Default Companies

YouTube: How to Filter Items by Default Companies in Sales Orders?

How to Filter Items by Default Companies in Sales Orders?

This tutorial explains how to set a Default Company/Brand filter in the Item Search window for the Sales Order module in Logic ERP. This feature helps streamline item selection by displaying only relevant items based on the selected company.

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Objective of This Feature

• Filter item search by Specific Company/Brand

• Simplify item selection process

• Reduce search time and confusion

• Improve efficiency in Sales Order entry

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Access to Sales Order Configuration

• Go to Sales Order Module

• Click on Configuration

• Select the relevant Sales Order Configuration

Review Default Behavior (Without Filter)

• No default company is selected

System Behavior

• Item Search Window displays:

  • Items from all companies

Impact

• Larger list of items

• More time required to search

• Higher chances of selection errors

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Set Default Company/Brand

• Locate the option labeled as:

"Default Companies"

• Select the desired Company/Brand

• Click Save

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Implement Changes

• Click on New Order

• This ensures updated configuration is applied

Item Selection

• Open Item Search Window

System Behavior

• Displays Only items linked to selected default company

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Key Benefits

• Faster item selection

• Reduced clutter in search results

• Improved accuracy in order entry

• Better focus on specific brands or companies

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Best Practice Tips

• Set default company based on user role or department

• Update configuration as per business requirements

• Use filters to avoid incorrect item selection

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Final Outcome

• Item search is filtered by selected company/brand

• Sales Order process becomes faster and more efficient

• Users work with relevant and focused data

• Overall productivity is enhanced