Tutorial: Set Up Item Default Coding
Goal: Automate the coding of transaction lines by setting default values (like GL Account or Tax Rate) for specific items in your catalogue.
Persona: Chloe Davis (IT Systems Administrator) or Kenji Tanaka (Data Analyst)
Coding individual line items on invoices or purchase orders can be repetitive, especially for frequently purchased items. Zudello allows you to associate default coding directly with item records in your Inventory catalogue. When a transaction line is matched to an item with defaults configured, Zudello automatically applies those defaults (like the standard GL account or tax rate for that item), reducing manual effort and ensuring consistency.
This tutorial walks you through finding an item record, setting a default coding value (using Tax Rate as an example), and verifying that the default applies correctly when the item is used on a transaction line.
Steps:
Let's start by finding the item record.