In Logistiqo, default values can be stored on a company record. These values are automatically used when a new shipment is created for the customer.
This is useful for customers with recurring shipment patterns, fixed loading or unloading addresses, regular services, or specific operational requirements.
Opening the Default Settings
Go to Contacts > Debtor Company and select the customer.
Open the Miscellaneous tab.
This tab contains the default settings and related settings that can influence how new shipments are created for the customer.
How Default Values Work
Default values are used as a starting point for new shipments.
For example, if a customer usually ships from the same warehouse, this address can be stored as the Default Sender. When a new shipment is created for that customer, Logistiqo can automatically insert this sender.
The same logic applies to:
- Default Consignee
- Default Goods Description
- Shipment Type
- Transport Unit
- preselected services
- instructions
- invoice recipient
In most cases, these values are prefilled and can still be changed in the shipment. However, some settings can intentionally prevent changes, for example if the sender or consignee should always remain fixed.
Default Sender and Default Consignee
Use Default Sender if shipments for the customer normally start from the same loading address.
Use Default Consignee if shipments normally go to the same unloading address.
This is especially useful for customers with fixed warehouses, recurring delivery points, regular internal transport flows, or portal-based shipment creation.
After changing these values, save the company and test the result by creating a new shipment for the customer.
Default Goods Description
The Default Goods Description field can be used when the customer often ships the same type of goods.
Typical examples are pallets, parcels, machines, spare parts, or recurring product groups.
This saves time and helps keep shipment data consistent.
Shipment Type and Transport Unit
The Shipment Type defines which shipment process should be used by default for this customer.
The Transport Unit defines the default transport unit that should be used for new shipments.
These fields are useful when a customer normally uses the same operational setup and users should not have to select it manually every time.
Preselected Services
Services can be stored in the related settings of the company.
A preselected service is automatically added when a new shipment is created for the customer.
This is useful if a customer always needs the same freight service, handling service, surcharge-related service, or internal service position.
To add a preselected service:
- Open the company under Contacts > Debtor Company.
- Go to the Miscellaneous tab.
- Add the service in the related Service table.
- Save the company.
Instructions for Companies and Addresses
Instructions can be stored on companies or addresses so that important notes appear automatically when the company or address is used in a shipment.
Typical examples are loading instructions, delivery instructions, access information, opening hours, gate information, or contact instructions.
Use company-level instructions when the information applies to the company in general.
Use address-level instructions when the information only applies to one specific loading or unloading location.
Settings That Affect Shipment Behavior
Some settings in the Miscellaneous tab directly affect how shipments behave.
For example, Reference Required can prevent a shipment from being saved unless a reference is entered. Reference Unique can prevent the same reference from being used more than once.
Settings such as Disable Sender or Disable Consignee can be used when the sender or consignee should not be changed manually in the shipment.
Use these settings carefully, because they change the workflow for users who create shipments for this customer.
Invoice Recipient and Warehouse Billing
The related settings can also contain invoice recipients and warehouse billing settings.
An invoice recipient is useful if the operational customer and the company receiving the invoice are not the same.
Warehouse billing settings are relevant if storage or handling prices should be applied for this customer.
These settings should match the commercial agreement with the customer.
Testing the Setup
After saving the company, create a test shipment for the customer.
Check whether the expected values are inserted:
- sender
- consignee
- goods description
- shipment type
- transport unit
- services
- instructions
- invoice recipient, if relevant
This is the easiest way to verify that the default settings work as intended.
Common Issues
If default values are not applied, first check whether the company was saved after the change.
Also check whether the shipment is created for the correct customer, whether the default sender or consignee is still active, and whether the required service or setting is maintained on the company.
If a value appears but cannot be changed, check whether a setting such as Disable Sender or Disable Consignee is active.
Summary
Default values for new shipments are maintained on the company under Contacts > Debtor Company > Miscellaneous.
They help automate recurring shipment data and reduce manual entry.
Use them especially for customers with fixed loading addresses, fixed unloading addresses, recurring services, fixed shipment types, special instructions, or specific invoicing requirements.