Default Party

YouTube: How to Set Up a Default Party or Customer in Sales Orders?

How to Set Up a Default Party or Customer in Sales Orders?

This tutorial explains how to set a Default Party in the Sales Order module in Logic ERP. This feature automatically fills the Customer's name field, saving time and simplifying the order entry process.

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Objective of This Feature

• Auto-fill customer name in Sales Orders

• Reduce repetitive manual entry

• Save time during order creation

• Improve efficiency and consistency

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Access to Sales Order Module

Initial Observation

• Navigate to Sales Order Module

• Check the Customer Name Field

Current Behavior

• Field is blank (no default party set)

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Access to Sale Order Configuration

• Click on Configuration

• Select the relevant Sales Order Configuration

• Locate the option labeled as:

“Default Party”

• Select the desired Party/Customer Name

• Click Save

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Implement in Sale Order

• Click on New Order

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System Behavior

• Customer Name field is automatically filled

• Default Party appears without manual selection

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Key Benefits

• Faster Sales Order creation

• Reduced manual effort

• Improved accuracy

• Consistent customer selection

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Best Practice Tips

• Set default party for frequent customers

• Update configuration as per business needs

• Use carefully if multiple customers are handled daily

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Final Outcome

• Default Party is auto populated in Sales Orders

• Order entry becomes faster and smoother

• Users save time with reduced manual input

• Overall productivity is improved