> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/default-item-groups.md).

# Default Item Groups

**YouTube:** [How to Filter Items by Item Groups in Sales Orders?](https://www.youtube.com/watch?v=YomFhpWeDgA)

## 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**

<figure><img src="/files/DTU91F8uQGFUAtbCJ5PX" alt=""><figcaption></figcaption></figure>

***

### **Review Default Behavior (Without Filter)**

* No default item group is selected

**System Behavior**

* Item Search Window displays:
  * **Items from all item groups**

<figure><img src="/files/jSYGUrNuLDUQjKHl6Tzw" alt=""><figcaption></figcaption></figure>

**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"**&#x20;

* Select the required **Item Group**

<figure><img src="/files/GI7ySOFE33DrBgvx11me" alt=""><figcaption></figcaption></figure>

* Click **Save**

### **Verify Item Search Filter**

* Click on **New Order**
* This ensures updated configuration is applied
* Open **Item Search Window**

<figure><img src="/files/3Q525Wie18fjv6cjmq37" alt=""><figcaption></figcaption></figure>

**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**


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/default-item-groups.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
