05. Utilities - System Defaults

Edited

Create reusable default configurations for sale items to speed up setup and enforce consistency across your team.

Overview

System defaults are reusable templates that pre-populate fields when creating new sale items. Instead of manually configuring the same settings every time you create a ticket, product, or other sale item, you define a template once and apply it automatically or on demand.

This is particularly useful when:

  • Your team creates sale items with consistent settings (e.g. all tickets share the same stock rules or scanning grace period)

  • You want to enforce standard configuration without relying on each user to remember every setting

  • Different item types need different defaults (e.g. tickets vs products vs guest lists)

How It Works

Each system default stores a named set of sale item settings as a template. When a user creates a new sale item, the system default pre-fills the form with those saved settings. The user can then adjust any field before saving.

System defaults support all sale item types:

Item Type

Description

Ticket

Standard admission items

Product

Merchandise, food, add-ons

Guest List

Complimentary guest entries

Charity Donation

Donation items

Season Ticket

Multi-event passes

Bundle

Grouped item packages

Applied by Default

Each system default has an Applied by default toggle. When enabled, the template is automatically applied to new sale items of that type without the user needing to select it. Only one system default per item type can be set as the default at any time.

If you enable Applied by default on a system default when another default already exists for the same item type, the previous default is automatically unset. A confirmation prompt appears before this change is made.

Creating a System Default

  1. Navigate to Settings > System Defaults

  2. Click Add new system default

  3. Enter a Name for the template (e.g. "Standard Ticket Settings")

  4. Select the Type - currently Sale Item is the available type

  5. Choose the Item type (Ticket, Product, Bundle, etc.)

  6. Configure the default settings across the available sections

  7. Optionally enable Applied by default to auto-apply this template

  8. Click Save

Configurable Settings

The system default form mirrors the sale item creation form, organised into sections:

Section

Settings

Basic Information

Whether the item requires approval before purchase

Purchase Settings

Stock (unlimited or fixed quantity), minimum and maximum order quantities, force minimum quantity, per-customer purchase limits, sharing options (before and after purchase), whether the item attracts discounts

Prerequisites

Require customers to have purchased specific items first, with the option to require all or any prerequisites

Sale Period

On-sale and off-sale dates

Display Settings

Hide when off sale, hide when out of stock, show validity period in shop

Scanning & Validity

Scanning grace period, valid from and valid to dates, check-in time

Tax

Tax band assignment

Print & Download

Whether the item can be downloaded, additional information text

Using System Defaults When Creating Sale Items

When you create a new sale item (ticket, product, guest list, etc.), the system default is applied in one of two ways:

  • Automatically - if a system default is marked as Applied by default for that item type, the form fields are pre-populated without any action from you

  • Manually - if system defaults exist but none is set as the default, you can select which template to apply from the available options

In either case, the pre-filled values are starting points. You can modify any field before saving the sale item.

Editing a System Default

  1. Navigate to Settings > System Defaults

  2. Click on the system default you want to edit

  3. Update any settings

  4. Click Save

Editing a system default only affects future sale items that use the template. Existing sale items that were created from the template are not retroactively updated.

Deleting and Restoring

System defaults can be deleted when no longer needed. Deleted defaults are soft-deleted and can be restored later.

To find deleted defaults, use the Trashed filter on the system defaults list, then click Restore on the item you want to recover.

Filtering the List

The system defaults list supports filtering by:

Filter

Description

Name

Search by template name

Type

Filter by system default type

Created date

Filter by when the default was created

Trashed

Show or hide soft-deleted defaults

Related Pages

Configure event timeslots where sale items are sold

Apply changes across many records at once

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