Allow Sales Order Type to Default as Blank, but a Required Field

Enhancement Voting
1

Name of Feature/Request: Allow Sales Order Type to Default as Blank, but a Required Field

What financial, time savings, or quality of life improvements will occur with this: Employees will be forced to think about what sales order type they’re using instead of incorrectly using the default every time. Small companies don’t have time to approve every single sales order to make sure they’re creating sales orders with the correct sales order type. Massive time savings not having to constantly play overwatch and do house keeping for human error.

Attempted solutions so far: Taping a big piece of paper to everyone’s computer monitor.

Digging deep - Any additional Why behind this request / How was this accomplished before Striven: Literally just make the quote type a required field and don’t force a default sales order type, this would be so easy to implement while allowing defaults to also be used like usual.

We had this issue as well, and leaving it blank but required is the better solution. However - I'm kind of an ass, so my solution was to make our default type the 'warranty sales order'. It has a bunch of required custom fields to complete below the item table, making it obvious they are on the wrong one, and impossible to complete. This makes them change it to the correct type before saving. It works out better than making the default type the most common type.

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That's a good idea for a work around and likely our only option. Thanks.

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