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Session Defaults in SuperNova

Session Defaults allow users to predefine default values for specific fields during their session, reducing repetitive data entry and improving efficiency.

Why Use Session Defaults?

For businesses operating across multiple locations, setting fields like Company, Country, and Currency for each new transaction can be time-consuming. Session Defaults streamline this process by automatically populating these values, saving valuable time—especially when handling high volumes of transactions like Sales Orders.

1️⃣ Setting Up Session Defaults

1.1 Configure Session Default Settings

📍 Navigation:
Home > Settings > Core > Session Default Settings

🔹 Steps to Configure:

  1. Open Session Default Settings.
  2. Click ‘Add Row’ in the provided table.
  3. Select the DocType for which you want to set default values.
  4. Click Save to apply the settings.
1.2 Assign Default Values to Session Defaults

📍 Navigation:

  • Click on the ‘Settings’ menu in the toolbar.
  • Select ‘Session Defaults’ from the dropdown menu.

🔹 Steps to Assign Defaults:

  1. A ‘Session Defaults’ window will appear.
  2. Set default values for fields like Company, Currency, Country, etc.
  3. Click Save to apply.

✅ Now, these values will automatically appear in new transactions.

  • Example: Opening a Sales Order will pre-fill the Company field.
  • The default Currency (e.g., INR) will be automatically applied in all financial entries.
  • Default values will reflect in reports as well.

2️⃣ Features of Session Defaults

2.1 Defaults Are Cleared on Logout

🔹 Session Defaults apply only for the active session and are reset once the user logs out.

2.2 Controlled Access to Session Settings

🔹 The ‘Settings’ button is visible only to System Managers or users with the required permissions.
🔹 Authorized users can add or remove document types for which defaults should be applied.

By using Session Defaults, businesses can significantly enhance productivity by automating repetitive data entry, ensuring consistency across transactions, and minimizing errors.

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