Setting up transaction details autocomplete

When you create a new transaction, Kladana can automatically fill in the details for you. You set default values once and save time on each transaction. You can edit the details within the transaction if necessary.

1. In the Kladana workspace, click on the user icon and select My Profile.
2. Specify the default values for the following transaction details:
   • Company;
   • Warehouse;
   • Product Warehouse;
   • Customer;
   • Supplier;
   • Project.
3. If there is no relevant value, click + next to the field to add a new item.
4. Click Save.