Default Item Groups
YouTube: How to Filter Items by Item Groups in Sales Orders?
How to Filter Items by Item Groups in Sales Orders?
This tutorial explains how to set a Default Item Group filter in the Item Search window for the Sales Order module in Logic ERP. This feature helps users focus on relevant items by filtering the search based on selected item groups.
Objective of This Feature
Filter item search by specific item groups
Simplify and speed up item selection
Reduce chances of selecting incorrect items
Improve efficiency in Sales Order processing
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 item group is selected
System Behavior
Item Search Window displays:
Items from all item groups
Impact
Large item list
Increased search time
Higher chances of selection errors
Set Default Item Group
Navigate to Sale Order Configuration
Locate the option labeled as:
"Default Item Groups"
Select the required Item Group
Click Save
Verify Item Search Filter
Click on New Order
This ensures updated configuration is applied
Open Item Search Window
System Behavior
Displays Only items linked to selected item group
Key Benefits
Faster and more focused item search
Reduced clutter in item list
Improved accuracy in order entry
Better control over item selection
Best Practice Tips
Set default item groups based on user roles
Update configuration as per business needs
Combine with company filter for better results
Final Outcome
Item search is filtered by selected item group
Sales Order entry becomes faster and more efficient
Users interact with relevant data only
Overall workflow becomes more streamlined and controlled
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