Default Account Groups

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

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

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

• 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

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

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