Organization Defaults
For: Admins (and roles with this permission) — pre-fill division, branch, and warehouse on new documents
Title Default Organization Configuration. Guide on screen: These settings will be automatically applied when creating new documents. You can still change them individually for each document if needed.
Settings → Organization defaults → Division → Branch → Warehouse → Save Configuration
What this is for
1. Default Division, Branch, Warehouse
Fields: Default Division, Default Branch, Default Warehouse — all required to save
What it affects: Pre-filled organisation location on new documents. Users can still change the pickers on the document. It does not move existing documents
- 1
Pick Division, then Branch, then Warehouse.
- 2
Click Save Configuration. Or Reset to None to clear all three.
Note: Warehouse options are only warehouses on the selected branch.
Business rules
| Topic | Rule |
|---|---|
| Who sees it | Settings → Preferences and advanced → Organization defaults. Title Default Organization Configuration. View permission (or admin). Save / Reset need edit |
| Cascade | Division required, then Branch (cleared when Division changes), then Warehouse filtered to that branch (cleared when Branch changes). All three required to Save Configuration |
| Reset to None | Clears division, branch, and warehouse. Disabled until a default division is already saved |