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.
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
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
Set Default Company/Brand
Locate the option labeled as:
"Default Companies"
Select the desired Company/Brand
Click Save
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
Key Benefits
Faster item selection
Reduced clutter in search results
Improved accuracy in order entry
Better focus on specific brands or companies
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
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
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