Set Default Quantities

What this guide covers

This guide explains how to set default quantities on pricebook items. Default quantities save time by pre-filling the quantity field when an item is added to a quote or invoice.

Setting a default quantity

1. Navigate to /pricebook.
2. Click the item you want to configure.
3. Click Edit.
4. Enter a value in the Default Quantity field.
5. Click Save.

Screenshot: The item edit form with the Default Quantity field highlighted.

When to use default quantities

Default quantities are useful when:

• A service is typically performed once (default: 1).
• A part is usually sold in a minimum quantity (e.g., default: 4 for a pack of filters).
• An hourly service commonly takes a set number of hours (e.g., default: 2 for a standard inspection).

How defaults apply

When you add the item to a quote or invoice:

1. The quantity field pre-fills with the default value.
2. You can change it to any amount before saving.
3. The default is a convenience, not a restriction.

Tip: Set the default quantity to the most common amount. This covers the majority of cases and reduces manual adjustments.

Note: If no default quantity is set, the field defaults to 1.

Related articles

• Create a New Service
• Add Parts and Materials
• Edit Pricebook Items