Master Defaults

Master Defaults Overview

The Master Defaults menu, found in the Utilities Mode under the Controls Tab, allows users to access their companies master defaults and system controls within their data files. The user is provided with checkboxes and data entry fields for configuring and controlling the Master Defaults functions which allows for your entire data file within SapphireOne to be viewable under administrative groupings and appropriate controls.

Within the Master Defaults function, there are 17 different pages a user can choose that provide a comprehensive range of master default functions within your data file automatically integrating. The pages are as follows:

System, Clients, Clients Credit, Vendors, Job Projects, Inventory, Inventory 2, Invoices, Point of Sale, Payroll/HR, Custom, Work Book, Assets, API, Colours, Web Pack and Web Store.

All Master Default settings are common across all companies within the data file. However, there are three exceptions to this and these are listed below. A user will have to log in to each company in the data file and check these settings.

The three settings that are not common across Master Defaults in all companies are: 

  1. Both the Client and Vendor Tax Codes. (Client and Vendor Pages). 
  2. The default Location. (Inventory Page). 
  3. The Master Billing Lookup area. (Job Projects Page). 

To access the Master Defaults function navigate to Utilities Mode, the Controls Tab and click the Master Defaults item form the list of functions.

Master Defaults Page

The selections made in the System Master Defaults Page seen above affect all areas of SapphireOne. The functionality of each option are listed below.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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