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