# Default Account Groups

**YouTube:** [How to Filter Accounts or Customers Based on Default Account Groups in Sales Orders?](https://www.youtube.com/watch?v=ulDLvp23H-0)

## How to Filter Accounts or Customers Based on Default Account Groups in Sales Orders?

This tutorial explains how to set **Default Account Groups** in the Sales Order module in Logic ERP. This feature filters the account list based on selected groups, helping users work with only relevant customers and improving efficiency during order entry.

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### **Objective of This Feature**

* Filter accounts by specific **Account Groups**
* Simplify account selection process
* Reduce search time and confusion
* Improve accuracy in Sales Order entry

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### **Open Sales Order Module**

**Initial Observation**

* Go to **Sales Order Module**
* Open the **Account Search List**

<figure><img src="/files/I1a9ZqTxZSFqX0qQC4uX" alt=""><figcaption></figcaption></figure>

**Current Behavior**

* Displays accounts from **all account groups**
* No filtering applied

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### Access to Sale Order **Configuration**

* Click on **Configuration**
* Select the relevant **Sales Order Configuration**
* Locate the option labeled as:

> **Default Account Groups**

<figure><img src="/files/8z53Fn4mOxhpmrEfD1gF" alt=""><figcaption></figcaption></figure>

* Select the desired **Account Group(s)**
* (Groups should already be created in the system)
* Click **Save**

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### **Verify Account Group Setup**

**Check Configuration**

* Go to **Setup Account Groups Module**
* Accounts assigned to the selected group

<figure><img src="/files/a5TC7wuK5kozeuZjNPYQ" alt=""><figcaption></figcaption></figure>

**Purpose**

* Ensures correct accounts are linked to the group

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### **Implement in Sales Order**

* Click on **New Order**
* This ensures updated configuration is applied

**Account Selection**

* Open **Account Search List**

<figure><img src="/files/W0UW7A2HExXpthugtOmV" alt=""><figcaption></figcaption></figure>

**System Behavior**

* Displays **only accounts linked** to the selected default account group

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### **Key Benefits**

* Faster and more focused account selection
* Reduced clutter in account list
* Improved accuracy in order entry
* Better control over customer segmentation

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### **Best Practice Tips**

* Define account groups based on business needs (e.g., Retail, Wholesale)
* Regularly update group mappings
* Use this feature for department-wise or user-specific filtering

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### **Final Outcome**

* Account list is filtered by selected group(s)
* Sales Order process becomes faster and more efficient
* Users work with relevant and structured data
* Overall productivity is improved


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