Customer specific default settings are set from the "Defaults" tab (below).
Sales Rep & CSR: New estimates and jobs for this customer will be assigned to the default employees referenced here.
FOB: Used for new shipments for this customer.
Markups: Customer specific markups can be defined to be used for new estimates for each customer. When not active for a customer, the default markups (from System Settings) will be used.
Special Instructions: New estimate and jobs for this customer will include any default special instructions listed here.
Shipping: Default carrier and method for new shipments for this customer. When not assigned, the System Settings default carrier and method will be used.