Default steps can help you save time by prefilling a partner to a certain step so you do not have to manually customise each orderline after upload.
For example, if you always have the same partner for Warehousing you can use Default Steps to assign this step automatically to that partner each time. This means you will no longer have to Customise each orderline.
Set default steps
Go to the Orderlines page and click on the Settings tab
Toggle down the Assign default steps section
Select the level you wish to set the Default step for, either Brand(s) or Contractual partner level
Select the Brand or Contractual partner you wish to set the default step for
Select the Product group for this step
Click on Create
A default step can be assigned on either the Brand or Contractual Partner level. Once the level has been selected, you will not be able to add another Default step to the other level. This means that if you select a Default step on the Brand level, you will only be able to add further Default steps on the Brand level. You will not be able to add Default steps on the Contractual partner level. You can delete the steps at any time to be able to switch to the other level.
Edit default steps
If you want to edit a Default step, you can click on the edit icon and adjust your selection.
Delete default steps
If you want to delete a Default step, you can click on the bin icon. You will be promoted to confirm this by clicking Delete in the pop-up.
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