

    To save the change, click on 'Save'.

*Attention: The Support Center articles features Nobordist legacy layout and may not reflect our current layout experience