Transport orders

# Set order defaults per customer and location

Fill empty fields of new orders automatically, such as time windows, remarks and delivery terms, per customer, per location or for the whole platform.

Updated October 13, 2026

**Who can do this:** Permission to edit businesses or locations. Platform-wide defaults need access to the Environment tab of Settings (role level 1000).

Order defaults save typing and prevent mistakes. Tell Transportial once that a customer always ships under DAP, or that a warehouse is only served during its opening hours, and every new order gets those values wherever it leaves the field empty.

## Where you set defaults

| Level    | Where                                                                    | Applies to                                                                |
| -------- | ------------------------------------------------------------------------ | ------------------------------------------------------------------------- |
| Customer | The business form, section **Order defaults**.                           | New orders of this customer.                                              |
| Location | The location form, section **Order defaults** (below **Opening hours**). | Stops at this location on new orders. Only the stop fields are available. |
| Platform | **Settings**, tab **Environment**, section **Order entry**.              | Every new order.                                                          |

## Set defaults for a customer

1. Open the side menu (☰, top right), choose **Businesses** and open the customer.
2. Click the pencil icon to edit the business.
3. Go to **Order defaults** and fill in the fields you need (see below).
4. Click **Save**.

For a location, open it from **Locations**, edit it and fill in **Order defaults** the same way.

## The fields

* **Time window**: what to do with a stop that only has a start time, only an end time or no window length. Choose **No default window**, **Fixed length from the entered time** (with **Window length (minutes)**), **Whole day** or **Opening times of the location**. A stop with a full time window is never changed. When the location has no opening hours that day, the fixed length is used.
* **Stop remark**: a remark for the stop, for example "Report at gate 3".
* **Order reference**, **Shipment remark**, **Shipment type** and the delivery terms (**Select delivery terms**): customer and platform only.

## Which default wins

For each field: what you enter on the order wins, then the stop's location (stop fields only), then the customer, then the platform. Defaults only fill empty fields; they never overwrite a value that is already there.

* Defaults are used when an order is created, whatever the source: the order form, the customer portal, the API, imports, order templates and recurring schedules. They are not applied again when you edit an order.
* In the new order form, the customer's defaults are filled in as soon as you choose the **Customer**. The customer's delivery terms replace the platform's default delivery terms in the form.

Customer portal users do not see order defaults. Assignment rules can still change a value that came from a default; see [Assign orders and trips automatically](/en-us/help/assignment-rules).

## Related articles

* [Create a transport order](/en-us/help/create-transport-order)
* [Manage businesses](/en-us/help/businesses)
* [Manage locations](/en-us/help/locations)
* [Create orders automatically with a recurring schedule](/en-us/help/recurring-orders)
* [Add loading, unloading and other actions](/en-us/help/transport-order-actions)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en-us/contact)[Report an issue](/en-us/report-issue)

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Canonical page: https://transportial.com/en-us/help/order-defaults