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 file. The user is provided with checkboxes and data entry fields for configuring and setting the Sapphire Master Default functions for your data file.

Within the Master Defaults function, there are currently 17 different pages that provide a user with a comprehensive range of master default functions for the control and management of processes within your data file. These 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 particular 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:

  1. Navigate to Utilities Mode.
  2. Go to the Controls menu.
  3. Select the Master Defaults option.

Master Defaults System Page

The selections made in the SapphireOne Master Defaults System 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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