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