Summary:  

This article describes how to change the default options for products in SalesPRO.   There are a couple of ways to do this:  At the product level and at a system level. 

Instructions

System Level:

• From within SalesPRO, go to the Maintenance tab
• Select the drop down menu under Manage Lists
• Select Option Defaults

• On the Option Defaults window, select New
• In the Option Name field, type the option name.  Please note that the option name must match exactly.  (For Example:  Valance Type would be a separate option from Valance)
  

• Option names are also case sensitive.  For example, if you are wanting to set the default for Option 'Valance Type', typing 'valance type' will not apply.
• In the Option Value field, type the desired option value.  Again, the option value must match exactly. 
• Press OK to exit and save the change.
• When using this method, the Option Value selected will apply to EVERY product which contains an Option Name and Option Value that match the data entered. 
  

Product Level:

• From within the SalesPRO software, go to the Maintenance tab and select the Product Manager icon
  

• Double click a product for which you wish to change the default option. For this example, we'll use Alta 1-3/8 inch Wood Blind. 
  

• This will bring up the Product Properties window. 
• Select the Usage tab
• Click on Option Defaults

• On the Option Defaults window, click on New.
  

• On the Edit Option Default window, type in Option Name: and Option Value: of your choice  (note BOTH of these values must match exactly)
• Click OK to exit and save your change
• The new default option will apply only to the selected product.
  

Applies To:

• SalesPRO Software