Customer default coding

Zudello saves you time by automatically coding sales documents with predefined values for each of your customers. This guide explains how to set up and manage default coding for your customers.

Best practices

• Review default coding settings regularly to ensure they match your business requirements
• Ensure customer defaults are consistent between Zudello and your ERP
• Consider the impact on existing processes before making changes

Understanding default coding

Default coding in Zudello automatically applies predetermined values to specific transaction fields whenever:

• A document is uploaded and the customer is successfully matched
• A customer is manually matched to a document
• You click Apply Trained Rules for a document with a matched customer

Setting up default coding

You can configure default coding in two ways:

ERP integration

If your ERP supports default coding rules:

1. Set up the rules in your ERP
2. Zudello pulls these rules when fetching customer records
3. Rules are automatically saved in Zudello

To check whether customer default coding are pulled from your ERP, contact your organisation administrator or Zudello support.

Customer card configuration

To set default coding directly in Zudello:

1. Open the customer card:
   • From a document: Click View next to the matched customer
   • From the Relationships module:
     • Click the Customer submodule
     • Find and open the relevant customer

2. Locate the default coding section

3. Click the field you want to set a default for
4. Select your desired value
5. Click Save

To modify existing default coding:

1. Open the customer card
2. Find the field you want to update
3. Select a new value
4. Click Save

Need help?

Contact your organisation administrator or Zudello support for assistance with default coding configuration.