Commercial Defaults

The Commercial Defaults tab configures fallback payment terms that are automatically applied to new documents.

Commercial Defaults tab

Accessing the Page

Open this page from the Portal sidebar under its module section.

Set a fallback payment terms value that is automatically applied to new sales documents when the business partner has no payment terms configured.
Set a fallback payment terms value for new purchase documents under the same condition.
Clear either default so no automatic terms are applied.

Sets the default payment terms for sales documents (quotes, sales orders, invoices).

Field	Type	Description
Default Sales Payment Terms	Payment Terms dropdown	Select the default terms for new sales documents
Placeholder	—	“None”
Clearable	—	Yes, can be cleared to remove the default

Hint: “Applied to new sales documents when the selected BP has no payment terms”
Display: When set, shows as "[code] - [name]" (e.g., “NET30 - Net 30 Days”)
Max width: max-w-md

Sets the default payment terms for purchase documents (purchase orders, purchase invoices).

Field	Type	Description
Default Purchase Payment Terms	Payment Terms dropdown	Select the default terms for new purchase documents
Placeholder	—	“None”
Clearable	—	Yes, can be cleared to remove the default

Hint: “Applied to new purchase documents when the selected BP has no payment terms”
Display: When set, shows as "[code] - [name]" (e.g., “NET30 - Net 30 Days”)
Max width: max-w-md

When creating a new sales or purchase document, the system checks the business partner’s payment terms first:

If the BP has its own payment terms → use those
If the BP has no payment terms → use the commercial default from this settings page
If no commercial default is set → no payment terms are applied

Event	Message
Update success	”Commercial settings updated successfully”
Update error	”Failed to update commercial settings”
Load error	”Failed to load commercial settings”

Viewing this page requires access to the corresponding module.
Create/edit/delete actions are visible only to users with matching permissions.
After a successful action, the page updates list/detail data to reflect the change.